• Manage a team of Case Managers that process life insurance applications • Effectively coach, in a variety of ways, to drive team results for advisor satisfaction, service, quality, and productivity aligned to department objectives • Have a keen focus on employee engagement while balancing productivity • Assist with setting team goals, establish vision, and take action to achieve goals as it relates to SBIA’s strategic initiatives • Actively look for ways to improve the customer experience • Serve as a key contact to leaders within teams, representing process and service details as well as strategy • Develop and maintain internal relationships inside and outside assigned department to resolve service issues • Identify and take responsibility for addressing operational and organizational challenges that impact the team • Regular communication with internal stakeholders such as executives and other customer-facing teams to identify gaps and opportunities • Raising red flags wherever the business process needs correction to ensure the customer has a seamless experience with the company. • Collect, track, and analyze customer feedback and suggest improvements internally based on the insights gathered • Ability to show empathy when customer issues arise • Effectively adopt changing business needs and guide employees through shifting priorities • Actively seek opportunities to expand own sphere of influence through networking, knowledge sharing, and collaboration • Act as the primary point of contact with qualifying advisors and their staff, primarily via phone, email, and service requests • Utilize Case Management System to process and research customer requests in timely manner • Educate financial professionals where to find information online • Pay close attention to detail and process work accurately • Oversee the resolution of complex issues that may involve multiple departments and persons • Oversee and collaboratively assist other business units to assure resolution with satisfaction for the needs of our financial professionals • Work independently to make decisions regarding resolution of issues • Exercise judgment to know when to escalate issues to senior management • Take ownership of service failures and stay involved throughout the service recovery process • Work collaboratively with the other members of the leadership team to ensure high-level of service and team goals are met • Responding to customer queries in a timely and effective manner, via phone and email • Documenting processes and logging technical issues, as well as customer compliments and complaints • Provide back up support for other members of the leadership team and independently coordinate service continuity during any work absence • Meet/exceed quality, production, and experiential delivery goals • Ensure that all published Service Levels are met/exceeded • Stay abreast of industry changes, business processes and firm rules • Assist with other projects as needed • Increase positive advisor experiences that create value and satisfaction, retention, and growth, building on voice of the customer feedback, qualitative and quantitative data • Project a positive image of the organization to employees, customers, industry, and community • All other duties as assigned

• Develops operational strategy aligning with the commercial win strategy • Manages RFP process with key stakeholders • Drives development of operations segment of proposal deliverable • Collaborates with cross-functional leadership

Role Description Estamos em busca de um Técnico de Operações Mecânica, Mecatrônica ou Eletrônica para atuar no setor de máquinas e peças em Bairro Perdizes em São Paulo. - Atender tecnicamente em diversos estabelecimentos, como bancos e tesourarias. - Oferecer suporte tanto interno quanto externo. - Gerenciar o estoque de peças e a logística reversa. - Realizar as prestações de contas inerentes às atividades diárias. - Experiência em automação bancária é um diferencial importante. - Demonstrar competência técnica e habilidade para solucionar problemas de máquinas e sistemas eletrônicos. - Trabalhar de forma independente e colaborar em equipe para alcançar os objetivos da empresa. Qualifications - Experiência em atendimento em campo. - Sólido conhecimento em Informática, com ênfase em redes. - Capacidade de cuidar de um parque de máquinas em Recife. - Visão abrangente para gerenciar operações. Requirements - Entender de mecânica, mecatrônica ou eletrônica. - Capacidade de trabalhar de forma independente. Benefits - Oportunidade de contribuir para o sucesso da nossa equipe técnica. - Desafio que combina técnicas mecânicas, mecatrônicas ou eletrônicas com gestão de operações.

Join a team where your attention to detail and sound judgment help protect clients and the firm! As a Client Data Specialist within our KYC quality reviewer team, you will be reviewing the records completed by the production team to ensure all client KYC records are compliant with regulatory standards. You will ensure high quality and timely completion of all client-level due diligence and assist in end-to-end operations review. This role will require you to perform research to ensure a client’s KYC profile is appropriately updated and any discrepancies or issues with the profile escalated to the appropriate lines of business. Job responsibilities - Analyze confidential client data from both public and internal sources to ensure compliance with KYC requirements - Understand and apply the firm's KYC requirements, including various due diligence processes such as Customer Identification Program (CIP), Standard Due Diligence (SDD), Enhanced Due Diligence (EDD), Local Due Diligence (LDD), Specialized Due Diligence (SpDD), and Product Due Diligence (PDD) - Identify discrepancies in KYC records, suggest necessary amendments, and escalate any Anti-Money Laundering (AML) red flags to the compliance team - Ensure that all record reviews are completed within specified deadlines and Service Level Agreements (SLAs) - Conduct a review of confidential client data via publicly available and internal sources - Maintain high standards of customer service while handling sensitive information, ensuring confidentiality for both internal and external clients - Demonstrate ability to comprehend the KYC risk factors and ensure they are captured and mitigated in the overall risk summary for the client. Required qualifications, capabilities and skills - Strong written and oral communication skills with experience of conflict resolution and risk mitigation - Resilient interpersonal skills, ability to partner with internal stakeholders, influencing and negotiating effectively with business partners and senior managers - Proactive and flexible approach to personal workload and wider team targets - Working knowledge of KYC/Compliance/AML standards (minimum 2 years’ industry experience required) - Sound understanding of the Financial Industry - Proactive in identifying opportunities to use AI to improve quality and cycle times, in partnership with stakeholders - Fluency in English and Turkish. About UsJ.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives. 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 TeamJ.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.