
Global financial services firm
Client Data Manager II CAS Custody
Required skills
Excel
If you are interested to join a dynamic team, have an opportunity to build professional relationships and connect with clients, join our team!
As a Client Data Manager II within the Custody Operations you'll be responsible for the operational management and control of the daily workflow within Client Account Services.
Job Responsibilities:
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Manage the workflow through the life cycle of account opening, maintenance and closures. Operational management and control of the daily workflow within the team
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Maximize team capacity through effective resource planning and ensure team structure is robust through effective training and succession planning
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Ensure all daily controls and processing are completed and signed off including client service inquiry resolution, as well as all key metrics are produced as required
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Establish policies, procedures, and guidelines which comply with internal and external controls to continuously strengthen the controls environment
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Provide direction and leadership to the team and contribute to the strategic development of CAS processes
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Provide effective communications to the department, ensuring staff are aware of strategic and regulatory changes in the organization
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Continued review of content and presentation of Standard Operating Procedures, in line with introduction of new policies and ongoing risk management activities
Required qualifications, capabilities and skills:
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Operational subject matter expertise in Custody account opening, maintenance and closures.
-
Strong people management skills, ability to lead and motivate managers
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Strong ability to learn ongoing stream of new markets, products, and processes
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Strong risk and control awareness, ability to effectively priorities workloads and work to critical deadlines
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Confident communicator in all mediums to both internal and external clients
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Strategic thinker, able to review and implement process improvements
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Proficient in Microsoft Office products including Word, Excel, Access, and Outlook
Preferred Qualifications, Capabilities, and Skills:
- Bachelor’s degree or equivalent, preferred
Additional Information:
-
Shift Schedule: Mid Shift (3:00 PM to 12:00 AM PHT or 4:00 PM to 1:00 AM PHT)
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Work Setup: Full Time Onsite
In partnership, Hiring Managers and Recruiters will review applications to determine which candidates best meet the required skills and experience specified in the job description. While not every application will result in an interview, applications will be acknowledged.
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About JPMorgan Chase

JPMorgan Chase
PublicJPMorgan Chase & Co. is an American multinational banking institution headquartered in New York City and incorporated in Delaware. It is the largest bank in the United States, and the world's largest bank by market capitalization as of 2025.
300,000+
Employees
New York City
Headquarters
$500B
Valuation
Reviews
10 reviews
3.8
10 reviews
Work-life balance
3.5
Compensation
4.0
Culture
3.8
Career
3.2
Management
2.8
68%
Recommend to a friend
Pros
Good benefits and compensation
Supportive colleagues and environment
Flexible work arrangements
Cons
Long hours and heavy workload
Management issues and lack of direction
High stress and expectations
Salary Ranges
44 data points
Mid/L4
Senior/L5
Mid/L4 · Applied AI ML Associate
2 reports
$188,500
total per year
Base
$145,000
Stock
-
Bonus
-
$182,000
$195,000
Interview experience
4 interviews
Difficulty
3.0
/ 5
Duration
14-28 weeks
Offer rate
50%
Experience
Positive 25%
Neutral 75%
Negative 0%
Interview process
1
Application Review
2
HR Screen
3
Hiring Manager Interview
4
In-person/Final Interview
5
Offer
Common questions
Behavioral/STAR
Past Experience
Culture Fit
Financial Knowledge
Case Study
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