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We are seeking a highly skilled Quality Assurance Specialist to join our team at J.P. Morgan. As a Quality Assurance Specialist, you will play a crucial role in ensuring the quality of our client service, wealth services, and operations teams.
Key Responsibilities- Perform quality assurance on defined samples of completed client cases and activities.
- Participate in and lead team discussions on the calibration of findings and build consensus.
- Track and review Quality Assurance observations.
- Raise process improvements on the Quality Assurance process and/or the underlying business process.
- Foster a culture of collaboration and information sharing for efficient execution; build strong relationships with internal clients.
- Ensure risks and issues are escalated appropriately within the governance structure.
- Engage in reporting and feedback to the business stakeholders of results and recommendations of completed reviews.
- Experience within the Financial Services industry, especially retail investments including ISA and Pension products.
- An understanding of FCA and regulatory requirements surrounding Investments.
- Detail-oriented and a disciplined approach to process and quality controls. Forensic investigating skills.
- Strong documentation skills to clearly articulate results of testing.
- Excellent organization, written, and oral communication skills.
- Proficiency in MS Excel, documentation, and metrics.
- Strong teamwork, partnership, and collaboration.
- Quality Assurance background preferred.
- Postgraduate/MBA (or bachelor's degree preferred).
- Investment Sales, Wealth Management, Relationship Management background.
- Professionally qualified (IMC, IOC, CFA, etc.) are desirable but not essential.
- Related experience in the financial service industry with retail investment customers.
- Experience with QA of call/chat/email interactions.