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pooja singh

@poojasingh16

Client Onboarding & KYC Operations Specialist at JPMorgan Chase who automated account maintenance with UiPath RPA.

At JPMorgan Chase & Co., I handled client onboarding and account lifecycle operations across US, APAC, and EMEA markets, reviewing KYC documentation and resolving booking exceptions. I also led and mentored six analysts while maintaining quality and SLA standards.

I partnered with Technology on UiPath RPA solutions and authored SOPs that eliminated an eight-hour daily manual process. Earlier, at Capgemini and Atos Syntel Services Pvt. Ltd., I worked on reference data, corporate actions, SWIFT processing, and reconciliation.

Experience

Work history, roles, and key accomplishments

Client Onboarding & KYC Operations Specialist

JPMorgan Chase & Co.

Sep 2022 - Sep 2026 (4 years)

Processed client account openings and maintenance transactions, conducted KYC/AML due diligence, and led a team of 6 analysts. Drove automation initiatives including UiPath RPA and authored SOPs, saving 40 hours per week.

Reference Data & Corporate Actions Analyst / Fund Operations

Capgemini

May 2021 - Aug 2022 (1 year 3 months)

Validated security reference data and corporate action bookings, executed corporate action events, and managed dividend processing. Performed quality reviews of fund factsheets and security pricing.

Reference Data Management Corporate Actions Dividend Processing Data Validation Quality Assurance ANN CUSIP ISIN Fund Operations

Corporate Actions Analyst

Atos Syntel Services Pvt. Ltd.

Nov 2018 - May 2021 (2 years 6 months)

Managed end-to-end lifecycle of mandatory and voluntary corporate actions using SWIFT, Bloomberg, Reuters, DTCC, and IDC. Served as escalation point for complex elections and performed quality reviews.

Corporate Actions SWIFT Messaging SWIFT MT103 MT202 MT210 Swift MT564 MT568 Bloomberg Reuters DTCC IDC Reconciliations Root Cause Analysis MIS Reporting UAT

Reconciliation Analyst - Cash & Asset

Teleperformance India Pvt. Ltd.

Jun 2017 - Nov 2018 (1 year 5 months)

Performed daily cash and asset reconciliations across banking, brokerage, and internal systems. Reconciled high-volume cash, FX, and inter-account fund movements, maintaining 99%+ accuracy.

Reconciliations Cash Management Asset Management FX Maker Checker Controls Exception Management Reporting