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Senior Associate
JPMorganChase
Posted
3 weeks ago

Metro Manila

Onsite

PHP 60K

Mid Level

Full Time

Job Categories

Operations Finance Accounting Management Banking

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Sema Summary

JPMorganChase is seeking a Senior Associate for Client Operations in Account Maintenance within Wealth Management. This role involves managing client accounts and ensuring compliance with regulatory requirements. The ideal candidate will have strong operational skills and a background in finance or banking. Located in Metro Manila, this is a full-time position requiring experience in client services. The company offers a dynamic work environment with growth opportunities.

About Company

JPMorganChase is a leading global financial services firm providing various investment and banking services. Known for its commitment to innovation and client service, the firm aims to empower clients with expert advice and comprehensive financial solutions.

Core Requirements

Bachelor's degree in Finance or related field
Strong analytical skills
Experience in client operations
Excellent communication skills
Ability to work in a fast-paced environment

Responsibilities

Manage client account maintenance processes.
Ensure compliance with regulations.
Assist in resolving client inquiries.
Collaborate with team members for process improvements.
Maintain accurate client data records.
Monitor account activities for discrepancies.
Provide reports to management as needed.

Must Have skills

Analytical skillsClient managementRegulatory complianceFinancial reportingTeam collaboration

Nice To Have Skills

Project managementPresentation skillsCRM softwareData analysisAttention to detail

Tools Knowledge Requried

CRMExcelSQLPythonData visualization

Job Keywords

Client Account ManagementWealth ManagementFinanceRegulatory ComplianceFinancial Services

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