Client Documentation Associate

JOB DESCRIPTION

Lead the efforts in researching, gathering and preparing all documentation required for Commercial Banking Client account openings. Work with external clients, internal implementation managers and other partners to ensure all required documentation is on hand for new or updated client accounts.

Job Summary:

As a Client Documentation Associate for the documentation team, you are responsible for the research and preparation of all documents required for account opening, products and services for our commercial customers. This role educates clients as well as internal partners on various aspects and requirements of the authorization and Treasury Services product documentation.

Job Responsibilities:

• Manage the account opening and client documentation workflow including creation, collection, negotiation oversight and execution
• Manage the documentation process for external clients and internal business partners throughout the documentation life cycle
• Manage activities through email and phone contact with external clients and internal business partners
• Performs required research for a product set-up and account opening to assess documentation requirements on internal systems as applicable
• Ensure documentation conforms to the Bank’s legal guidelines and policies and standards, including risk mitigation through adherence to the control framework
• Ensure deal deliverables are met and hold owners accountable by managing implementation issues, escalations and error resolution
• Demonstrate creative problem solving and solid judgment/decision making
• Exhibit adherence to policy and procedures and meet or exceed established Service Level Agreements
• Diligent awareness of risks in processes in a timely manner
• Exhibit ownership, escalation and resolution of risk issues when they occur in a timely manner
• Manage clear expectations and understanding by establishing clear timelines and managing documentation requirements
• Exhibit ownership of on-boarding experience and client satisfaction
• Ownership of internal communication and status updates

Required Qualifications, capabilities and skills:

• Relevant experience or knowledge of legal documentation and account products, entity organizational documents, tax documentation and other documentation types
• Ability to review and analyze information from multiple sources and determine relevancy
• Proven ability to independently identify issues, analyze problems and provide viable account and documentation solutions
• Excellent verbal and written communication skills
• Proven ability to successfully manage conflict
• Time management and organizational skills
• BA/BS degree
• Experience in financial services, if possible Corporate/Commercial Banking
• Working knowledge of risk factors that may impact specific products and industries
• Ability to multi-task effectively and leverage internal resources
• Excellent attention to detail
• Strong client focus and ability to partner with various internal groups and client coverage
• Independent, self-motivated with an ability to adapt and be flexible in a team environment

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 Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.

Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients—including corporations, municipalities, institutions, real estate investors and owners, and not-for-profit organizations.