Client data Associate II

Take a lead role in acquiring, managing and retaining meaningful relationships that deliver outstanding experience to our customers. In this role, you will balance your focus on business results by offering options and finding solutions to help our customers with issues.

Job Summary:

As a Client Data Associate II within JPMorgan Chase, you will play a pivotal role in maintaining our company's strength and resilience. Your primary responsibility will be to lead a team of KYC Operations Analysts and Reviewers, ensuring compliance with regulatory standards and timely completion of client-level due diligence. You will have the opportunity to showcase your excellent customer service skills, manage daily operations, and strategically improve processes to enhance team performance. This role offers you the chance to make a significant impact on our firm's quality standards.

Job Responsibilities:

• Understanding and implementing KYC standards, guidelines, policies, and procedures is crucial. This involves selecting team members, managing their performance, and promoting their overall development within the assigned team.
• Managing a team of KYC Operations Analysts and Reviewers on a daily basis, providing coaching and ongoing performance feedback.
• Analyzing daily and monthly metrics to track individual team members' performance over time, evaluating their performance, learning, and capabilities.
• Addressing any issues escalated by internal or external customers effectively.
• Identifying special training needs that could benefit team members, enhancing team efficiency and quality.
• Proactively highlighting potential issues to management.
• Driving process improvements and implementing necessary process changes.
• Identifying root causes, understanding connections and implications, and evaluating alternatives.
• Making effective and well-grounded decisions based on guidelines, policies, and insights.
• Creating an effective and efficient team through continuous communication, timely feedback, and appropriate supervisory practices.
• Being flexible to multitask and effectively manage priorities across the broader function.

Required Qualifications, Skills and Capabilities:

• Minimum Requirement of Bachelor’s Degree
• Minimum 10 years of experience in the Financial Services industry with a demonstrated track-record of delivery and/or relevant experience in Compliance and KYC 
• Proven track record of ongoing coaching, educating and directing a team. 
• Experience with leading a new team with limited Subject Matter Expertise 
• Outstanding client management, partnership building, leadership and direct experience of dealing with multiple stakeholders at one time
• Excellent interpersonal skills necessary to work effectively with colleagues and senior management 
• Strong relationship building skills to influence/negotiate desired outcomes
• Ability to deep-dive and investigate issues to see a successful resolution. Experience with the build out and execution of a new team or procedures
• Ability to identify risks and issues and successfully navigate through to completion. Possess strong computer skills:  Lotus Notes and Microsoft Office Suite including Excel, Word and PowerPoint
• Foster and champion High Performance Culture where people are empowered to make decisions that affect their work/environment
• Develop and lead a team that is responsive to dynamic organizational and operational changes