Wealth Management - US Private Bank - Client Service Excellence - Control Solutions Team - Associate

JPMorgan Chase Bank, NA
Newark, DE
Jul 30, 2022
Aug 08, 2022
Full Time
JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking. JP Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits. JP Morgan Private Bank advises the world's wealthiest families and helps them achieve their desired goals. Our teams of Advisors deliver advice, solutions and services across investments, wealth planning, credit and banking to help clients build, preserve and manage their wealth over time. The Client Service Group is responsible for managing and facilitating the daily unique and complex service needs of the Private Bank's client base. Service is delivered in a team-based model with key locations in the US, Latin America, Europe, the Middle East, Africa and Asia. The Client Service Group (CSG) is responsible for managing and facilitating the daily unique and complex service needs of the Private Bank's client base. Service is delivered in a team-based model with key locations in the US, Latin America, Europe, the Middle East, Africa and Asia. Client Service Associates are a critical component of the integrated client coverage model including Bankers, Investors, Capital Advisors, and Fiduciary Managers. The Control Solutions Team supports the business to ensure the Client Service organization has a sustainable and disciplined end to end control environment, identifies and escalates issues with a sense of urgency, and implements tactical and systemic solutions, in partnership with Client Service Management, to ensure issues are remediated in a timely matter. Primary areas of focus will include data analysis, metric and reporting development, project management, process re-engineering, and change management. This role will require an ability to deal with complex business challenges, tight deadlines, competing priorities and interaction with the management team. This individual must help develop and implement solutions that strengthen business controls, enhance the client and advisor experience, and improve efficiency. Additionally, the Control Solutions Team partners with all other control functions: Business Management, Control Management, Operations, Fraud, Compliance, Risk, Audit, Supervisory Management and Legal. This role includes but is not limited to: Provide analysis and assist the business in developing metrics to proactively measure control effectiveness Identify and implement new methods to enhance control design that is sustainable for the business Proactively conduct end to end process and control reviews to ensure activities are still sound from a controls, relevance, and efficiency perspective considering client experience Project management with respect to action plan closure, issue resolution, and operating model changes Identify weaknesses, gaps, and opportunities for process, organizational, and technology improvements - and report the findings in a simple, compelling way Effectively execute approved recommendations with partnership from business, product/platform, risk management, technology, and operational partners Provide guidance on controls, controls substantiation, root cause analysis, etc. Identify and update processes and procedures that require changes in a response to procedural, regulatory or technology changes Manage ongoing BAU change requests received from Client Service and Business partners for updates to processes and corresponding procedures Determine the most effective method to communicate and implement the change in process, including partnering with the training and communication teams Qualifications: Strong analytical skills with attention to detail Experience with Alteryx and other automation and business intelligence tools a plus Experience with implementing controls including the overall control design Inquisitive and proactive in identifying risks and proposing solutions (tactical and strategic) Problem solving and risk management: takes initiative, decisive, accountable, exhibits critical analysis and judgment Teamwork and personal effectiveness: strong time management skills, organization, and adaptability Communication skills: outstanding written and verbal communications and aptitude to influence all levels within an organization Ability to work in a fast-paced, deadline driven environment, with multiple tasks and projects Ability to prioritize and maintain perspective Strategic Planning - creative thinker who can come up with ideas to tactically improve processes and drive strategic improvements Discipline to work independently and within a cooperative team environment Ability to adapt to a rapidly changing business environment, quickly assess situations, and capitalize on change Bachelor's degree is required; advanced degree or certification considered a plus Previous background or experience in Client Service, Operations, Internal Audit, Compliance, Operational Risk Management, Control Management or other control function is a plus Minimum of 3 years of relevant experience 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 JP 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. The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.Equal Opportunity Employer/Disability/Veterans