Wealth Management Account Transitions Manager - Associate - #19528562

JPMorgan Chase & Co.


Date: Feb 23, 2021
City: Newark, DE
Contract type: Full time
JPMorgan Chase & Co.

Position Summary


The Account Transitions Team is responsible for the transfer of client assets between the Private Bank and third party financial institutions. The Account Transitions Associate will be responsible for oversight of control activities within the Account Transitions Team and will serve as the primary contact for sensitive and escalated issues. The Associate will need to work quickly and effectively with operations groups, client facing teams and external business partners to achieve rapid resolution on open items while ensuring a positive client experience. The Associate will be required to actively participate in industry-wide working groups to ensure that JPMorgan's Private Bank is keeping pace with industry trends and providing cutting edge client service. In this capacity, the Account Transitions Associate will be tasked with identifying opportunities to improve the end to end transfer process and improving the experience for Private Bank clients by driving strategic enhancements through partnership with operations groups, client facing teams and business management.


Responsibilities



  • Manage team members responsible for the transfer of client assets.

  • Identify issues, make recommendations, and implement improvements to the end-to-end transfer processes, enhancing overall client experience

  • Serve as the primary point of escalation for internal partners, external brokers, banks and investment firms on asset transfer activities

  • Manage escalated and sensitive client issues, closely partnering with business partners to achieve rapid resolution

  • Engage with industry working groups to identify upcoming changes (technology or processes) and work with internal Operations and Business leaders to implement enhancements on pace with industry leaders

  • Participate in business and technology projects impacting the team, which includes UAT and regression testing

  • Provide reporting on day-to-day activities and project updates to Senior Management


Qualifications



  • 3+ years of relevant experience

  • Excellent communication skills (verbal and written)

  • Strong client and control focus

  • Ability to effectively organize, prioritize and execute multiple tasks simultaneously through collaboration and effective staff management

  • Working knowledge of the various security types supported by the team: equities, fixed income, mutual funds and alternative investments

  • Strong analytical and problem solving skills

  • Ability to develop strong relationships with internal partners and external firms

  • Ability to make strategic decision/recommendations for process improvements

  • Resiliency and adaptability to perform in a fast paced environment

  • Competency in utilizing Microsoft Applications for data analysis and presentation

  • Experience in risk management, metrics management, business management or other roles with coordination responsibilities across a diverse set of stakeholders

  • Operations Experience (Preferred)


Requirements



  • Detail Oriented

  • Client and Control Focus

  • Strong analytical and problem solving skills

  • Resiliency and adaptability to perform in a fast paced environment

  • Ability to effectively organize, prioritize and execute multiple tasks simultaneously through collaboration and effective staff management

  • Experience in risk management, metrics management, business management or other roles with coordination responsibilities across a diverse set of stakeholders

  • Excellent communication skills (verbal and written)

  • Competency in utilizing Microsoft Applications

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