Wealth Management, USPB Client Onboarding, Associate
JPMorgan Chase
- Tempe, AZ
- Permanent
- Full-time
- Partner with the client & client facing teams to collect required legal documents and associated information to meet all regulatory and internal polices
- Act as a subject matter expert on required legal documents and process to onboard a client to PB platforms
- Serve as point of contact for account opening issues
- Act as a subject matter resource on account opening policies and procedures
- 3+ years of experience within a financial services, operational or compliance fields
- Strong written and oral communication skills with a sense of urgency and ability to prioritize/multi-task
- Ability to get up to speed quickly with new or unfamiliar subject matter and work under pressure with fixed deadlines
- Strong client focus and ability to partner with various internal groups and client coverage
- Independent, self-motivated, with an ability to adapt and be flexible in a team environment
- Ability to communicate clearly and confidently; able to influence internal and external stakeholders
- Ability to directly address conflicts and escalate issues where appropriate
- Strong analytical, prioritization and organizational skills with strong risk and controls awareness
- Capacity to think laterally and convey an understanding of the big picture
- Ability to successfully navigate a complex infrastructure that involves numerous groups and individuals
- Demonstrated experience as a key contributing member of a high performing organization
- Management experience preferred not required
- Client Onboarding and/or documentation analysis experience preferred.
- Prior experience in Account opening, AML &/or KYC a plus.