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Transaction Specialist

3 months ago

Bournemouth, United Kingdom JP Morgan Chase Bank, National Association Full time
Job Description

This role is a great opportunity for people who would like to pursue their career in one of the biggest banks in the world

As a Transaction Specialist in the ASF Securities Management Team within Trading Operations Services, you will be responsible for the oversight and completion of Asset Moves, Account Opening and Tax Re-Rate processing for Lending Clients. Overall managing the pipeline of work and building relationships with all stakeholders who participate in the end to end cycle of onboarding or exiting of clients. You will be resolving complex inquiries, meeting tight deadlines and able to communicate at all levels.

Job Responsibilities:
  • Interfaces with business groups as part of the Client onboarding processes, liaising with Custody Teams, Product, Relationship Management and various stakeholders
  • Analyses data, escalating any anomalies and discussing solutions
  • Drives own action planning in line with overall task initiatives and team objectives, works well with colleagues to ensure all pipeline activity is completed accurately and on time
  • Participates in projects and/or processes taking direction from the Project Lead
  • Is involved in client driven/regulatory change initiatives, producing metrics and reporting for Securities Operations
  • Is able to manage a high volume of queries, exhibits ownership and communicates status relating to pipeline and deadlines

Required qualifications, capabilities, and skills:
  • Excellent problem solving skills
  • Collaboration with others to meet deadlines, cross train and expand understanding of the teams operations
  • Opportunity to learn automation tools like Alteryx, Tableau, UIpath.
  • Time management skills alongside ability to effectively prioritise
  • Network with other departments to enhance product knowledge
  • Excellent verbal, written, interpersonal, and organizational skills
  • Strategic thinker with the ability to manage change
  • Demonstrated team building skills and ability to work in a team environment
  • Proficient in MS Office tools including, Outlook, Excel, Word and PowerPoint


About Us

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

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.