Wealth Management - Account Opening Manager - Bilingual (English and Spanish)

Job Description

Are you looking for a dynamic leadership role where you can drive precision and collaboration, ensuring seamless client updates, system enhancements, and effective issue resolution?

As an Account Opening Lead in the Client Operations organization you will be responsible for a wide variety of functions which include submitting client updates, updating back end systems, and overseeing and reconciling the team's daily work. You will work closely with several internal business groups including the Client Onboarding Maintenance (COB), Client Services, Investors, Investment Assistants and Supervisory Managers. Your role requires a high degree of discipline, a strong attention to detail and a strong control mindset. You will also serve as the liaison for issue resolution and research relating to account information queries, and providing feedback to the team on performance and quality.

Job Responsibilities:

• Review and interpret client-executed documentation
• Research client documentation for accurate suitability (FINRA Rule 2111)
• Take ownership to diligently maintain policies and procedures
• Serve as the first line of defense for escalations, resolving issues with business partners
• Represent your team as a subject matter expert (SME)
• Run reports and review metrics, taking actions as needed
• Promote and cultivate a controls environment to mitigate risk
• Communicate with business partners/clients, providing coaching on persistent issues
• Investigate opportunities to reduce costs and automate processes
• Be responsible for talent recruitment, training, and development
• Ensure completion of mandatory training by employees before deadlines

Required qualifications, capabilities, and skills:

• Proficient in Spanish or Portuguese
• Demonstrate strong analytical and problem-solving skills
• Maintain a strong client focus
• Embrace a growth mindset with continuous learning
• Be detail-oriented and accurate
• Manage tasks effectively and prioritize efficiently
• Exhibit strong verbal and written communication skills
• Display teamwork and leadership abilities
• Develop and maintain relationships with business partners
• Commit to quality and control
• Provide thought leadership with a focus on process improvement
• Troubleshoot and solve issues independently under pressure and fixed deadlines

Preferred qualifications, capabilities, and skills:

• Bachelor's degree or equivalent professional experience
• At least 3 years of experience with in a financial services, operational or compliance fields
• Documentation analysis experience preferred

About Us

JPMorganChase, 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

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.