Client Onboarding Team Member

About J.P. Morgan

JPMorgan Chase & Co., 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. 

Your role

In this role, your responsibilities:

• Reviewing and understanding the Client's request
• Manage the account opening and client documentation workflow from creation, review, & signature validation
• Review & Verification of the Risk Rating selected by the Implementation Consultant is as per the approved Risk Matrix
• Performs required research for a product set-up and account opening to assess documentation requirements. Manage activities through heavy phone work with external clients and internal business partners
• Review & Validation of appropriate core legal documents/product forms/service terms as listed in the P&Ps and/or Scanning & Indexing the documents to the centralized repository.
• Review & Validation of Authorized Signor details, Negotiated Documents & perform Signature Verification
• 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 and Review & Authentication of Mandates into the respective platform

Training & development

Their training and development programs are designed to foster continued career development and mentorship. 

• Programs like Women on the Move and Advancing Black Leaders offer access to tools that enable successful development and advancement and networking and professional development opportunities.
• They offer development sessions for the technology community, including Tech Connect and Tech’s Fun.

Benefits

Below are the employee benefits at J.P. Morgan:

• Health care and insurance etc.
• Employee Program
• Wellness Program
• Retirement Savings Plan
• Family Care

To learn more about their benefits click here

Career progression

From employee upskilling to policy advocacy, they are investing in people by equipping them with the tools and skills they need to prepare them for the future of work. The skills you develop and the professional network you build will serve as a solid foundation for your career.

To know more about their career path click here

Work-life balance

J.P. Morgan Maintains a good balance between work and life isn’t possible if there’s no personal time left after leaving work. In such a case, having a flexible work schedule becomes very important. Flexibility in work timings helps their employees lay equal focus on their own personal and social side of life like that of their work. Work days are usually from Monday to Friday (Flexible Timings).

Culture & vibe

J.P. Morgan is a great place to work for someone who wants to be challenged, have the opportunity to grow, and work with some of the most brilliant people in the industry. They are dedicated to creating a workplace where everyone feels welcome. Here, you will join inclusive teams that give voice to diverse perspectives, act pretty, and care about helping each other.

About you

This role requires a wide variety of strengths and capabilities, including:

Required qualifications, skills, and capabilities:

• Graduates with a minimum of  0-2 years of relevant experience or knowledge of legal documentation and account products, entity organizational documents, tax documentation, and other document types.
• Ability to review and analyze information from multiple sources and determine relevancy.
• Knowledge of TS & CB Products and Operations will be an added advantage.
• Strong client focus and ability to partner with various internal groups and client coverage.

How to apply

To apply for this role, just click on the "Apply on employer site" button below, which navigates to the career page where the application can be submitted directly.