Client Onboarding Specialist

3 weeks ago

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

This is an exceptional opportunity to play a vital role in the Wholesale KYC Operations (WKO) division.

As a Project Manager - Client Onboarding & Documentation Associate within Operations, you will collaborate closely with both regional and global WKO stakeholders, serving as a bridge between various functional teams. Your responsibilities will include managing projects, driving transformation, and ensuring adherence to regulatory standards. This position offers a unique chance to gain insights into business process enhancement, technology implementation, and performance management for 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 automated test case processes.
  • Identify opportunities for testing automation and synergies within the project scope.
  • Align project priorities with the global WKO strategic framework.
  • Draft test cases and participate in End To End (E2E), post-production, and production parallel testing.
  • Exhibit effective controls surrounding the introduction of changes or process enhancements.
  • Take initiative and leadership in resolving conflicts throughout project execution.
Required Qualifications, Skills, and Capabilities
  • 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, as well as a solid grasp of the trade lifecycle.
  • Ability to achieve 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.
  • Able to function effectively in a fast-paced environment with tight deadlines, prioritizing tasks to meet objectives.
  • Good understanding of the Software Development Lifecycle and Agile methodologies.
About Us

J.P. Morgan is a leading global financial services firm, offering strategic advice and products to prominent corporations, governments, wealthy individuals, and institutional investors. Our commitment to serving clients with excellence drives our operations. We aim to cultivate trusted, long-term partnerships to assist our clients in achieving their business goals.

We value our employees as our greatest asset, and the diverse talents they contribute to our global workforce are directly linked to our success. We are an equal opportunity employer and prioritize diversity and inclusion within our organization. We do not discriminate based on any protected attribute and make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. For more information about requesting accommodations, please refer to our FAQs.

About the 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. Our team provides strategic advice, raises capital, manages risk, and extends liquidity in markets worldwide.

Operations teams are dedicated to developing and managing innovative, secure service solutions to meet clients' global needs. By leveraging the latest technology, we deliver industry-leading capabilities, making it seamless and convenient for clients to engage with our firm. Our teams also drive growth by enhancing technology-driven customer experiences that prioritize user satisfaction.

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