Account Maintenance Specialist

Do you have effective and professional communication with strong attention to detail, organizational, and time management skills? This is the team for you.

As an Account Maintenance Specialist within the InstaMed team at JPMorgan Chase, you will be responsible for processing change requests to existing clients while upholding the data integrity of the InstaMed client database and ensuring requests are completed by authorized parties. Success in this role requires strong attention to detail, disciplined follow-up, and the ability to make accurate judgement calls. You will master necessary standard operating procedures to accurately and effectively complete change requests, identify and resolve issues, and escalate as needed. Effective communication and teamwork is essential.

Job responsibilities

• Process updates to existing accounts efficiently and accurately. 
• Perform due diligence and adhere to internal standards to prevent fraud and ensure compliance of anti-money laundering policies. 
• Manage multiple work queues of change requests, prioritizing as needed to deliver an exceptional customer experience. 
• Communicate requirements, updates, and timelines clearly and professionally both to internal and external stakeholders, fostering positive relationships. 
• Collaborate with internal team members to ensure all requirements are met and errors are minimized. 
• Investigate and resolve open issues using available resources (e.g., Support Tool, Salesforce).
• Develop expertise in departmental procedures, maintain compliance with business requirements, and perform any other duties as assigned. 

Required qualifications, capabilities and skills

• Proficiency with computer, typing, and Microsoft Office products; easily able to learn new software/programs.
• Effective and professional communication.
• Strong attention to detail, organizational, and time management skills.
• Resourceful analytic thinking.
• Sound judgment required.

Preferred qualifications, capabilities and skills

• Experience with Salesforce or knowledge of healthcare and/or financial industry is beneficial.

Schedule: Monday - Friday, 8:30am-5:00pm

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.