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Operations - Client Operations Associate
8 months ago
**JOB DESCRIPTION**
As a Regulatory Reporting, Client Operations Associate, you will be responsible for assisting the Manager in overseeing the offshore team and be the liaison point for clients on their regulatory reporting deliverables and queries. You will use your knowledge of regulatory reporting and accounting to resolve issues to completion and escalate as appropriate, ensuring that service delivery standards are continuously in alignment with the terms of the service level agreement between J.P. Morgan and the client.
You must exhibit an ability to work with other functional areas both locally and globally, to ensure the provision of a timely and efficient level of service.
**Responsibilities**:
- Oversee the regulatory reporting deliverables from the offshore teams including second review and monitoring timeliness & quality of their deliverables
- Analyze large quantities of data to ensure classifications and other data points are accurate and as per the regulatory requirements
- Be part of the workflow to produce the regulatory reporting which may include running data checks and assisting to resolve queries from the offshore team
- Work in partnership with the offshore team to resolve client queries
- Escalate issues identified in a timely manner
- Assist with platform transitions, new business onboarding and other strategic projects for regulatory reporting
- Monitor KPIs and work towards continuous improvement
- Identify opportunities for process improvement and implement
**Required qualifications, capabilities, and skills**:
- Previous experience with APRA reporting
- Minimum 4 years relevant industry experience in the financial services sector
- Relevant knowledge and experience will be considered in conjunction with related business degree, or industry recognized training (CPA, CA, ACCA, SIA, AFSA)
- Able to work under pressure, prioritise appropriately, meet deadlines and juggle simultaneous demands
- Demonstrated experience in accounting for funds including trial balance concepts
- Demonstrated working knowledge of various financial instruments and their classifications
- Attention to detail, particular as it pertains to data
**Preferred qualifications, capabilities, and skills**:
- Takes accountability for issues and actions to ensure client and internal expectations are met
- Continuously displays strong analytical skills and attention to detail
- Proactively responds and adapts to change on a personal and professional level.
- Excellent communication skills
- Ability to get along with others, work as a team, and build relationships
**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**
The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world’s most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
Operations teams develop and manage innovative, secure service solutions to meet clients’ needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.