Job Description
Within the Private Bank (PB), the Incident and Client Advisory Group (ICA) is a specialized advisory unit that is the central point of coordination and governance around escalation for client activities and relationships that pose possible reputational or financial crimes compliance risk. Upholding the integrity of the PB, we provide high quality advice and assistance enabling the PB to evaluate clients efficiently and effectively, resulting in the best and most respected set of clients
As an Associate Case Manager, you will work within a team environment and demonstrate capability to review risky prospects, clients, accounts and transactions. You must be skilled at identifying significant issues and driving resolution through the proper forum, minimizing losses and reputational damage resulting from high risk clients and transactions. Effective communication and documentation is critical to this process. Advise Bankers and support staff on risk issues and mentor junior members of the team. Develop effective relationships with Bankers and risk management professionals throughout the Company.
Job responsibilities

• Receiving inbound alerts and determining the appropriate disposition, including escalation to Committee
  • Negative news and information from corporate-wide screening
  • Transaction-related alerts
  • Financial crime alerts
  • Elder or vulnerable concerns
• Providing guidance to Bankers on addressing those matters
• Performing due diligence and making disposition recommendations for the PB
• Work with Bankers to develop submissions to the Reputational Risk, AML, or Elder or Vulnerable meetings
• Providing guidance to Bankers on risk tolerance and client fit for the PB
• Work with Bankers to develop submissions to the Client Review Forum, addressing risk tolerance and client fit
• Counseling Bankers on client exits for cause
• Participate in associated client risk projects as required

Required qualifications, capabilities, and skills

• Strong ability to analyze problems, with attention to detail
• Ability to communicate effectively (both oral and written)
• Ability to coordinate issues, findings and practices with colleagues across regions and/or divisions.
• Excellent team player - one who is able to prioritize in a fast moving, high pressure, constantly changing environment
• Strong analytical and problem solving skills with the ability to exercise sound and balanced judgment.
• Ability to apply business knowledge to new situations

Preferred qualifications, capabilities, and skills

• 3+ years of experience in the financial services industry and/or risk management
• BA/BS degree or a strong proven risk management/client service track record
• Advanced degrees, certifications, and licenses a plus (e.g., JD, MBA, CAMS, Series 7)

About Us
JPMorgan Chase & Co., 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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.
JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans
About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.