AWM Operations Quality Assurance Associate

J.P. Morgan Asset & Wealth Management, with client assets of $2.8 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.

We are currently seeking a talented and motivated Associate to join our Team of Asset and Wealth Management Operations and Client Service Quality Assurance. The position responsibilities include monitoring and performing day-to-day quality assurance reviews, participating in cross functional calibration meetings, providing guidance and consultation to data owners, and working collaboratively with stakeholders and management to ensure quality performance is monitored, communicated, and implemented in accordance with firm policies and standard operating procedures.

Essential Duties and Responsibilities include, but are not limited to, the following:

• Perform quality assurance reviews of Client Onboarding functions as defined by the program. Work with members of the Client Onboarding team on inquiries in relation to the lifecycle of the new account processes
• Contribute to continuous improvement and development of the quality program
• Provide general assistance to data owners and approvers
• Interpret firm policies and compliance requirements for incorporation into company systems/procedures
• Work with members of the Client Onboarding teams to strengthen, update/create procedures and set controls in place
• Participate as required to meet schedules or resolve problems at peer level
• Additional responsibilities assigned by management which may include assistance with program creation and implementation, process transfers, partner communications, maintenance of quality agreements, etc.
• Participate in other Quality Assurance programs such as Authorities, Fees
• Document and deliver information regarding Quality Assurance testing results

Qualifications:

• Knowledge of financial principles and procedures
• Knowledge on common onboarding practices
• Attention to detail and diligence
• Strong interpersonal, written and oral communication skills
• Self-starter, able to work independently and as part of multicultural teams
• Proficient in organizing, priority-setting, and issues management

Desirable Qualifications:

• Experience using the client onboarding tools and applications
• Knowledge of Olympic, PAM/GA, ICR, AO Connect systems
• Bachelor’s degree in a business field or other field with equivalent work experience
• Fluency in one of the following languages is a plus: French/ Italian /German/ Russian

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

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. 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.