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Wealth Management - Client Onboarding Team - Support Specialist

Req #: 170119609
Location: Edinburgh, SCT, UK
Job Category: Operations
Job Description:

The Business

 
J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion, 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.
 
Overview
 
 
The global focus on Anti Money Laundering (AML) and Know Your Client (KYC) is increasing and leading to new roles and opportunities within JP Morgan. The firm is establishing within Operations a market-leading function to help manage the regulatory risks involved in Onboarding clients with special attention to meeting the regulatory AML and KYC requirements. The Edinburgh team is a strategic part of our global Operations function.
 
Key Responsibilities:

The key responsibilities of a Support Officer of the Client Onboarding team are:
  • To maintain accounts on key systems using documentation supplied by clients and reviewed by Onboarding officers
  • To liaise with relevant stakeholders across different teams and Lines Of Business, if required, to confirm client data consistency across different systems and regions
  • Update key systems when required to assure client data consistency across systems and regions
  • Act as a subject matter resource on key onboarding systems
  • Discuss and escalate any inconsistencies before any data is entered into systems
  • Produce ad hoc reports as required by management
The Support Officer will partner with the client-facing teams to ensure all client KYC records are compliant with regulatory standards, and will ensure high quality and timely completion of all client-level due diligence requirements at the onset and renewal of client relationships.

What do we look for?

  • Very strong attention to detail and ability to learn new systems quickly
  • Strong written and oral communication skills
  • Strong analytical, prioritization and organizational skills
  • Logical, structured approach to planning, problem solving and decision-making
  • Strong risk and controls awareness
  • Capacity to think laterally and convey an understanding of the big picture
  • Maintains a sense of urgency and ability to prioritize/multi-task
  • Ability to partner with various internal groups and client coverage
  • Ability to successfully navigate a complex infrastructure that involves numerous groups and individuals
  • Consultative in approach, understanding and anticipating business partner needs and proactively delivering solutions
  • Ability to work under pressure and to fixed deadlines
  • Independent, self-motivated, with an ability to adapt and be flexible in a team environment
  • A strong sense of ownership and responsibility
  • Prior knowledge of banking systems will be an advantage though training will be given to candidates without such prior experience.
  • Fluency in English is required. The team reviews documentation in English, French, German, Spanish, Italian and Dutch, and we would welcome applications from candidates speaking these languages (B2 level or above) who meet our other criteria.
JPMorgan offers an exceptional benefits program and a highly competitive compensation package.
 
JPMorgan is an Equal Opportunity Employer. 
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