Client Documentation Associate I

JPMorgan Chase

  • Charlotte, NC
  • Permanent
  • Full-time
  • 13 hours ago
Job Category: Automation OperationsJob Description:Are you detail oriented? Enjoy working directly with clients? Put your skills to work in the Commercial Bank Client Onboarding team.As a Client Documentation Associate within the Commercial and Investment Bank (CIB) , you will work with external clients, internal implementation managers and other partners to ensure all required documentation is on hand for new or updated client accounts. You will be 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 for external clients and internal business partners from creation, collection, negotiation oversight and execution - this will require heavy phone work and communication of status
  • 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
  • Monitor of risks in processes in a timely manner; exhibit adherence to policy and procedures and meet or exceed established Service Level Agreements
  • Manage clear expectations and understanding by establishing clear timelines and managing documentation requirements; exhibit ownership, escalation and resolution of risk issues when they occur in a timely manner
Required Qualifications, skills and capabilities
  • Previous experience or knowledge of legal documentation and account products, entity organizational documents, tax documentation and other documentation types
  • Proven ability to independently identify issues, analyze problems and provide viable account and documentation solutions with the ability to review and analyze information from multiple sources and determine relevancy
  • Excellent time management, organizational conflict resolution, verbal and written communication skills
  • Strong verbal and written communication skills
  • Bachelor of Arts/Bachelor of Science degree with excellent attention to detail
  • Ability to multi-task effectively and leverage internal resources with strong client focus and ability to partner
  • Independent, self-motivated with an ability to adapt and be flexible in a team environment
Preferred qualifications, skills and capabilities
  • Paralegal or Juris Doctor certificate
  • Experience in financial services, if possible Corporate/Commercial Banking
Joining our diverse and innovative global organization will provide you with endless opportunities for career and personal growth.
  • Become a part of our many Business Resource Groups, employees who come together on topics such as ethnicity, gender, age, accessibility, special interests and more
  • Help the community through expansive volunteer opportunities
  • Join one of our focus groups aimed at Innovation and Transformation, creating the future experience for our clients and employees
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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.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 for more information about requesting an accommodation.JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/VeteransAbout 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.

JPMorgan Chase