Join a team that’s redefining excellence in client data management and operational efficiency where you’ll have the opportunity to innovate, streamline processes, and make a real impact on the client experience. We value forward-thinking individuals who thrive in dynamic environments and are passionate about setting new standards. Your contributions will help shape the future of financial services. Discover a workplace where your skills and ideas are truly valued.

As a Client Data Specialist III in Operations, you’ll collect, review, and maintain client records to ensure compliance with regulatory standards. You’ll support KYC and AML processes, assist with client onboarding, and verify the accuracy of transaction data. This role offers hands-on experience with banking compliance and the chance to develop strong analytical and organizational skills. You’ll work closely with your team to uphold data integrity and support operational goals. The position provides a foundation for professional growth within financial services.

Job responsibilities

• Assist with collecting and verifying client data, making sure records meet KYC (Know Your Customer) and AML (Anti-Money Laundering) standards.
• Address service questions from clients and colleagues, using clear communication and problem-solving skills to deliver excellent customer service.
• Follow established procedures to make decisions, work with team members, and help ensure KYC processes are completed efficiently and on time.
• Support client onboarding by applying attention to detail and organizational skills to meet regulatory requirements and assist with risk assessment.
• Review transaction data to spot patterns, confirm information, and document findings for further review or escalation.

Required qualifications, capabilities, and skills

• Coursework or experience in KYC, compliance, or data management
• Comfortable using digital platforms and technology tools, including Microsoft Office, for data entry, review, and analysis.
• Strong organizational and time management skills; able to handle multiple tasks and set priorities.
• Excellent communication and interpersonal skills, with a focus on accuracy and confidentiality.
• Ability to work well in a team and resolve issues efficiently.

Preferred qualifications, capabilities, and skills

• Demonstrated ability to motivate teams with advanced empathy and emotional intelligence.
• Competent in mainframe and PC-based systems, with strong proficiency in MS Office, supported by proficient digital literacy.

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.