About Client Reporting
The Client Reporting (CR) and Client Data Maintenance (CDM) Teams are comprised of highly dedicated and client experience focused individuals who are responsible for all aspects of the client reporting and data maintenance for Private Banking, Chase Wealth Management & JPMorgan Securities LLC accounts. The teams in Client Reporting are comprised of: Statements (Quality & Corrections), Suitability Hub, Regulatory Client Communications, Factsheet Oversight, Court Order and Levy (COAL) and Subpoena Support, and Audit Confirmations. The team interacts with a variety of internal groups including, but not limited to, the Client Onboarding, Investors, Bankers, Middle Office, Client Services and Fiduciary in an effort to assist with client requests, inquiries and/or issues.
The WM Client Reporting Analyst is responsible for QC analysis, coordination and production of fact sheets, supporting the Global Product and Solutions business. Fact sheets are documents that present fund/composite strategy specific data points for both existing and prospective Private Bank clients who are currently invested(ing) in the funds/strategies. The Client Reporting Analyst will partner with external production vendors as well as internal stakeholders, such as Investor Relations, Front/Middle Office and other data providers, to facilitate the production and distribution of the fact sheet documents.
Responsibilities
- Coordinate with third party vendors for production of monthly and quarterly performance reports, as well as facilitate distribution of reports to clients
- Liaise with internal stakeholders in order to investigate and resolve issues that may occur throughout BAU production of fact sheets
- Perform regular control reviews to ensure compliance with auditing, risk and regulatory requirements and standards
- Assist with additional Client Reporting tasks including: Testing, Quality and Control checks, RCSAs ad hoc request, etc.
- Prepare, review and revise Standard Operating Procedures as needed and recommend improvements to remediate risks and enhance controls
- Anticipate challenges and implement solutions to ensure a positive client experience
Qualifications
·Strong analytical and problem solving skills
·Excellent team player
·Escalate potential issues or concerns to management team
·Strong client focus
·Outstanding attention to detail
·Highly motivated with ability to work independently and in a team environment
·Excellent verbal and written communication skills
·Ability to develop & maintain relationships with business partners
·Commitment to quality and control
·Ability to think creatively and recommend/implement process improvements
·Strong organizational skills to successfully manage multiple tasks at one time
·Strong background in use of computer systems (PC and Mainframe)
·Knowledge of Private Bank products/services preferred
·A.S/ B.S. degree or equivalent work experience
·Strong knowledge of Microsoft Applications, preferably Excel & Access Database
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