Client Data Specialist

Location: Bengaluru, Karnataka, India

Job Family: Client Data

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a rich history of innovation and client-centric solutions. As a Client Data Specialist in our Bengaluru office, you will play a pivotal role in ensuring the integrity and accuracy of client data that powers our investment banking, asset management, and commercial banking operations. This position within the Client Data category offers the opportunity to drive process improvements that enhance client experiences and support our commitment to operational excellence in a dynamic, technology-driven environment. You will work closely with diverse teams to manage data flows, mitigate risks, and contribute to the firm's reputation for reliability in the financial services industry. Your day-to-day responsibilities will include validating client information against regulatory requirements, such as those from the Reserve Bank of India and international standards, while leveraging tools like SQL and advanced analytics to identify discrepancies. You will innovate workflows to automate routine tasks, reducing turnaround times for client onboarding and reporting. By fostering collaboration across JP Morgan's global network, you will help deliver seamless experiences that build trust with our high-net-worth clients and institutional partners. This role demands a keen eye for detail and a proactive approach to problem-solving, ensuring that our data systems remain robust against evolving financial challenges. Joining JP Morgan Chase means becoming part of a world-class organization that invests in your growth through comprehensive training and career development programs. In Bengaluru, a key hub for our technology and operations, you will benefit from a supportive culture that values diversity and inclusion. This position not only offers professional fulfillment but also the chance to impact the lives of clients worldwide by upholding the highest standards of data accuracy and innovation in financial services.

Key Responsibilities

• Maintain and enhance the accuracy of client data across JP Morgan Chase's global systems, ensuring compliance with regulatory standards in the financial services industry
• Collaborate with cross-functional teams including relationship managers and compliance officers to validate and update client information
• Identify opportunities for process innovation to streamline data entry, retrieval, and reporting, reducing errors and improving efficiency
• Conduct regular audits of client data to detect inconsistencies and implement corrective actions
• Support client onboarding and KYC (Know Your Customer) processes by managing data inputs and verifications
• Develop and document data management procedures tailored to JP Morgan's investment banking and asset management divisions
• Analyze data trends to provide insights that enhance client experiences and support business decision-making
• Ensure data security and confidentiality in line with JP Morgan's robust cybersecurity protocols
• Train team members on best practices for client data handling and utilize tools like SQL for data queries
• Contribute to ad-hoc projects aimed at digital transformation in client data operations

Required Qualifications

• Bachelor's degree in Finance, Business Administration, Information Technology, or a related field
• Minimum of 2-3 years of experience in data management, client services, or financial operations within the banking or financial services sector
• Proficiency in data accuracy and validation processes, with a strong understanding of client data privacy regulations such as GDPR and local Indian data protection laws
• Experience working with financial databases and client relationship management (CRM) systems
• Demonstrated ability to handle sensitive client information in a high-stakes financial environment
• Strong analytical skills with the ability to identify and resolve data discrepancies
• Fluency in English; knowledge of additional languages is advantageous for global client interactions

Preferred Qualifications

• Advanced certification in data analytics (e.g., Certified Data Management Professional) or financial services (e.g., CFA Level 1)
• Prior experience at a major financial institution like JP Morgan Chase or similar, focusing on client data governance
• Familiarity with JP Morgan's internal tools such as proprietary data platforms or risk management systems
• Experience in process automation and innovation within financial data workflows
• Master's degree in a relevant field or equivalent professional experience

Required Skills

• Data analysis and validation using tools like Excel, SQL, and Python
• Knowledge of financial regulations and compliance in banking
• Proficiency in CRM systems such as Salesforce or JP Morgan's proprietary platforms
• Attention to detail and accuracy in handling complex datasets
• Problem-solving and critical thinking for resolving data issues
• Strong communication skills for collaborating with global teams
• Time management and ability to prioritize tasks in a fast-paced environment
• Understanding of financial products like investments, loans, and wealth management
• Process improvement and innovation mindset
• Technical aptitude for learning new data management software
• Analytical skills for trend identification and reporting
• Team collaboration and interpersonal skills
• Adaptability to regulatory changes in the financial services industry
• Basic project management abilities
• Ethical judgment in managing sensitive client information

Benefits

• Competitive base salary with performance-based bonuses aligned to JP Morgan's financial success
• Comprehensive health insurance coverage including medical, dental, and vision plans for employees and dependents
• Retirement savings plan with employer matching contributions to support long-term financial security
• Generous paid time off, including vacation, sick leave, and parental leave policies
• Professional development opportunities through JP Morgan's internal training programs and tuition reimbursement
• Employee wellness programs featuring fitness reimbursements and mental health support
• Flexible work arrangements, including hybrid options in Bengaluru, with access to modern office facilities
• Global mobility programs for career advancement within JP Morgan Chase's international network

JP Morgan Chase is an equal opportunity employer.