wealth Management - settlements account transition operations specialistJPMorgan Chase

Job Description:
Roles & Responsibilities - include specific functions/ tasks/ performance objectives
The prime responsibility of the Account Transition Team would be to transfer assets Internally or Externally as per the request from Front Office. Account Transition has to interact with different teams to get the securities transferred.
Job Responsibility includes:
Transferring of Securities internally or externally
Transferring Mutual fund
Transferring Foreign Assets
To book securities coming from other custodian in to the clients account
To make sure that the client does not have any credit exposure before transferring securities or cash
To make sure all approvals are obtained before transferring any Securities, Fund or Cash
KEY PERFORMANCE AREAS
Ensure adherence of operational procedures to complete task in an accurate and timely manner.
Ability to work under pressure and to meet stringent deadlines is essential.
CTQs and benchmarks for the desk are monitored daily.
Detailed and meticulous, high level of accuracy with no tolerance for error.
Query emails from Front Office / Middle Office / Counterparties must be reverted on the same day.
Get cross-trained and work on multiple processes.
Interact with different stakeholders to resolve process issues
KEY COMPETENCIES ESSENTIAL FOR THE JOB
Excellent Communication Skills.
Good Analytical skills with an attention to detail, Quick Grasping and Retention.
Coordination and Team work
Time Management, Flexibility & Adaptability to changes.
Willingness to work in ASIA & EMEA shifts.
Exception Handling & Subject Matter Expertise, Challenges status quo,.
Qualifications
MINIMUM REQUIREMENTS
Minimum qualifications - Bachelor's degree in Banking And Finance.
Minimum experience - 2 -3 years in relevant field
Key competencies
Detail Oriented - Function is critical from impact perspective. Need eye for detail and there is zero tolerance to oversight mistakes.
Strong Client Focus. Strong time management and ability to coordinate with various teams to action items.
Analytical - Ready to analyze the process flows and ideate on operational improvements.
Strong team player and must have the capability to build good working relationships with cross functional/geographical teams.
Communication (Spoken - Assertiveness & Written) - Ability to communicate effectively and assist Client Service Specialists / Front Office Groups / Middle Office Groups with queries/investigations.
Adaptability - Ability to perform in a fast paced environment and handle multiple tasks through effective prioritization
Control oriented and Risk awareness is essential. Understand Operational Risks to reduce Risk Profile.
Ability to influence others for providing the supports and work under pressure independently.
Desire to make an impact. Self -Starter, Confident and Proactive
About Us:
JPMorgan Chase & Co., 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
About the Team:
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions with client assets of $4 trillion. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Operations teams develop and manage innovative, secure service solutions to meet clients' needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.
JPMorgan Chase

Metro Manila
Permanent
Full-time