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Job Location | Mumbai City |
Education | Not Mentioned |
Salary | Not Disclosed |
Industry | Banking / Financial Services |
Functional Area | Sales / BD,Finance / Accounts / Tax |
EmploymentType | Full-time |
Organization Description:J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions with client assets of $4 trillion. 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.Employer DescriptionJPMorgan Chase & Co., 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.The Global Account Maintenance team is comprised of highly dedicated individuals who are responsible for all aspects of creating and maintaining client and account level data. The teams interact with a variety of internal groups including, but not limited to the Client Onboarding Team (COB), SDI Middle Office, Client Services, Fiduciary and Technology Support in an effort to match client s investing experience and objectives with the many investing opportunities available within the firm. Morgan Online sets up and modify online profiles to enables clients view and download holdings, transactions, statements, and performance report for their J.P. Morgan accounts. Main purpose of the CI MOL On boarding Team is to process client Morgan On-line and employee Morgan View access requests. Additionally Team makes the changes of Statement Preferences( paper to paperless)ROLE PURPOSE
Keyskills :
customer relationsmisproblem solvingprivate bankingslareportingfront officeaccount openingsubject matter expertssmall businessaccountsmiddle office