(V591) | Awm Customer Transfer Analyst
- Buenos Aires
- Permanente
- Tiempo completo
The Department is organized into nine functions: (1) ACAT Receive, (2) ACAT Delivery, (3) Non-ACAT Receive, (4) Non-ACAT Delivery, (5) Direct Registration Service ("DRS"), (6) Mutual Fund Transfers Receives, (7) Mutual Fund Transfers Deliveries, (8) Fail Reversals and (9) PMAs.The main volume for the team's workload is represented by ACAT (Automated Customer Account Transfers) which are basically transfers that go via system, and require analysts reviewing transfer forms provided by Financial Advisors or SDI Team to make sure they are in good order before they´re being processed. Non ACAT transfers are manually processed and apart from reviewing forms, a follow up process is implemented in order to ensure transfer gets complete.The Customer Transfers Team is constantly searching and working on improvements and growth, such as automations or implementing industry changes in order to provide the customer a better experience. Every team member has the opportunity to suggest or participate in any ongoing project for innovation or automation.The main aim is for every member to get an end to end knowledge of all the processes and functions performed in the department. In order to achieve this, cross training is implemented in a monthly basis, giving the team resiliency tools for back up.
**Skill Development/required skills**
- Client/customer focus.
- Ability to prioritize workload from different sources.
- Able to deal with deadlines to meet the daily cut offs.
- Able to quickly adapt to different scenarios as per the internal client requirements, industry changes and procedures
- Problem solving. Able to identify potential issues and find solutions to escalations that may arise.
- Team player, within Transfers space and with other teams that work alongside with Transfers.J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
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