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Account Specialist II - Unclaimed Property

Account Specialist II - Unclaimed Property

USA JobsSan Antonio, TX, US
11 days ago
Job type
  • Full-time
Job description

Account Specialist II - Unclaimed Property

At JPMorganChase, you'll be at the forefront of delivering exceptional customer service, where each day presents the same opportunities to make a meaningful difference. You'll engage in creative and exciting work, consistently offering innovative solutions and options to assist our valued customers. While the duties may be routine, your role remains dynamic and impactful, enabling you to build strong relationships and contribute to our business success. Our team serves as the centralized reporting utility for unclaimed or abandoned property and assets across the firm.

As an Account Specialist II - Unclaimed Property within the Regulatory Operations Unclaimed Property team, you will be at the forefront of this important work, ensuring that we meet our regulatory obligations while providing exceptional service to our customers and business partners. You will be a part of a vital team that plays a crucial role in ensuring compliance with state regulations by reporting and remitting customer property considered abandoned to the appropriate state or territory.

Job responsibilities :

  • Thrive in a metrics-driven environment
  • Navigate multiple technologies
  • Demonstrate resiliency and extreme adaptability in a fast-paced environment
  • Work independently and as part of a team
  • Maintain a strong business focus
  • Document customer account activities thoroughly and concisely
  • Exhibit personal excellence including punctuality, integrity, and accountability
  • Make appropriate decisions on behalf of our customers quickly and effectively
  • Prioritize work effectively to ensure efficiency
  • Apply critical thinking and exercise independent judgement
  • Make well-informed business decisions through critical thinking

Required qualifications, capabilities, and skills :

  • High School diploma / GED required
  • 3 years of working for a financial institution with an emphasis on back office tasks
  • Proficiency with basic computer functions including mouse and keyboard usage, launching applications, conducting searches on the Internet, and maneuvering in a Windows-based environment
  • Abide by all applicable regulatory and department practices and procedures
  • Approach problems logically and with good judgment to ensure the appropriate customer outcome
  • Proficient in Microsoft Office Suite applications, with a particular emphasis on Excel.
  • Demonstrates the ability to learn rapidly.
  • Preferred qualifications, capabilities, and skills :

  • Possess an understanding of banking regulations.
  • Strong analytical skills.
  • Demonstrates the ability to learn rapidly.
  • Capable of performing effectively with minimal management oversight.
  • Work Schedule :

    This role is hybrid in office, Monday thru Friday between the hours of 8 : 00am to 5 : 00pm, and is located in San Antonio, TX only. It does not offer relocation assistance or immigration sponsorship.

    Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

    We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and / or discretionary incentive compensation, paid in the form of cash and / or forfeitable equity, awarded in recognition of 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.

    Equal Opportunity Employer / Disability / Veterans

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