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Wealth Management - Account Control Team - Administration Analyst
June 12, 2018
Edinburgh, United Kingdom
J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
Operations are uniquely positioned at the heart of all that we do. We impact the business we undertake from end to end - involved in almost all major steps of the transaction lifecycle as well as new initiatives (account opening, products and services) and vendor management. We work in collaboration with counterparts from all areas across Lines of Business, Technology, Finance and Corporate Functions. Our role is all about maintaining the efficient processes our people rely on every day to do first-class business, whilst constantly striving to achieve the improvement that makes the firm one of the most respected financial institutions in the world.
The Account Control Team - Administration (ACT Admin) is responsible for the opening and ongoing maintenance of Private Banking Accounts across multiple EMEA platforms and ensuring compliance with local regulatory static data requirements . The Account Control team offers quality and timely service to clients while providing an ongoing support to internal stakeholders and acting as a knowledgeable resource for the entire Private Bank.
The successful candidate will be working in the fast-paced environment which requires mastering various processes and liaising with numerous internal stakeholders. The main responsibilities will be to update, maintain and process clients' documentation using in-house systems and to deal with queries related to systems, documentation and client information.