Reference Data & Onboarding Specialist

JPMorganChase; Metro Manila; On-site; PHP 600,000 - 980,000; Full time

Job summary

JPMorganChase in Manila seeks a Reference Data Associate in Client Account Services to manage account and reference data for onboarding and ongoing maintenance. You will strengthen the operating model through disciplined governance, clear stakeholder communication, and targeted automation.

You will partner with operations, technology, product partners, and client stakeholders to drive accuracy, transparency, and continuous improvement, supporting governance and risk standards in a dynamic

Qualifications

• Experience in client onboarding, account setup, reference data, and/or investment operations within a financial services environment.
• Experience structuring work, coordinating across multiple stakeholders in a matrix organization.
• Strong written and verbal communication skills, including the ability to explain process and data topics clearly to diverse audiences.
• Demonstrated ability to prioritize competing deliverables, manage changing workflows, and escalate appropriately when risks emerge.
• Proven analytical and problem-solving skills, including the ability to break down complex operational issues into actionable steps.
• Strong attention to detail and a continuous improvement mindset.

Responsibilities

• Manage end-to-end reference data setup and maintenance for funds, investment managers, custodians, and brokers aligned to onboarding and change deliveries.
• Process daily client and internal requests such as account openings, account closures, and account change requests.
• Validate data quality and completeness to support accurate and timely account and market setup.
• Partner with solution design, operations, technology, and product partners to clarify requirements and deliver outcomes.
• Identify and deliver automation opportunities with measurable outcomes.
• Produce process documentation, training materials, and communications to support adoption of changes.
• Coordinate testing support, including defining business requirements and supporting user acceptance testing.
• Maintain disciplined delivery governance, including tracking risks and dependencies.
• Prepare and deliver reporting updates to internal stakeholders and, where applicable, external stakeholders.
• Drive continuous improvement by reviewing root causes and supporting target operating model changes.
• Partner with controls and governance teams to support adherence to governance and operational risk standards.

Skills

Client onboarding

Stakeholder coordination

Communication skills

Analytical problem-solving

Attention to detail

Microsoft Office

Tools

Alteryx

Tableau

Python

OCR

Job description

JPMorganChase in Manila seeks a Reference Data Associate in Client Account Services to manage account and reference data for onboarding and ongoing maintenance. You will strengthen the operating model through disciplined governance, clear stakeholder communication, and targeted automation.

You will partner with operations, technology, product partners, and client stakeholders to drive accuracy, transparency, and continuous improvement, supporting governance and risk standards in a dynamic