Join JPMorgan Chase and discover a career where your skills and ideas truly make a difference. You’ll help shape the future of data management by supporting client onboarding and collaborating with teams across the organization. Your attention to detail and commitment to excellence will ensure we meet regulatory standards and deliver outstanding client experiences. The position offers opportunities to innovate and contribute to process improvements.

As a Client, Documentation and Reference Data Associate I in Operations, you will manage and verify client information and documentations; and security / fund information and set it up in various Custody systems to facilicate account setup for client within JP Morgan systems and external agent / fund managers to facilitate client trade execution and settlement. You’ll use digital platforms to optimize workflows, resolve service issues, and maintain the integrity of confidential data. Engaging with stakeholders, you’ll facilitate discussions that drive positive outcomes and operational efficiency. This role is ideal for those interested in financial services and data operations, offering growth in a fast-paced environment, and where your expertise will help support the firm’s regulatory requirements.

Job responsibilities

• Manage and verify client data, fund documents and security static data, ensuring accuracy, completeness, and timeliness
• Support seamless client onboarding processes, proactively resolving service issues to deliver outstanding client experiences.
• Collaborate with cross-functional teams and stakeholders to track exceptions, facilitate discussions, and achieve timely completion of account & security setup
• Utilize digital platforms and analytical tools to process, analyze, and enhance client data management across products and platforms.
• Identify and implement process improvements to drive operational efficiency and support continuous improvement initiatives.

Required qualifications, capabilities, and skills

• Demonstrated ability to manage multiple tasks and prioritize effectively in a fast-paced environment.
• Advanced analytical and research skills, with proficiency in digital tools and Microsoft Office Suite for data management and reporting.
• Strong communication, problem-solving, and stakeholder management abilities, with a client-focused approach.
• In-depth knowledge of Custody operations, financial instruments, client onboarding and static data.
• Proven track record of driving operational efficiency and contributing to process improvement initiatives.

Preferred qualifications, capabilities, and skills

• Ability to drive data-driven initiatives and foster collaboration among stakeholders, utilizing influence and project management skills.
• Expertise in leveraging AI, machine learning, and process automation to enhance data analysis and streamline workflows.
• Strong adaptability and resilience in dynamic, high-pressure environments, with interpersonal skills to motivate teams and negotiate effective solutions.
• Advanced proficiency in developing quantitative reports and actionable insights to support strategic decision-making and continuous improvement.