Reference Data Specialist

You are a strategic thinker passionate about driving solutions in Static team (Receivables). You have found the right team

Job Responsibilities

• Task Execution: Each staff member is responsible for executing assigned tasks, which include setting up client records, maintaining work logs, and investigating exceptions. This requires attention to detail and organizational skills.
• Data Management: Responsible for accurately adding and updating client information in various systems and mainframes. This involves ensuring data integrity and accuracy.
• Workflow Management: Manage the workflow of Business As Usual (BAU) tasks, handling requests from Customer Service Officers (CSOs), the Implementation Team, and other internal departments. This requires effective time management and prioritization skills.
• Timely Processing: Ensure that work is processed within established timeframes and meets necessary controls and targets. This involves adhering to deadlines and quality standards.
• Communication: Interact with Lines of Business and internal clients, including senior personnel, via telephone or email. Strong communication skills are essential for this aspect of the role.
• Query Resolution: Respond to queries received via email and prioritize resolving client issues. This requires problem-solving skills and a customer-focused approach.
• Project Work: Work on various BAU projects as assigned, ensuring timely completion. This involves flexibility and the ability to manage multiple tasks.
• Process Improvement: Identify ways to improve current work practices and handle any required backup tasks related to production. This requires a proactive approach to process optimization.
• Investigation: Conduct extensive investigations at the transaction and aging level. This involves analytical skills and attention to detail.
• Team Contribution: While the role has individual responsibilities, there is an expectation to contribute to the team’s goals and Service Level Agreements (SLAs).

Required qualifications, capabilities and skills

• Strong English written and verbal communication skills are essential. This is crucial for effective interaction with clients and colleagues, as well as for documentation and reporting.
• A graduate with 0-1 years of experience in a bank operations environment is required. While this is an entry-level position, knowledge of cash and trade products is advantageous, suggesting a preference for candidates with some familiarity with banking products.
• Ability to analyze information and pay close attention to detail is important. This ensures accuracy and thoroughness in handling banking operations.
• Being highly organized and able to meet deadlines are key strengths. This is important for managing tasks efficiently in a fast-paced environment.
• A high level of client centricity, sound communication, and solution orientation are required. This indicates a focus on providing excellent service and resolving client issues effectively.
• Technical Skills: Excellent PC skills, particularly proficiency with the MS Office suite, especially MS Excel, are necessary. This suggests that data analysis and reporting are part of the role.
• Excellent interpersonal skills are needed to work effectively with colleagues and clients, fostering positive relationships.
• The ability to ask questions and pursue open issues assertively until resolution is important. This requires a proactive and professional approach to problem-solving.
• Willingness to work in WHEM Shift (7:30 PM to 4:30 AM).

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.