Job Details

Wealth Management Quality Assurance Analyst Tax and Client Onboarding Associate: Private Bank America

Company name
JPMorgan Chase & Co,

Westerville, OH

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Wealth Management Quality Assurance Analyst – Tax, and Client Onboarding Associate: Private Bank America','170080065','!*!



J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

 We are currently seeking a talented and motivated Quality Assurance Specialist to join our Quality Team of PBA Private Bank Operations. The position responsibilities include day-to-day quality assurance review, facilitating cross functional meetings, providing guidance and consultation to data owners, and working collaboratively with stakeholders and management to ensure quality performance is monitored, communicated, and implemented in accordance with firm policies and standard operating procedures.

Essential Duties and Responsibilities include, but are not limited to, the following:

Perform quality assurance review of tax set up at client onboarding, withholding and reporting stages

Work with members of the Tax and Client Onboarding team on inquiries on tax withholding and reporting rules (Chapter 3, QI and Chapter 4, FATCA)

Contribute to continuous improvement and development of the quality program

Provide general assistance to data owners and approvers

Interpret firm policies and compliance requirements for incorporation into company systems/procedures

Work with members of the Tax And Client Onboarding team strengthening, updating/creating procedures and setting controls in place

Participate as required to meet schedules or resolve problems at peer level

Additional responsibilities assigned by management which may include assistance with process transfers, partner communications, maintenance of quality agreements, etc.

Document and deliver information regarding due diligence rules for client identification, documentation, withholding and reporting','!*!

Knowledge of financial principles and procedures

Knowledge on US tax – the QI regime and FATCA law

Attention to detail and diligence

Strong interpersonal, written and oral communication skills

Self-starter, able to work independently and as part of multicultural teams

Proficient in organizing, priority-setting, and issues management

Desirable Qualifications:

Experience using the tax and/or client onboarding tools and applications

Experience in any international tax legislation would be an asset

Knowledge of Olympic/DTS/ICR

Knowledge on the Common Reporting Standards (CRS) in conjunction with the Automatic Exchange of Information

Bachelor’s degree in a business field or other field with equivalent work experience

 ','JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.','Asset Management ','US-OH-Westerville-460 Polaris Pkwy / 54988','US-NY-Brooklyn-3 Chase Metrotech Ctr / 03355','ASSET & WEALTH MANAGEMENT','Full-time','Standard','Day Job','','','J.P. Morgan','J.P. Morgan','','','Wealth Management Quality Assurance Analyst – Tax, and Client Onboarding Associate: Private Bank America

Company info

JPMorgan Chase & Co,
Website :

Company Profile
JPMorgan Chase (NYSE: JPM) is one of the oldest financial institutions in the United States. With a history dating back over 200 years, here's where we stand today: JPMorgan Chase (NYSE: JPM) is one of the oldest financial institutions in the United States. With a history dating back over 200 years, here's where we stand today:

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