Join us as a Client Data Associate and be the driving force behind seamless data onboarding, privacy protection, and innovative solutions!

As a Client Data Associate within the Custody Operations team, you will be responsible for supporting client data onboarding and maintenance, collaborating with Custody Managers from data mapping to implementation. You will liaise with embTRUST vendor and IT on initiatives, ensure data privacy, oversee database access, manage data retention, conduct control reviews, and perform Information Owner tasks. Additionally, you will process SharePoint requests, develop client-specific features, monitor workflows, manage user permissions, and conduct testing for embTRUST SaaS releases.

Job Responsibilities:

Support client data onboarding and maintenance, collaborating with Custody Managers from data mapping to implementationLiaise with embTRUST vendor and IT on Chase-wide and custody-specific initiatives, including system updates impacting CustodyEnsure data privacy across clients by defining business data and logical partitions; assist in reporting requirements and conduct logic reviewsOversee Custody Operations Reporting Database access, ensuring data pulls align with business definitions and logical partitionsManage data retention processes, including legal holds and retention in embTRUST vs. CORDConduct control reviews and perform Information Owner tasks, including audits and certificationsProcess daily SharePoint requests for bulk transactions in embTRUST and train on bulk data operationsDevelop client-specific features and maintain system configurations within embTRUSTMonitor automated workflows in embTRUST and troubleshoot job failures, collaborating with vendors to resolve issuesManage system user group role permissions and coordinate with IT for user group propagationConduct monthly release testing and annual disaster recovery testing for embTRUST SaaS version releases

 

Required qualifications, capabilities and skills:

Proficient in Microsoft Windows XP, Word, Excel, Project, PowerPoint, Visio, and AccessUnderstanding of database concepts and systems analyst experienceAbility to read/write basic SQL statements and write business requirementsEffective interpersonal and communication skills with strong presentation abilitiesAdvanced organizational and multi-tasking skills in a fast-paced environmentProblem-solving skills with experience in process improvement and change implementationAbility to identify and resolve urgent issues and build rapport with stakeholders

Preferred qualifications, capabilities and skills:

Comprehensive knowledge of emBTRUST and Chase Servicing processProficiency in intelligent solution applications (Alteryx, TOAD, SQL Studio, Tableau, PowerBI, etc)Highly organized and control-mindedDetailed knowledge of custodial processes and investor/regulatory guidelines

 

Final Job Grade and officer title will be determined at time of offer and may differ from this posting.

Please note this role is not eligible for employer immigration sponsorship.