Account Supervisor

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Job Description - Account Supervisor

Job Description

The Client Account Service is responsible for the opening, maintenance, and closure of collateral accounts for clients across regions. On a daily basis, the team processes requests received from clients regarding the various request types mentioned above. In addition, the team addresses issues raised by the Collateral Operations Team. The team collaborates with external clients as well as key internal stakeholders in the respective businesses, operations, and technology teams to meet the client's business requirements. 

The Client Account Services team manages and supports Account Setup, Maintenance, Closures, Static Data Maintenance and Entitlements activities for our clients and regional service teams located in APAC, EMEA and WHEM. The Client Account Services team is split between Bangalore & Manila. We come under the Corporate Investment Banking line of business and are a part of wider 4000+ staff operating out of Mumbai, Bangalore and Manila.

Job responsibilities 

  • Manage the day-to-day operations for account initiation, setup, maintenance & closure
  • Ensure all requests related to Account Set Up, Maintenance, Closures, Static Data Maintenance and Entitlements activities for our clients and regional service teams located in APAC, EMEA and WHEM are completed in a timely fashion.
  • Monitor daily activities of a group (individual contributors) in the CAS area.
  • Publish MIS/Performance scorecards to senior management on a daily, weekly and/or monthly basis, as required.
  • Analyze trends and engage product service groups in grass-roots discussions to mitigate such issues at a basic level. 
  • Participate in various department and team projects to exceed Client expectations.
  • Exercise judgment within broadly defined practices and policies. 
  • Makes recommendations on process improvements and provides guidance on more complex operating procedures.
  • Facilitate team meetings to review/address client concerns and opportunities, as required.
  • Analyzes and prepares reports and scorecards for management.  In an individual contributor role, functions as a key contributor with demonstrated knowledge of area of specialization. 
  • Work closely with the Process Manager as well as the Team Members to ensure flawless service delivery to franchise clients. 

Required qualifications, capabilities, and skills

  • Bachelor’s degree / MBA’s with at least 5 years of experience. 
  • Strong verbal and written communication skills
  • Has to be extremely client-focused and result-oriented in approach
  • Good team player and self-motivated
  • Strong analytical skills
  • Desire to work in a fast-paced environment with multiple deliverables
  • Proven skills in time management, organization, and attention to detail
  • Proficiency in Microsoft Office suite of applications
  • Handles unexpected situations adeptly
  • Ready to work in any shift. 

Preferred qualifications, capabilities, and skills

  • Knowledge on the capital markets & custody operation is a plus

 

About Us

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. 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. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our  FAQs for more information about requesting an accommodation.

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.

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