Transactions Specialist

Responsibilities

• Research internal systems to identify and retrieve accurate documents required for subpoenas and other legal/customer requests
• Sort and distribute incoming work items, including electronic files, while maintaining organized records and auditability
• Communicate with requestors via email to resolve open requests, clarify requirements, and close out exceptions
• Investigate exceptions, troubleshoot missing or unclear documentation, and determine the correct retrieval path across systems
• Coordinate daily workflow by monitoring volumes, prioritizing queues, and assigning items for completion based on SLAs
• Perform quality checks, identify coaching opportunities, and deliver training to improve accuracy and consistency
• Escalate critical issues appropriately and report daily status through operational reporting

Requirements

• Graduate degree in any stream
• Proficiency in Microsoft Office Suite (Word, Excel, Access, PowerPoint)
• Strong analytical and problem-solving skills with meticulous attention to detail
• Ability to work US production schedules (evening shift)
• Ability to manage high volumes and adapt to process changes

Preferred Qualifications

• Knowledge of legal documents and experience in Customer Assist or similar legal-response processing
• Banking operations or financial services industry experience
• Demonstrated process improvement mindset with strong customer focus and cross-functional collaboration skills

About the Company

JPMorganChase is a leading global financial services firm with over 200 years of history. We offer innovative financial solutions to millions of consumers, small businesses, and prominent corporate, institutional, and government clients under the J.P. Morgan and Chase brands. We are an equal opportunity employer dedicated to diversity and inclusion.