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JPMorgan Chase & Co.
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Fund Accounting_Client Onboarding
JPMorgan Chase & Co.
posted 5d ago
Job Role Insights
Flexible timing
Key skills for the job
Job Description
- Oversee the onboarding of new clients, including managing tax and accounting transitions and handling accounting data.
- Manage incremental transitions and restructuring of existing client records.
- Address support queries related to transition processing and resolve any issues.
- Upload and process all transition components into accounting systems according to client instructions and project plans.
- Analyze the tax implications of all transitions, including those related to new client onboarding and restructures.
- Collaborate with internal teams to ensure timely resolution of queries related to transition processing.
- Reconcile all onboarded positions with original source information to ensure accuracy in both accounting and tax records with the incumbent custodian.
- Ensure all application requirements, including an updated resume, are posted, submitted, and completed.
- Candidates must have a graduate or postgraduate degree with 5-7 years of experience, preferably in the financial sector.
- Demonstrate meticulous attention to detail and strong analytical skills.
- Possess a numerical thought process and the ability to work in a deadline-driven environment.
- Maintain a client-focused approach and proficiency in using MS Office.
Employment Type: Full Time, Permanent
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