Client Onboarding Documentation Management Associate

3 weeks ago

Taguig, Philippines JPMorgan Chase Bank, N.A. Full time
Job Description :

This role educates clients as well as internal partners on various aspects and requirements of the authorization and Treasury Services product documentation. Manage the documentation process for external clients and internal business partners throughout the documentation life cycle.

As a Client Onboarding Documentation Management Associate within the Commercial Bank Client Onboarding group, 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 provides an opportunity to educate clients as well as internal partners on various aspects and requirements of the authorization and Treasury Services product documentation.

Job Responsibilities:

  • Manage end-to-end the account opening and client documentation workflow from creation, collection, negotiation oversight, and execution
  • Manage the documentation process for external clients and internal business partners throughout the documentation life cycle
  • Manage activities with external clients and internal business partners
  • Perform required research and due diligence 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, KYC procedures, 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

Required qualifications, capabilities, and skills:

  • Minimum three years of 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 excellent attention to detail
  • Experience in financial services, if possible Corporate/Commercial Banking

Preferred qualifications, capabilities, and skills:

  • Legal or Paralegal background
  • Working knowledge of risk factors that may impact specific products and industries
  • Ability to multi-task effectively and leverage internal resources
  • Strong client focus and ability to partner with various internal groups and client coverage
  • Independent and self-motivated with an ability to adapt and be flexible in a team environment

Shift Schedule: Evening

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