Client Onboarding Specialist

3 weeks ago

Bournemouth, Bournemouth, United Kingdom JP Morgan Chase Bank, National Association Full time
Position Overview

This role presents a distinctive chance to be an integral part of the Wholesale KYC Operations (WKO) team.

As a Project Manager focused on Client Onboarding & Documentation within Operations, you will collaborate closely with both regional and global WKO stakeholders, serving as a vital link among various functional teams. Your responsibilities will encompass project management, driving transformation, and ensuring adherence to regulatory standards. This position offers a unique opportunity to engage in business process enhancement, technology implementation, and performance oversight to ensure the stability and governance of regulatory outputs.

Key Responsibilities
  • Ensure compliance with firmwide standards, controls, and governance of automation solutions.
  • Work in close partnership with Operations, Product, and Technology teams to effectively communicate team priorities and requirements, particularly regarding Code Releases and Testing environments.
  • Utilize Business Driven Development / Test Driven Development methodologies or test case automation.
  • Identify opportunities for testing automation and synergies within the project.
  • Align project priorities with the global WKO strategic agenda.
  • Draft test cases and participate in End To End (E2E), post-production, and production parallel testing.
  • Exhibit effective controls around the introduction of changes and process enhancements.
  • Take ownership and demonstrate leadership in resolving conflicts throughout project execution.
Qualifications and Skills Required
  • Demonstrated experience in Project Management.
  • Proficient in data analysis, data mining, and system analysis.
  • Experience with UI technologies, particularly Tableau.
  • Familiarity with Alteryx.
  • Understanding of a global banking process and operational environment, including management and external reporting. Strong business acumen in Investment Banking, encompassing product, process, and system knowledge, along with a solid grasp of the trade lifecycle.
  • Able to drive results through a proactive approach.
  • Exceptional verbal and written communication skills, capable of engaging with all levels of the organization.
  • Proficient in MS Office applications including Outlook, PowerPoint, Excel, Word, Access, and Project.
  • Ability to thrive in a dynamic environment with tight deadlines, effectively prioritizing tasks to meet them.
  • Good understanding of the Software Development Lifecycle and Agile methodologies.
About J.P. Morgan

J.P. Morgan stands as a global leader in financial services, delivering strategic advice and products to the world's foremost corporations, governments, affluent individuals, and institutional investors. Our commitment to providing first-class service drives our operations. We aim to cultivate trusted, long-term partnerships that assist our clients in achieving their business goals.

We recognize that our workforce is our greatest asset, and the diverse talents they contribute to our global team are directly linked to our success. We are an equal opportunity employer, placing a high value on diversity and inclusion. We do not discriminate based on any protected attribute and make reasonable accommodations for applicants' and employees' needs related to religious practices, mental health, or physical disabilities. For more information about our accommodations, please refer to our FAQs.

About the Corporate & Investment Bank Team

The Corporate & Investment Bank is a global leader in investment banking, wholesale payments, markets, and securities services. We serve the world's most significant corporations, governments, and institutions in over 100 countries, providing strategic advice, capital raising, risk management, and liquidity solutions in global markets. Our Operations teams develop and manage innovative, secure service solutions tailored to meet clients' needs worldwide, leveraging the latest technology to deliver industry-leading capabilities and enhance client experiences.

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