Reference Data Specialist Ill

JOB DESCRIPTION

Join our Static Data team and help keep client reference data accurate, complete, and audit-ready across global markets. You will work in a fast-paced environment where attention to detail and strong partnership with stakeholders drive operational excellence. If you are curious, solution-oriented, and ready to make an impact, this role offers meaningful exposure and growth opportunities.

As a Reference Data Specialist III within the Static Data Manila team, you will onboard and maintain client records across multiple systems and regions. You will manage business-as-usual workflow, investigate exceptions, and ensure deliverables meet service levels and control requirements. You will interact with internal stakeholders across lines of business and support timely issue resolution. You will also contribute to process improvements and project work that strengthens efficiency and data quality.

Job responsibilities

• Set up and maintain client records in required systems, ensuring accuracy and completeness.
• Update client information promptly in functional applications, global systems, and mainframes.
• Manage daily workflow by handling requests from client service officers, implementation teams, and internal departments.
• Complete tasks within defined timelines while meeting required controls and performance targets.
• Respond to mailbox inquiries and prioritize resolution of client-impacting issues.
• Engage with lines of business and internal clients via email or phone, including senior stakeholders.
• Investigate exceptions and aging items thoroughly and drive cases to resolution.
• Maintain work logs and case documentation to support tracking and audit readiness.
• Escalate non-routine items and risks to supervisors and managers with appropriate context.
• Support project work and production backup tasks to ensure workflow continuity.
• Identify opportunities to improve work practices and support continuous improvement.

Required qualifications, capabilities and skills

• Minimum two years of experience in bank operations.
• Strong written and verbal communication skills in English.
• Strong analytical skills with high attention to detail and strong organization.
• Client-focused and solution-oriented approach with professional issue resolution skills.
• Proficiency in Microsoft Office, especially Excel.
• Ability to manage competing priorities and meet deadlines in a fast-paced environment.
• Ability to work effectively in global teams across regions and time zones.
• Willingness to work flexible shifts, including Philippine holidays and weekends as required.
• Ability to follow procedures and maintain control discipline.
• Demonstrated initiative and accountability for end-to-end task completion.
• Strong interpersonal skills to build effective working relationships.

Preferred qualifications, capabilities and skills

• Knowledge of trade, payments, or cash products.
• University degree in a relevant field.
• Experience supporting static data onboarding or client maintenance activities.
• Experience working with workflow queues, case tools, or shared mailboxes.
• Experience investigating complex exceptions and aging items.
• Familiarity with continuous improvement practices in operations.
• Experience collaborating with implementation or client service teams.

ABOUT US

JPMorganChase, 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 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.

ABOUT THE TEAM

J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.