Reference Data Specialist IV

Job Description

Deliver seamless client experiences by ensuring accurate and timely custody account management through meticulous operations and stakeholder collaboration.

As a Reference Data Specialist IV within our Client Account Service Team, you will be primarily responsible for custody account opening, maintenance, and closure of the custody accounts for our clients. You will ensure high quality and timely completion of all client requests and assist in end-to-end operations review. This role will require you to perform through checks and pay key attention to details. You will be interacting with multiple stakeholders internally and externally.

Job Responsibilities

• Leverage three to five years of experience in the financial services domain, with a focus on custody, KYC, and markets space.
• Communicate effectively in both written and oral forms to engage with multiple stakeholders in day-to-day business.
• Utilize basic Microsoft tools with hands-on usage experience.
• Manage and safeguard confidential client information and documentation.
• Identify and address risk factors with a demonstrated ability to comprehend them.
• Adapt and flexibly work during North America hours.
  
  

Required Qualifications, Capabilities And Skills

• Bachelor’s Degree and/or Graduate Degree
• Knowledge of Custody is essential with at least 3 + years’ experience in custody or KYC domain)
• Strong research, analytical and comprehension skills, with ability to analyze large amounts of data
• Client focused with strong customer service skills (e.g. oral and written communication skills)
• Ability to multi-task and meet deadlines against a high-volume work schedule.
• Approach tasks with strong teamwork while also executing independently.
• Work to meet deadlines consistently.
• Organize tasks with strong organizational skills.
  
  

About Us

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.

About The Team

J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

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