Wealth Management Account Opening Approval Hub Associate

Job Description

Join our team and make your mark by ensuring a seamless and compliant onboarding experience for our clients. Be at the heart of Wealth Management Client Operations, where your attention to detail and partnership skills will drive operational excellence.

Job Summary

As an Account Opening Approval Hub Associate in Wealth Management Client Operations, you will review client onboarding requirements to ensure accuracy, completeness, and compliance. You will act as a subject matter expert, partner with key stakeholders, and serve as a control point for account opening approvals. In this role, you will maintain high standards of data integrity, adapt to regulatory changes, and contribute to a positive client experience. You will have the opportunity to influence processes and drive continuous improvement within the team.

Job Responsibilities

• Act as a subject matter expert on required documents and processes for client account onboarding
• Partner with business stakeholders, client-facing teams, and internal groups to review legal documents and ensure compliance with policies
• Review data integrity for client due diligence and coordinate with stakeholders involved in account opening
• Serve as a control point for account opening approvals and report issues for designated clients
• Maintain a high degree of accuracy and attention to detail while meeting productivity goals
  
  

Required Qualifications, Capabilities, And Skills

• Bachelor’s degree in Accounting, Finance, or Business, or equivalent military experience
• Three years of experience within financial services, operations, or compliance
• Strong written and verbal communication skills
• Ability to learn new subject matter quickly
• Strong client focus and ability to partner with internal groups
• Independent and self-motivated, with adaptability in a dynamic team environment
• Ability to influence stakeholders through clear and confident communication
• Strong analytical, prioritization, multi-tasking, and organizational skills
• Ability to meet fixed deadlines
• Strong risk and controls awareness
  
  

Preferred Qualifications, Capabilities, And Skills

• Experience in client onboarding or documentation analysis
• Ability to address conflicts and escalate issues appropriately
• Experience navigating complex organizational structures
• Demonstrated contribution to high-performing teams
• Ability to drive results through leadership, communication, and influence
  
  

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 Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

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