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JPMorgan Chase

Job: CAO - Account & Reference Data Specialist

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Jobing Description

Req #: 170063227
Location: Newark, DE, US
Job Category: Operations
Potential Referral Amount: 0 US Dollar (USD)

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.6 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small business, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world's most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Information about JPMorgan Chase & Co. is available at

The Chief Administrative Office Operations team supports compliance, and manages and maintains reference data to ensure that our customers, employees, and lines of business are in adherence with firm standards and required regulations.
Client Reference Data Operations (CRD) is an operating unit center of excellence that enables multiple lines of business across J.P. Morgan Chase to leverage consistent, high-quality client reference data. The team’s responsibilities include setting up, maintaining and off-boarding client reference data, as well as supporting targeted data quality remediation efforts. CRD also supports the External Party Data Domain, which involves definitional and data model work.
Client Reference Data Operations Specialist will be responsible for creating and maintaining client reference data, and ensuring data quality standards are met in various systems. Responsibilities include:
  • Process request for customer set up on various client systems
  • Monitor failure queues, mailboxes and databases to ensure all items are cleared in a timely manner (within SLA)
  • Modify customer information based on daily maintenance requests (address, tax identification number)
  • Proactively communicate with LOB requesters to ensure creations and data amendments meet minimum standards
  • Verify that corrections and modifications in data are fed to various systems
  • Query various processing systems to ensure duplicate client accounts are not created and/or maintained
  • Analyze and maintain all customer matches within a set of client identifiers and combine customers when necessary
  • Create and maintain procedure documents and help drive control-centric environment
  • Assist with training documents and training staff on new and revised processes
  • Modify supervisory review rejections in a timely manner
  • Use product knowledge to resolve unique or challenging issues on an individual needs basis
  • Participate in UAT testing, pass/fail reporting, raising and tracking of defects and resolution
  • College degree or equivalent work experience
  • Minimum of 1 to 2 years experience in Operations with products, reference data, systems and credit
  • Ability to learn and use multiple, complex databases and systems in a relatively short timeframe
  • Strong client focus and relationship-building skills across lines of business and levels
  • Demonstrated attention to detail
  • Able to communicate articulately, both written and verbally, to all levels of staff and management, and influence and support decisions
  • Ability to work independently, as well as in a team environment
  • Proficiency with MS Office applications (Word, Excel, Power Point)
  • Ability to recognize and appropriately escalate issues and discrepancies
  • Strong analytical ability
  • Ability to adapt to a fast paced environment and flexible

Skills / Requirements

Important Notes