JPMorganChase
Client Documentation Senior Associate (AVP)
Job Posted 18 Days Ago
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The Client Documentation Senior Associate will manage a team, create reports, conduct training, and lead initiatives for client onboarding and documentation processes.
Job Description
Join our dynamic team at J.P. Morgan and shape the future of client onboarding. Bring your expertise to drive innovation and operational excellence in a global environment. Unlock your potential and make your mark with us.
As a Client Documentation Senior Associate within our Client Onboarding function, you will lead a team dedicated to delivering payments and receivables solutions to a diverse set of clients around the globe. You will partner directly with clients, bankers, Sales, Service, and KYC to open Commercial Bank accounts, provide clients with legal documentation, and ensure account-related requirements are met. If you are driven by exceeding client expectations and enjoy the camaraderie of a diverse, proactive team, we want to meet you.
Job Responsibilities:
Required qualifications, capabilities, and skills:
Preferred qualifications, capabilities, and skills:
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 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.
Join our dynamic team at J.P. Morgan and shape the future of client onboarding. Bring your expertise to drive innovation and operational excellence in a global environment. Unlock your potential and make your mark with us.
As a Client Documentation Senior Associate within our Client Onboarding function, you will lead a team dedicated to delivering payments and receivables solutions to a diverse set of clients around the globe. You will partner directly with clients, bankers, Sales, Service, and KYC to open Commercial Bank accounts, provide clients with legal documentation, and ensure account-related requirements are met. If you are driven by exceeding client expectations and enjoy the camaraderie of a diverse, proactive team, we want to meet you.
Job Responsibilities:
- Manage and support Specialists in operations.
- Create and distribute data analytics and reporting.
- Conduct quality reviews for new hires and BAU analysts.
- Facilitate training for new hires and existing talent.
- Update Policies and Procedures for audit readiness.
- Coordinate with internal teams for procedure alignment.
- Lead initiatives to improve quality and client experience.
Required qualifications, capabilities, and skills:
- Strong written and oral communication skills.
- Foundational knowledge in Client Onboarding and documentation.
- Proven cross-functional collaboration skills.
- Strong analytical capabilities for process improvement.
- Proficiency in Microsoft Office and relevant systems.
- Ability to adapt to a changing work environment.
- Personal accountability and independent issue resolution.
Preferred qualifications, capabilities, and skills:
- Experience in leading global teams.
- Expertise in client relationship management.
- Advanced proficiency in data storytelling.
- Experience in operational excellence initiatives.
- Ability to influence and drive change across functions.
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 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.
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