LOG IN
SIGN UP
Tech Job Finder - Find Software, Technology Sales and Product Manager Jobs.
Sign In
OR continue with e-mail and password
E-mail address
Password
Don't have an account?
Reset password
Join Tech Job Finder
OR continue with e-mail and password
E-mail address
First name
Last name
Username
Password
Confirm Password
How did you hear about us?
By signing up, you agree to our Terms & Conditions and Privacy Policy.

Client Data Analyst

at J.P. Morgan

Back to all Databases jobs
J.P. Morgan logo
Bulge Bracket Investment Banks

Client Data Analyst

at J.P. Morgan

Mid LevelNo visa sponsorshipSQL/No-SQL Databases

Posted 14 days ago

No clicks

Compensation
Not specified

Currency: Not specified

City
Manila
Country
Philippines

Join a custody client account services team to manage daily operational workflows, support client account and market openings, technology setup, reporting and account maintenance. You will handle queries, provide data and analysis to resolve client issues, ensure regulatory and policy compliance, and drive process improvements. The role requires strong attention to detail, Excel and data management skills, and the ability to work under pressure in a fast-paced, collaborative environment.

Location: Metro Manila, National Capital Region, Philippines


Join our team and make an impact by supporting clients in a fast-paced, collaborative environment. Unlock your potential as you build professional relationships and drive operational excellence. Be at the heart of client account services, enabling seamless market access and technology setup. Shape your career with opportunities for growth and development. Bring your expertise to a team that values innovation and client service.


As a Custody Client Account Services Team Leader within the CAS Initiations team, you will play a pivotal role in managing daily operational workflows. You will support clients with account and market openings, technology setup, tax servicing, and account maintenance. You will collaborate with internal teams to deliver accurate and timely solutions, ensuring a high standard of client service. In this role, you will have the opportunity to develop your leadership skills and contribute to the success of our team.

Job Responsibilities:

  • Manage and control daily operational workflows within CAS Initiations
  • Support clients with account and market openings, technology setup, and reporting
  • Maintain static data and facilitate account closure processes
  • Receive, investigate, and respond to internal queries in a timely and accurate manner
  • Facilitate completion of regular and ad-hoc client, investor, and regulatory reporting requirements
  • Provide relevant data and analysis to resolve client queries
  • Ensure compliance with internal policies and regulatory requirements
  • Drive process improvements and operational efficiency
  • Foster a culture of teamwork and continuous learning
  • Required Qualifications, Capabilities, and Skills:

  • Strong ability to communicate effectively and interact with individuals across teams
  • Demonstrated self-starter with the ability to work independently and learn quickly
  • Excellent problem-solving skills
  • Proven ability to work under pressure in a volume-driven environment
  • Flexibility to follow tight deadlines, organize, and prioritize work
  • High level of accuracy and attention to detail with minimal supervision
  • Relevant financial industry experience
  • Bachelor’s degree or equivalent
  • Proficient in Microsoft Office products, including Word, Excel, Access, and Outlook
  • Preferred Qualifications, Capabilities, and Skills:

  • Experience in client account services or custody operations
  • Strong analytical and data management skills
  • Experience with process improvement initiatives
  • Ability to lead and motivate a team
  • Advanced proficiency in Microsoft Excel
  •  

    In partnership, Hiring Managers and Recruiters will review applications to determine which candidates best meet the required skills and experience specified in the job description. While not every application will result in an interview, applications will be acknowledged.

    Direct daily workflow management and control, supporting client account services and market openings.

    Client Data Analyst

    at J.P. Morgan

    Back to all Databases jobs
    J.P. Morgan logo
    Bulge Bracket Investment Banks

    Client Data Analyst

    at J.P. Morgan

    Mid LevelNo visa sponsorshipSQL/No-SQL Databases

    Posted 14 days ago

    No clicks

    Compensation
    Not specified

    Currency: Not specified

    City
    Manila
    Country
    Philippines

    Join a custody client account services team to manage daily operational workflows, support client account and market openings, technology setup, reporting and account maintenance. You will handle queries, provide data and analysis to resolve client issues, ensure regulatory and policy compliance, and drive process improvements. The role requires strong attention to detail, Excel and data management skills, and the ability to work under pressure in a fast-paced, collaborative environment.

    Location: Metro Manila, National Capital Region, Philippines


    Join our team and make an impact by supporting clients in a fast-paced, collaborative environment. Unlock your potential as you build professional relationships and drive operational excellence. Be at the heart of client account services, enabling seamless market access and technology setup. Shape your career with opportunities for growth and development. Bring your expertise to a team that values innovation and client service.


    As a Custody Client Account Services Team Leader within the CAS Initiations team, you will play a pivotal role in managing daily operational workflows. You will support clients with account and market openings, technology setup, tax servicing, and account maintenance. You will collaborate with internal teams to deliver accurate and timely solutions, ensuring a high standard of client service. In this role, you will have the opportunity to develop your leadership skills and contribute to the success of our team.

    Job Responsibilities:

  • Manage and control daily operational workflows within CAS Initiations
  • Support clients with account and market openings, technology setup, and reporting
  • Maintain static data and facilitate account closure processes
  • Receive, investigate, and respond to internal queries in a timely and accurate manner
  • Facilitate completion of regular and ad-hoc client, investor, and regulatory reporting requirements
  • Provide relevant data and analysis to resolve client queries
  • Ensure compliance with internal policies and regulatory requirements
  • Drive process improvements and operational efficiency
  • Foster a culture of teamwork and continuous learning
  • Required Qualifications, Capabilities, and Skills:

  • Strong ability to communicate effectively and interact with individuals across teams
  • Demonstrated self-starter with the ability to work independently and learn quickly
  • Excellent problem-solving skills
  • Proven ability to work under pressure in a volume-driven environment
  • Flexibility to follow tight deadlines, organize, and prioritize work
  • High level of accuracy and attention to detail with minimal supervision
  • Relevant financial industry experience
  • Bachelor’s degree or equivalent
  • Proficient in Microsoft Office products, including Word, Excel, Access, and Outlook
  • Preferred Qualifications, Capabilities, and Skills:

  • Experience in client account services or custody operations
  • Strong analytical and data management skills
  • Experience with process improvement initiatives
  • Ability to lead and motivate a team
  • Advanced proficiency in Microsoft Excel
  •  

    In partnership, Hiring Managers and Recruiters will review applications to determine which candidates best meet the required skills and experience specified in the job description. While not every application will result in an interview, applications will be acknowledged.

    Direct daily workflow management and control, supporting client account services and market openings.