Data Operations Associate

Job Summary

As a Data Operations Associate within Client Account Services, you will support activities for Banking Operations which involve account onboarding and maintenance.

The role will involve working with client and account data. The responsibilities will include leading a team performing functions across account data creation and management. The manager will be required to review the system of record to ensure they satisfactorily meet specific outlined requirements. Additionally, the manager will be expected to contribute to a wider team, provide regular progress updates, maintain an understanding of the product, approach their work with a control-mindset, and demonstrate an understanding/application of policies and procedures.

Job responsibilites:

• Authenticate requests/ perform due diligence prior to processing or verification of the request in accordance with the SOP’s
• Ensure 100% accuracy in applicable systems and mainframe applications with zero tolerance related to client data breaches
• Ensure all control protocols are followed and evidenced accurately on relevant EOD control checklists within timelines
• Propose and implement improvements to current working methods, contributing to the efficiency and resilience of our operating platform
• Foster a collaborative environment by leveraging emotional intelligence skills to build trusting relationships with peers, managers, and stakeholders
• Collaborate with stakeholders and Automation teams to streamline processes and enhance efficiency in CAS Banking operations
• Propose and implement improvements to current working methods, contributing to the efficiency and resilience of our operating platform
• Demonstrate strong communication, problem-solving, and stakeholder management abilities, with a client-focused approach
• Utilize digital platforms and analytical tools to process, analyze, and enhance client data management across products and platforms

Required qualifications, capabilities, and skills

• Proven experience in operations or client account services within financial services, ideally across Investor Services (e.g., documentation, accounts, entitlements)
• Demonstrated control discipline executing SOPs, with a track record of zero‑tolerance data handling and high accuracy across enterprise/mainframe systems
• Hands‑on expertise in client documentation lifecycle, account setup/maintenance, and entitlements administration, including due diligence and verification
• Strong governance and remediation execution skills: defining roles/responsibilities, setting milestones, tracking deliverables, and escalating risks/barriers
• Ability to manage in‑flight remediation projects end‑to‑end, including risk identification, mitigation planning, and stakeholder alignment
• Proficiency with digital platforms and analytical tools for data processing, validation, and quality management; comfort working across multiple systems
• Excellent communication and stakeholder management skills to collaborate with peers, managers, and cross‑functional partners (including Automation teams)
• Process improvement mindset with experience identifying, proposing, and implementing workflow enhancements that drive efficiency and resilience
• Strong problem‑solving, prioritization, and time‑management abilities under tight timelines and control expectations
• Commitment to client‑centric service, operational risk awareness, and data protection/confidentiality standards

Preferred qualifications, capabilities, and skills

• Preferred experienced with client documentation and JPM systems

• Familiarity with operational risk and control frameworks (issue management, corrective action plans, quality assurance/testing).

• Exposure to automation and transformation initiatives

• Proficiency with analytics and data tools; comfort querying and reconciling data across systems