Client Account Services Data Specialist III

Posted 9 Days Ago
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Bengaluru, Karnataka
Hybrid
1-3 Years Experience
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
The Client Account Services Data Specialist III manages client onboarding and access to e:Banking for Securities Services clients. The role involves liaising with stakeholders, ensuring timely and accurate handling of client queries, and promoting continuous improvements while adhering to operational procedures and managing potential risks.
Summary Generated by Built In

Job Description
Client Account Services (CAS) is committed to deliver long-term value to our stakeholders by investing in our great and diverse talent, that make it all possible. As a Business Group, it supports Client Onboarding by way of account opening, maintenance, closures, product entitlements & agent accounts supporting multiple businesses including Custody & Fund Services, Prime Brokerage, Banking Operations, Agency Collateral Operations etc.
Job Summary
Client Account Services (CAS) - Entitlements team is responsible for e:Banking access management on client facing products for Securities Services clients/users. Role requires liaison with internal and external stakeholders that includes Clients, Client Service / Solutions, Middle Office & Help Desk to understand intricate client requirements, manage inquiries, and controls access. Role mandates clear understanding of Securities Services business, manage complex client requirements, Client & Stakeholder Liaison to deliver Best-in-class solutions.
Job Responsibilities

  • Timeliness and Accuracy while completing client instructions and queries via strict adherence to the SOPs and SLAs
  • Perform validations on client instruction and seamlessly administering client user access to electronic banking products on provisioning applications in a controlled and risk-free manner
  • Be aware of operational risk scenarios associated with the role and come up with ideas to mitigate risk
  • Identify and resolve concerns by assisting Clients, Client Service, Middle Office & Help Desk
  • Anticipate escalation prone scenarios and manage them pro-actively
  • Own, promote and drive continuous improvement initiatives


Required qualifications,skills and capabilities

  • Client liaison; needs to have strong verbal and written communication skills for client interaction
  • Strong analytical skills with a desire to work in a fast-paced environment with multiple deliverables
  • Good team player and self-motivated
  • Capacity to work under time-sensitive business deadlines with ability to work independently
  • Proven skills in time management and attention to detail


Preferred Qualifications, Capabilities and Skills

  • Proficiency in Microsoft Office suite of applications
  • Flexible to work in shifts


About Us
JPMorgan Chase & Co., 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 over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
About the Team
The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.

What the Team is Saying

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The Company
HQ: New York, NY
289,097 Employees
Hybrid Workplace
Year Founded: 1799

What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands.

Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products.

Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.

©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

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