WKO Client Service Associate Chile
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Job Location:
Monthly Salary:
Posted on:
2 days ago
Vacancies:
1 Vacancy
Department:
Job Summary
As a result of our long-standing regional presence we have built long-term and trusted relationships with Latin American industry leaders financial institutions governments family-owned businesses and private clients.
J.P. Morgans commitment to the region enables us to deliver a broad range of capabilities to meet our clients financial needs in the local and global markets in the areas of investment banking asset management treasury services wealth management and corporate banking.
The firms offices in the region include Colombia; Peru; Central America and Caribbean Regions; Argentina; Brazil; Chile; Mexico
Middle Office (MO) is responsible for assisting the corporate investment bankers MarketSales and their product partners with onboarding and ongoing client maintenance activities. The main objective of the team is to focus on and improve the client experience which includes the whole KYC process regulatory & controls and client management being the focal point of contact for internal and external clients.
Job Responsibilities
Primary point of contact for bankers of the Global Corporate Bank (GCB) Market Sales and the Investment Bank (IB) as well as product partners such as Payment Sales Managers regarding all matters related to the KYC program for Peruvian and Chilean markets.
Coordination and end-to-end management of new client onboardings in partnership with the Wholesale KYC Operations (WKO) support team
Client outreach to collect documents when required.
Participate in policy initiatives and process improvements.
Coordinate and prepare for due diligence process related to specific transactions or internal regulatory committees.
Facilitation of operational client and business queries.
Oversight of client coverage and strategic planning of client lists.
Provide transparency on overall process and progress.
Collaborate with business and support functions to spread and leverage best practices.
Required qualifications capabilities and skills
Bachelors degree in finance Business Administration Economics Engineering or equivalent
KYC policies/AML or related experience
Ability and drive to take full ownership of processes.
Strong partnership and coordination skills.
Ability to work under pressure and tight deadlines.
Proactive/self-starter with the ability to deliver value-added support to business partners and clients in a dependable timely and accurate manner.
Strong decision-making capabilities and the ability to identify problems and drive to resolution.
Deliver results in a dependable timely and accurate manner.
Well organized and able to execute responsibilities; ability to prioritize multiple tasks and bring tasks to completion within established timeframes.
Fluency in English
Required Experience:
IC
Key Skills
- Restaurant Experience
- Time Management
- Food Service
- Data Entry
- Customer Service
- Direct Support
- Computer Skills
- Serving Experience
- Medical office experience
- Dietary Department Experience
- Medical Terminology
- Phone Etiquette
About Company
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans ov ... View more
