Client Data Analyst

Enables thought leadership and a team who are risk aware, empowered, and feel accountable to drive best in class service. Job Summary 
As a Client Data Analyst within the Operations team, you will be responsible for reviewing and improving data collection and verification processes, ensuring the accuracy and completeness of KYC records before they are reviewed by the client-facing team. Your advanced organizational skills will be crucial in managing multiple tasks and activities, while your proficiency in digital and tech literacy will help you leverage software applications and digital platforms to enhance processes and client experience.
  

Job Responsibilities

• Assist in the end-to-end client onboarding and renewal process by assessing clients for eligibility to accept into the KYC Not Required (KNR) population, ensuring compliance with established criteria and guidelines from Compliance and Policy.
• Demonstrate a strong controls mindset, ensuring compliance with internal policies and procedures.
• Manage your own pipeline of work with effective time management, ensuring timely and accurate completion of tasks without compromising controls.
• Make independent decisions using good judgment, balancing client needs with organizational goals.
• Utilize active listening and questioning skills to effectively address stakeholder inquiries and troubleshoot issues.
• Support the implementation of automation initiatives, applying knowledge of systems architecture to enhance service center operations.
• Participate in the change management process, aiding in strategic communications and stakeholder impact mitigation.

Required Qualifications, Capabilities, and Skills

• Strong controls mindset, with the ability to ensure compliance with internal policies and procedures.
• Ability to multi-task and meet tight deadlines while maintaining strong controls.
• Ability to make independent decisions using good judgment.
• Basic Excel and data analysis skills to support operational tasks and decision-making.
• Experience in the financial services industry.

Preferred Qualifications, Capabilities, and Skills

• Strong analytical skills to assess and improve operational processes.
• Excellent stakeholder and communication skills to effectively interact with clients and team members.

 

JPMorganChase, 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. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.