Wealth Management Operations - Customer Transfers Analyst

JOB DESCRIPTION

At J.P. Morgan you will have the chance to be part of an amazing development journey while contributing to support our customers ‘needs.

Buenos Aires is one of JP Morgan’s key strategic hubs with over 3,100 employees supporting different areas like Operations, Technology, Finance, Credit Risk, Human Resources, Legal... among others, providing value-added services, products and solutions to our clients located in various countries around the world.

The Customer Transfer team is responsible of the transfer of assets to and from the client´s accounts, based on instructions provided by Financial Advisors and counter broker institutions. The team´s interaction with the client is through Financial Advisors for all transfers submitted by Client on Digital Platform.

The main volume for the team’s workload is represented by ACAT (Automated Customer Account Transfers) which are basically transfers that go via system, and require analysts reviewing transfer forms provided by Financial Advisors to make sure they are in good order before they´re being processed. Non Automated Customer Account Transfers are manually processed and apart from reviewing forms, a follow up process is implemented in order to ensure transfer gets complete.

The Customer Transfers Team is constantly searching and working on improvements and growth, such as automations or implementing industry changes in order to provide the customer a better experience. Every team member has the opportunity to suggest or participate in any ongoing project for innovation or automation.

The main aim is for every member to get an end to end knowledge of all the processes and functions performed in the department. In order to achieve this, cross training is implemented in a monthly basis, giving the team resiliency tools for back up.

Job Responsibilities

• Understand the function and relevant processes end to end. Cross training is implemented in a monthly basis, giving the team resiliency tools for back up.
• Understand the fundamental concepts related to operational flow
• Perform day-to-day operations which may include facilitating settlements, transfers, cashiers, asset servicing or reconciliation
• Identify issues, analyze problems and provide viable solutions
• Attend regular group meetings with managers to ensure appropriate communication; escalate issues; incorporate feedback into day-to-day processes
• Adhere to operating procedures; ensure procedures are up to date; non routine tasks should be reviewed and documented as necessary

Required qualifications, capabilities, and skills

• Advanced Written and oral English skills
• Client/customer focus.
• Ability to prioritize workload from different sources.
• Able to deal with deadlines to meet the daily cut offs.
• Able to quickly adapt to different scenarios as per the internal client requirements, industry changes and procedures
• Problem solving. Able to identify potential issues and find solutions to escalations that may arise.
• Team player, within Transfers space and with other teams that work alongside with Transfers.

If you join the company, you will be part of a diverse and inclusive team that supports each other and will empower you to do your best work.

Your wellbeing is very important to us. Below you´ll find some examples of ongoing initiatives to promote it and a link to learn more about our benefits & culture:

• Home office/flexible work arrangements and work tools to ensure a great experience.
• Generous vacation, exam and parental leave.
• Support for parents, including Family Network that provides support to parents and caregivers, Lactation room on premise, and Paid Day Care for your children up to 6-years-old.
• Medical coverage for you and your family, including domestic partners.
• Employee Assistance Program which provides personal and confidential advisory on psychological, financial and legal matters.
• Wellness programs – e.g., Yoga, stretching and mindfulness classes delivered on premises.
• Language classes, mentorship programs and customized trainings.
• Platform for employee discounts in Buenos Aires.
• Many others that will be presented to you if you join the team.

ABOUT US

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.

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.