WKO Middle Office Senior Associate

🏢 JP Morgan
📍 Sao Paulo, BrazilFull-timeOn-site
📅 Posted: 3w ago🔄 Updated: 3w ago
CV%
✨ AI Summary
The WKO Middle Office Senior Associate will support the KYC process, including documentation analysis, due diligence, and client reference data. This role involves direct interaction with relationship managers, case leads, Legal, and Compliance. Responsibilities include client outreach, facilitating onboarding requests, and assisting with internal queries. The associate will also liaise with various internal departments such as Client Onboarding, Sales Support, Compliance, and Technology, while maintaining a strong control environment by tracking the onboarding workflow and monitoring metrics. Required qualifications include strong partnership and coordination skills, the ability to identify and resolve problems proactively, and extreme attention to detail. Prior experience with KYC and local documentation requirements for client onboarding is essential. Fluency in English and Portuguese, along with strong MS Excel skills, are also necessary.
Required Skills
Productivity & Workplace Tools
Excel
Finance, Legal & Governance
KYC
Soft Skills & Professional Competencies
Problem SolvingAttention to Detail
Requirements
Experience with KYC and local documentation requirements for onboarding clients. Fluency in English and Portuguese. Strong skill in MS Excel. Proactive and detail-oriented with strong problem-solving and coordination skills.
Description

Job responsibilities 
  • Support KYC process including: documentation analysis and control, local due diligence workflow and client reference data through direct interaction with key partners (relationship managers, case leads, Hub, Legal and Compliance);
  • Conduct client outreach and follow up on Client pending documentation;
  • Work closely with Sales and clients in facilitating on-boarding requests;
  • Assisting internal questions about onboarding status;
  • Provide support and facilitate KYC process for multiple LoBs, as per the local and global policies;
  • Liaise with Client Onboarding, reference data hubs and other supporting areas as Legal, Sales Support, Compliance, Technology and global partner teams.
  • Maintain a good control environment by tracking the E2E on-boarding workflow, e.g. KYC approval, storage of on-boarding documents, etc
  • Monitor and review metrics and reconciliation reports;

     

Required qualifications, capabilities, and skills
  • Strong partnership and coordination skills;
  • Ability to identify problems and drive to resolution;
  • Proactive/self-starter with the ability to deliver value-added support to business partners and clients in a dependable, timely and accurate manner
  • Extreme attention to details;
  • Experience with KYC and local documentation requirements for on boarding clients
  • English and Portuguese fluency
  • Strong skill in MS Excel

     

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🎯 Overalli74%
⚡ Skillsi85%
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Ontology Match: 85.0
Matched:✓ Requirements Matching✓ Ontology Skills Mapping
📜 Eligibilityi49%
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Local: 19600%
🏗️ Career Fiti91%
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Seniority: 91.0
📋 Requirementsi67%
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Domain: 67.0
🔥 Motivationi78%
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Title Fit: 78.00