• Job Description

  Req#: 210455457

  Onboarding – Client Documentation VP 603

  Role Summary:

  The documentation team is 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
  • Diligent awareness 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:

  • Minimum 5 years of relevant 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
  • Bachelor of Arts/Bachelor of Science degree with excellent attention to detail
  • Working knowledge of risk factors that may impact specific products and industries
  • 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 with experience in financial services, if possible Corporate/Commercial Banking

  Preferred qualifications, skills and capabilities:

  • Paralegal or Juris Doctor certificate
  • Experience in financial services, if possible Corporate/Commercial Banking
  • Excellent attention to detail
  • Knowledge of risk factors that may impact specific products and industries
  • Strong client focus and ability to partner with various internal groups and client coverage

  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

  *Final Job Grade and officer title will be determined at time of offer, and may differ from this posting.*

• About the company

  J.P. Morgan is a leader in financial services, offering solutions to clients in more than 100 countries with one of the most comprehensive global product platforms available. We have been helping our clients to do business and manage their wealth for more than 200 years. Our business has been built upon our core principle of putting our clients'​ interests first.

Notice