WM Client Operations - KYC Specialist

Welcome to Chase Bank, where we believe in providing exceptional financial services to our clients. We are currently seeking a highly motivated and detail-oriented individual to join our WM Client Operations team as a KYC Specialist. In this role, you will play a critical role in ensuring the accuracy and completeness of client information for our Wealth Management division. We are looking for someone with a strong understanding of KYC regulations, excellent communication skills, and a passion for delivering top-notch client experiences. If you thrive in a fast-paced and dynamic environment, and are dedicated to maintaining the highest level of compliance and integrity, we invite you to apply for this exciting opportunity at Chase Bank.

1. Conduct thorough and accurate reviews of client information and documentation to ensure compliance with KYC regulations.
2. Communicate effectively with clients to obtain necessary information and documentation.
3. Collaborate with internal teams to resolve any discrepancies or missing information.
4. Maintain up-to-date knowledge of KYC regulations and changes in industry standards.
5. Provide exceptional customer service by promptly responding to client inquiries and addressing any concerns.
6. Accurately update and maintain client records in compliance with company policies and procedures.
7. Identify and report any potential risks or suspicious activity to the appropriate parties.
8. Participate in team meetings and training sessions to stay informed about department updates and changes.
9. Work efficiently and effectively to meet deadlines and ensure timely completion of tasks.
10. Maintain confidentiality and adhere to privacy policies when handling sensitive client information.
11. Continuously seek opportunities to improve processes and procedures to enhance the client experience.
12. Collaborate with other team members to ensure consistency and accuracy in client information across all platforms.
13. Proactively identify and address any errors or discrepancies in client information.
14. Comply with all company and regulatory policies and procedures.
15. Assist with other tasks and projects as assigned by management.

According to JobzMall, the average salary range for a WM Client Operations - KYC Specialist in Los Angeles, CA, USA is between $60,000-$80,000 per year. This can vary based on the specific company, experience level, and other factors.

JPMorgan Chase Bank, N.A., doing business as Chase Bank, is a national bank headquartered in Manhattan, New York City, that constitutes the consumer and commercial banking subsidiary of the U.S. multinational banking and financial services holding company, JPMorgan Chase.