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Wealth Management, Client Data Analyst

JPMorgan Chase

This is a Full-time position in Plano, TX posted September 11, 2021.

Client Maintenance roles are responsible for the operational support, governance, and remediation of new and existing client data, as well as for the processing, documentation, verification, and maintenance of client accounts.

Serving the Private Bank, CWM, and JPMA lines of business, individuals in Account Maintenance roles provide subject matter expertise to the front office, client service, and other cross-functional partners.**Responsibilities**As a Client Data Analyst, responsibilities may include, but are not limited to:+ Support full service wealth clients/advisors and self-directed client data and documentation for CWM, JPMS, and PB+ Principal duties include reviewing and approving the brokerage account maintenance service requests in accordance with FINRA rules and industry regulations+ Leverage risk management mind-set to review and validate client data and relevant legal and/or governing documentation+ Support the digital brokerage services with straight through processing and accepting or rejecting client service requests+ Ensure compliance with all department and regulatory (AML, SEC, DOL, FINRA, etc.) requirements+ Foster a culture of continuous improvement; analyze processes and identify opportunities for automation and/or tactical solutions to solve for gaps to enhance end to end operating model+ Ability to organize/manage multiple priorities and projects coupled with the flexibility to quickly adapt to ever changing business needs and requirements+ Critical thinker, ability to exercise independent judgment in resolution of moderate to complex issues and escalate issues for resolution+ Participate in internal research projects and special client assignments as the opportunities arise for licensed individuals**Qualifications**+ FINRA Series 7 and 24 licenses required within 120 days.

SIE is strongly preferred for unlicensed candidates+ 3-5 years of experience in financial services, preferably in investment related roles, with a focus on customer service and support preferred+ General knowledge of brokerage industry regulatory requirements+ Exceptional customer service mentality+ Ability to think creatively, transform ideas and recommend/implement process improvements+ Exceptional communication skills and be able to collaborate effectively across all levels of the organization+ Accuracy and high attention to detail, excellent follow-through+ Proven interpersonal, team-oriented skills, results oriented team player+ Analytical approach to problem solving+ Strong sense of accountability and ownership to drive best practices around the quality, risk and controls process+ Accelerated skills in Microsoft Office, particularly advanced Excel proficiency preferred+ Strong knowledge of Data Analytic and Visualization tools, Signavio, Altreyx, Xceptor is a plusJPMorgan 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.Equal Opportunity Employer/Disability/Veterans

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