Client Account Services: Banking Ops Analyst

JOB DESCRIPTION

You are a strategic thinker passionate about driving solutions in Client Service Data Operations. You have found the right team. 

Job Summary
As a Client Service Data Operations Analyst within Commercial Banking, you will be responsible for resolving client requests in collaboration with Service Operations, the Implementation Team, Front Office, Sales Partners, and Bankers globally. You will manage multiple client relationships, providing support for any issues related to our complex treasury products and services. In this role, you will serve as the primary point of contact for each client in your portfolio, communicating via Zoom, email, and phone to build strong relationships and deliver the high standard of service expected by JPMorgan Chase clients.

Job Responsibilities

• Ensure all transactions are processed accurately and assigned appropriately, highlighting any risks or potential downstream impacts in a timely manner.
• Complete all tasks within agreed timelines.
• Demonstrate strong risk and control awareness, effectively prioritizing workloads and meeting critical deadlines.
• Serve as an operational subject matter expert in areas such as Client Onboarding, Asset Services, Client Services, Payment Services, and Reconciliation.
• Collaborate closely with Sales, Product, Client Service, Operations, and other internal partners to ensure successful project delivery and an exceptional client experience.
• Document procedures and process flows, conducting routine reviews to ensure timely and accurate updates.
• Review and interpret client-executed documentation, acting as the primary contact for account opening status and reporting issues.
• Respond promptly and accurately to requests and inquiries from the Front Office and Client Service teams.
• Liaise with onshore partners and client service groups to ensure timely resolution of exceptions and queries.
• Demonstrate creativity in problem-solving, recommending and implementing process improvements.
• Foster a culture of continuous improvement by analyzing processes and identifying opportunities for automation or tactical solutions to enhance the end-to-end operating model.

Required Qualifications, Capabilities, and Skills

• Strong customer-facing and relationship management experience in a similar environment.
• Excellent verbal and written communication skills, including the ability to communicate effectively with executives.
• Proven ability to develop and mobilize an internal network of key stakeholders and resources.
• Keen interest in banking digital technology transformation initiatives.
• Strong problem-solving, control, and project management skills.
• Excellent organizational skills with the ability to manage multiple priorities and meet deadlines.
• Ability to work effectively under pressure and independently with minimal supervision.
• High attention to detail and a strong sense of ownership.
• Effective issue resolution and escalation skills.

Preferred Qualifications, Capabilities, and Skills

• Familiarity with technology tools such as Alteryx, Tableau is preferred.
• Comprehensive knowledge of Treasury Services and/or Custom Card products.
• Bachelor’s degree in Science or Business Administration.
• Passion for learning new operating models, technologies, and industry trends.
• Experience in client onboarding, account opening, documentation analysis, or a related field.
• Advanced proficiency in Microsoft Office, particularly Excel, is preferred.
• Experience with continuous improvement initiatives focused on operational efficiency.

Shift: WHEM

ABOUT US

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 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.

ABOUT THE TEAM
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.