Reference Data Specialist

Posted 6 Days Ago
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Mumbai, Maharashtra
Hybrid
1-3 Years Experience
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
The Reference Data Specialist is responsible for maintaining client records, managing workflows, responding to queries, and ensuring timely completion of projects. The role requires interaction with internal teams and senior executives, alongside analytical skills and a high standard of client service.
Summary Generated by Built In

Job Description
You are a strategic thinker passionate about driving solutions. You have found the right team
As a Reference Data Specialist within our operations team, you will be primarily responsible for executing tasks assigned in the group, including setting up client records, maintaining work logs, and investigating exceptions. You will have the opportunity to interact with various lines of business and internal clients, manage workflow, and contribute to team goals and SLAs. This role provides an excellent opportunity to develop your skills in a fast-paced, global team environment.
Job Responsibilities:

  • Set up client records on various systems.
  • Maintain accurate work logs and investigate and resolve exceptions.
  • Add and update client information in functional applications, global systems, and mainframes accurately and timely.
  • Handle workflow requests from Client Service Officers (CSOs), Implementation Team, and Internal Departments.
  • Ensure work is processed within established timeframes and meets necessary controls and targets.
  • Interact with Lines of Business and internal clients via telephone or email, including senior-level contacts.
  • Respond to and resolve queries received via mailbox on a priority basis.
  • Work on various BAU projects as assigned and ensure timely completion.
  • Contribute to meeting team goals and Service Level Agreements (SLAs).
  • Escalate and refer concerns or non-routine situations to supervisors and managers.


Required qualifications, capabilities and skills:

  • Strong English written and verbal communication skills are required.
  • You must have at least 1+ years experience in a bank operations environment.
  • You must have a bachelor's degree or above
  • Demonstrate analytical skills and attention to details, highly organized and deadline oriented, are strengths.
  • High Level of Client centricity, sound communication and Solution orientation
  • Excellent PC skills, proficient with MS Office suite of products, particularly MS Excel.
  • Excellent written and verbal communications, as well as interpersonal skills.
  • Assertiveness to ask questions and pursue open issues until resolution in a positive and professional manner.
  • Ability to adapt to a very fast pace and changing environment.
  • Ability to work within a global team environment, spanning several regions, and time zones.


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.
Operations teams develop and manage innovative, secure service solutions to meet clients' needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.

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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