Intl Client Service Associate at JPMorgan Chase Bank, N.A.

Posted in General Business 9 days ago.

Type: Full-Time
Location: Indianapolis, Indiana





Job Description:

About the Team

Commercial Banking is focused on helping our clients succeed and making a positive difference in our communities. We provide 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 nonprofit organizations. As active members in our communities, we offer lending, equity, training and mentorship to help power diverse businesses, expand affordable housing, support vital institutions and advance the sustainable change that our communities need now more than ever.

International Client Service Associate is part of the centralized Commercial Banking International Service (CBIS) team, which fulfills client request received by the relationship teams & clients across the United States and partners with CB's in-country teams located throughout the globe .

CBIS is seeking an Associate who will be responsible for the preparation of all documents required for signatory amendments, name/address change, transfer of accounts and any other documentation related inquiries. The associate will also be responsible for transactional research, maintenance of accounts and services to ensure compliance for JPMorgan clients across various locations. This role educates clients as well as internal partners on various aspects and requirements of the authorization and Treasury Services product documentation.

Daily responsibilities include but are not limited to: frequent interaction with external clients and internal partners, working with various areas of the bank for client resolution, opening and monitoring cases in Service Portal, following up on requests, and occasional telephone communication. Written communication through email is essential between clients and internal partners at all levels of the firm. In this position you will be responding to a multitude of queries from simple transactional items through treasury product maintenance and more complex problem solving queries from clients and internal partners and will resolve through your research and communicate mostly through email. You will be expected to adhere to all departmental and Commercial Banking guidelines. Core functional responsibilities and expectations include but are not limited to the following:


  • Fulfill transaction requests including but not limited to WIRES, ACH, research and any related payment inquiries.
  • Manage account maintenance, documentation workflow from creation, collection, and execution
  • Manage the documentation process for external clients and internal business partners throughout the documentation life cycle

  • Perform required research and assess documentation requirements on internal systems as applicable
  • Interface with clients in US and internal service partners in the US, Latin America, Canada, EMEA and Asia Pacific to fulfill documentation inquiries
  • Analyze client inquires and issues, determine the appropriate resolution, provide timely follow-up and be accountable for client satisfaction through ownership of the request from initiation to resolution
  • Ensure documentation conforms to the Bank's legal guidelines and policies and standards, including risk mitigation through adherence to the control framework
  • Demonstrate creative problem solving and solid judgment/decision making
  • Diligent management of risks in processes in a timely manner
  • Manage expectations and understanding by establishing clear timelines and managing documentation requirements
  • Utilize product knowledge and understanding of differing country and local laws and regulations to action and resolve request appropriately
  • Follow established policies, practices and procedures and provide feedback for improvements
  • Prioritize daily work to maximize productivity and exceed customer expectations
  • Project a confident and processional presence during interactions with clients and service partners

Required Qualifications:


  • Minimum 2 years of relevant experience or knowledge of legal documentation, contracts and complex account products, entity organizational documents, tax documentation and other documentation types
  • BA/BS degree
  • Experience in risk awareness and skills to develop and ensure quality program set ups
  • Excellent verbal, written, interpersonal and organizational skills
  • High level risk awareness
  • Judgment and reasoning skills
  • Strong presentation and negotiating skills
  • Demonstrated team building skills and ability to work in a team environment

Preferred Qualifications:


  • Paralegal or Juris Doctor Certificate
  • Experience in financial services, if possible Corporate/Commercial Banking
  • Knowledge of the Risk and Control Self-Assessment framework and testing
  • Ability to provide quantifiable management reporting

  • Excellent attention to detail

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. 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans





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