Wealth Management, Client Data Management & Reporting: Beneficiary Experience Team

Jpmorgan Chase & Co. Chicago , IL 60602

Posted 5 days ago

The Beneficiary Experience Team forms part of the wider Client Data Management & Reporting team, with particular focus on the client death and decedent end to end journey. The team will focus on excellence in the areas of subject matter expertise and client request completion. The team is an integral part of the mission to create a great client experience.

Responsibilities:

  • The team is accountable for the end to end completion of client decedent related requests. Ensuring that client needs are addressed timely, completely, accurately and with empathy.

  • Develop subject matter expertise on specific areas within the Decedent lifecycle.

  • Work with minimal direction/independently, keeping management informed of progress and escalate issues.

  • Single point of contact, oversees and coordinates activities with business partners to execute tasks and close requests in the most effective way. Providing business partners with subject matter expertise and up to date information on client request progress with a focus on better serving the client(s).

  • Identify gaps between applicable requirements and current procedures/controls and participate in driving resolution.

  • With guidance, develop and implement solutions that strengthen business operating models, enhance the client experience, and improve efficiency and controls.

  • Continuously searching for opportunities to improve the client death and decedent process for the client and client facing business partners.

  • Work with business partners to design and implement enhancements to existing processes and/or business applications, introduce new processes and/or toolsets, and engage in process re-engineering with a continual focus exceptional client experience.

  • Coordinate with various areas of Operations, Front Office, Client Services, Technology, and Senior Management to enhance business requirements, procedures and processes.

  • Build strong partnerships with business partners, within the Client Service teams, WM OPS organization, and across WM Business teams.

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Wealth Management, Client Data Management & Reporting: Beneficiary Experience Team

Jpmorgan Chase & Co.