Senior Client Operations Lead, Wealth Management

Testing Site - JPMC; Metro Manila; Vor Ort; PHP 1.200.000 - 2.000.000; Vollzeit

Zusammenfassung

Testing Site - JPMC is seeking a seasoned USPB Client Operations Senior Associate to oversee end-to-end client onboarding, KYC, and account maintenance within Wealth Management Operations. You will manage exceptions, drive process improvements, and collaborate with global teams to exceed client expectations with operational excellence.

The role requires strong leadership, stakeholder management, and the ability to deliver results in a fast-paced environment.

Qualifikationen

• Bachelor’s degree required in Banking, Finance, Commerce, Science or equivalent military experience.
• Eight years of relevant operations experience, including four years of people and team management.
• Strong organizational and interpersonal skills with attention to detail.
• Ability to work independently with minimal supervision and manage team performance.

Aufgaben

• Ensure SLAs for productivity, accuracy, turn times, and staffing are met and improved.
• Serve as SME and manage exceptions during onboarding lifecycle.
• Collaborate with upstream/downstream teams to resolve exceptions.
• Deliver high-quality performance to meet client needs and expectations.
• Adhere to service levels, process controls, and escalation policies.
• Identify issues and lead transformation projects.
• Lead governance forums and communicate project timelines and capacity.
• Supervise Client Operations team and support talent development.
• Lead transformation initiatives to drive operational excellence.
• Oversee volume analysis, capacity planning, and headcount assessment.

Kenntnisse

People management

Stakeholder management

Process improvement

Change mindset

Communication skills

Presentation skills

Analytical skills

Multi-tasking

Detail-oriented

Team leadership

Ausbildung

Bachelor’s degree in Banking, Finance, Commerce, Science

Postgraduate degree in Finance or Accounting

Jobbeschreibung

Testing Site - JPMC is seeking a seasoned USPB Client Operations Senior Associate to oversee end-to-end client onboarding, KYC, and account maintenance within Wealth Management Operations. You will manage exceptions, drive process improvements, and collaborate with global teams to exceed client expectations with operational excellence.

The role requires strong leadership, stakeholder management, and the ability to deliver results in a fast-paced environment.