Client Onboarding & Operations Specialist (Automation)

JP Morgan Chase; Singapore; On-site; SGD 60,000 - 120,000; Full time

Job summary

JP Morgan Chase in Singapore is seeking an Associate in Asset & Wealth Management operations to enhance client onboarding and provide comprehensive support across products and platforms. You will handle inquiries, process transactions, and guide colleagues while ensuring compliance and high-quality service.

The role emphasizes strategic planning, anti-fraud awareness, automation, and strong collaboration with internal partners to improve the client experience and service center efficiency.

Qualifications

• At least 2 years of experience in client service and/or operations.
• Ability to apply strategic planning principles to improve service center operations.
• Experience implementing anti-fraud strategies to prevent fraudulent transactions.
• Proficiency in using automation technologies to optimize service center operations.
• Proven skills in managing internal stakeholders to drive outcomes.
• Bachelor Degree or equivalent.
• Strong knowledge of Private Banking, KYC, AML, regulatory requirements (i.e. HKMA and MAS).
• Strong interpersonal, analytical, problem solving, negotiating, influencing, facilitation, organizational, prioritization, decision-making and conflict resolution skills.
• Excellent communication skills.
• Open-minded and willing to share information with peers and team members.

Responsibilities

• Support the end-to-end client onboarding process across products and platforms.
• Address client inquiries and troubleshoot problems using strategic planning and AML awareness.
• Process transactions accurately and efficiently, adhering to policies and procedures.
• Identify opportunities to refer services based on client needs and improve service center operations.
• Collaborate with internal stakeholders to drive mutually beneficial outcomes and manage expectations.
• Conduct client due diligence promptly, assessing AML risks and escalating as necessary.
• Provide guidance to team members to foster an environment of continuous improvement.
• Serve as the main contact for bankers, ensuring client experience is managed within SLAs.
• Facilitate all queries for cases, including escalations around PEP, screening, regulatory, compliance, and risk.
• Contribute ideas to drive continuous improvement in service delivery.

Skills

Client service

Operations management

Strategic planning

Anti-fraud awareness

Automation

Stakeholder management

Communication

KYC AML regulatory

Problem solving

Negotiation

Education

Bachelor Degree or equivalent

Tools

Automation tools

Job description

JP Morgan Chase in Singapore is seeking an Associate in Asset & Wealth Management operations to enhance client onboarding and provide comprehensive support across products and platforms. You will handle inquiries, process transactions, and guide colleagues while ensuring compliance and high-quality service.

The role emphasizes strategic planning, anti-fraud awareness, automation, and strong collaboration with internal partners to improve the client experience and service center efficiency.