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The Latin America Account Opening Group (AOG) is part of Wealth Management Client Operations organization. The team works closely with Private Banker's team onboarding new client relationships, setting the standard for ongoing execution excellence. The Account Opening Specialist works is partnership with Relationship Officers handling account opening processing for new private banking clients. The Account Opening Specialist handles comprehensive account opening activities for Latin America Private Banking teams which includes, but it's not limited to, reviewing new account workflows, account opening forms and supporting documentation, processing and following-up on completion of post-account opening activities, and other ad-hoc requirements in connection to new client onboarding.Key Accountabilities:
Act as partner to Relationship Officer's team to assist with processing of appropriate forms and documentation required to onboard new client; effectively collaborating with client-facing teams to provide strategic guidance as needed around client documentation and Know Your Customer requirements
Owns end-to-end account opening process to ensure a successful client onboarding
Validate client documentation for consistency and completeness; maintaining high degree of accuracy and attention to details while meeting team productivity goals
Leverage in-house technology to record and update client information
Keep current with system, tools and other automation releases; participating in User Acceptance Testing (UAT) and acting as account opening Subject Matter Expert (SME)
Participate in project meetings and working groups, and develop relationships with various teams across Wealth Management Operations organization
Identify opportunities to improve processes and tools, engaging with Change and Transformation
Adhere to corporate and regulatory control standards. Monitor reports, flag issues, and follow-up to timely resolution
Qualifications:
Bachelor's degree required
Bilingual Spanish or Portuguese is required
Experience in financial services is preferred, focus on Private Banking is a plus.
Strong interpersonal and communication skills
Adaptable, reliable and productive on hybrid work environment setup (in-the-office and home-office)
Must be highly disciplined, a self-starter, and have the ability to execute on assignments independently with sense of urgency and consistent follow-up habits
Proven track record of collaborating with teams to resolve issues and improve efficiency
Ability to perform effectively in a fast-paced environment with rapidly changing business priorities
Team player and demonstrated work ethic
Excellent organizational and time management skills
Ability to communicate with all levels within the Line of Business
Intermediate to Advanced Microsoft Office skills: Excel, Word, PowerPoint, and OneNote.
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 and perspectives that 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. (If you are a US or Canadian applicant with a disability and wish to request an accommodation to complete the application process, please contact us by calling the Accessibility Line (US and Canada Only) 1-866-777-4690 and indicate the specifics of the assistance needed.)We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans
