Reference Data Analyst
Reference Data Analyst
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Elevate your career with JPMorgan Chase a top financial firm valuing innovation creativity and excellence.
As a Reference Data Analyst within Client Onboarding and Service group you will work with external clients and internal partners on various areas of the bank for client resolution and case this position you will be responding to signer maintenance documentation inquiries.
Job responsibilities:
- Manage account maintenance documentation workflow from creation collection and execution o Perform required research and assess documentation requirements on internal systems as applicable o Triage in handling bulk cases (20 entities/accounts) and rush or critical cases.
- Analyze client requests determine the appropriate resolution provide timely follow-up and be accountable for client satisfaction through ownership of the request from initiation to resolution
- Interface with clients in US and internal service partners in the US to fulfill documentation inquiries
- Demonstrate creative problem solving and solid judgment/decision making
- Manage expectations and understanding by establishing clear timelines and managing documentation requirements
- Prioritize daily work to maximize productivity and exceed customer expectations
- Project a confident and processional presence during interactions with clients and service partners
- Ensure documentation conforms to the Banks legal guidelines and policies and standards including risk mitigation through adherence to the control framework
- Manage of risks in processes in a timely manner
- Utilize product knowledge and understanding of local US laws and regulations to action and resolve request appropriately
- Follow established policies practices and procedures and provide feedback for improvements
Required qualifications capabilities and skills:
- BA/BS degree
- Excellent verbal written attention to detail interpersonal and organizational skills
- High level risk awareness
- Judgment and reasoning skills
Ability to work collaboratively with cross-functional teams and manage multiple tasks simultaneously.
Preferred qualifications capabilities and skills:
- At least 1 year of relevant experience or knowledge of legal documentation contracts and complex account products entity organizational documents tax documentation and other documentation types
- Experience in financial services if possible Corporate/Commercial Banking
- Experience in risk awareness and skills to develop and ensure quality program set ups
- Strong presentation and negotiating skills
- Familiarity with document management systems and processes particularly Navigator
- Paralegal or Juris Doctor Certificate
- Knowledge of the Risk and Control Self-Assessment framework and testing
Required Experience:
IC
Employment Type
Full-Time
