Client Documentations Senior Manager
JPMorganChase
Are you ready to take the next step in your career with a world-class financial institution? At JPMorgan Chase, we are committed to delivering innovative solutions and exceptional service to our clients around the globe. We believe that our people are our greatest asset, and we invest in their growth, development, and success.
As part of our team, you’ll have the opportunity to work in a collaborative, fast-paced environment where your contributions truly matter. You’ll be empowered to make a difference, supported by a culture that values integrity, diversity, and professional excellence.
As a Client Documentation Associate II in the Signer Maintenance team, you will be responsible for researching and preparing all necessary documents in updating clients’ list of signers. You will educate clients and internal partners on authorization and Treasury Services product documentation, ensuring compliance with legal guidelines and standards. As a Client Documentation Associate in the Signer Maintenance team, you will be responsible for researching and preparing all necessary documents in updating clients’ list of signers. You will educate clients and internal partners on authorization and Treasury Services product documentation, ensuring compliance with legal guidelines and standards.
Job responsibilities:
- Manage the signer maintenance and client documentation workflow, including creation, collection, negotiation oversight, and execution.
- Oversee the documentation process for external clients and internal business partners throughout the documentation life cycle.
- Conduct heavy phone work with external clients and internal business partners to manage activities.
- Perform required research for product setup and account opening to assess documentation requirements on internal systems.
- Ensure documentation conforms to the Bank’s legal guidelines, 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.
- Adhere to policy and procedures and meet or exceed established Service Level Agreements.
- Maintain diligent awareness of risks in processes and exhibit ownership, escalation, and resolution of risk issues in a timely manner.
- Establish clear timelines and manage documentation requirements to ensure client satisfaction.
- Own the onboarding experience and internal communication and status updates.
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.
- Strong time management and organizational skills.
- BA/BS degree.
- Paralegal or Juris Doctor certificate.
- Working knowledge of risk factors that may impact specific products and industries
Preferred Qualifications, Capabilities, and Skills:
- Ability to multi-task effectively and leverage internal resources.
- Excellent attention to detail.
- Strong client focus and ability to partner with various internal groups and client coverage teams.
- Independent and self-motivated with an ability to adapt and be flexible in a team environment.
- Experience in financial services—preferably in Corporate or Commercial Banking, though experience in other functions or lines of business is also welcome.
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.
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.
As a Client Documentation Associate II, you will be responsible for researching and preparing all necessary documents.