Wealth Management, Client Data Manager - Estate Account Operations
J.P. Morgan Wealth Management delivers industry-leading investment management solutions by helping individuals, families and foundations take a more intentional approach to their wealth to better define and realize their goals.
Client Operations Maintenance Description
Global Client & Account Maintenance group is responsible for the operational support, governance, and remediation of new and existing client data, as well as for the processing, documentation, verification, and maintenance of client accounts. Serving the Private Bank, CWM, and JPMA lines of business, individuals in Client & Account Maintenance roles provide subject matter expertise to the front office, client service, and other cross-functional partners.
The Estate Account Operations group is responsible for ensuring the best overall experience for personal representatives, legal entities, beneficiaries, and licensed representatives of deceased clients who are attempting to facilitate distributions from retail brokerage accounts.
Responsible for managing an operations sections of 7-10 employees responsible for reviewing client documents such as death certificates, court appointments, small estate affidavits, trust documents, affidavits of domicile & debt, tax waivers, and payment distribution forms.
Responsible for training and development and conducting performance reviews, as well as salary recommendations.
Accountable for effective and efficient processing of each the employees under your leadership.
Manages and directs overall team activities and monitors progress
Recommends and implements process changes to improve services and systems
Assigns resources in support of day-to-day functions
Reviews, and interprets complex documents pertaining to client's information and accounts and makes decisions on how to execute
Validates accuracy of data, prepared documents, and maintenance updates
Communicates with business partners and/or clients and leverages subject matter expertise to provide coaching on persistent issues
Serves as point of contact for escalations
Leads team projects and initiatives
Responsible for managing change within your team
Runs production reports and performs trend analysis, may also prepare ad-hoc reports as needed
Reviews metrics and takes action accordingly
Owns the controls process, ensuring procedures are up-to-date and risks are managed; any concerns are escalated immediately as needed
Creates presentation decks to share ideas and recommendations
May presents business updates to senior managers and/or stakeholders
Skills & Capabilities
Analytical thinking - able to connect the dots and identify trends; purposefully ask thoughtful questions to gain deeper understanding
Growth mindset - able to take feedback and use it for growth and development; continuously learning
Consistently exceeds on expectations
Detail oriented and accurate
Ability to prioritize and manage tasks independently
Expert levels of verbal and written communication
Strong history of teamwork and leadership
Experience with design thinking and process improvement
Issue resolution skills
Risk and controls mindset
Accountable of decisions and actions
Extensive change management experience
Ability to influence business partners in order to deliver on priorities
Internal stakeholder management skills
Expert knowledge of the financial industry and investment products
Project management and presentation skills
Executive communication skills
Ability to coach for impact and set clear direction
Driving individual and team performance
Empowering team and foster feedback
Prioritizing diversity and inclusion
Ability to mentoring and coach performance
Ability to build a team
5+ years of experience in operations management in financial services
Expert with MS Office applications
Business or Management Degree
FINRA license is a plus
Jpmorgan Chase & Co.