Credit Product Delivery (CPD), part of Global Banking Client and Deal Support (GB CDS) under Global Services, is a dedicated lending & trade finance execution support function, covering J.P. Morgan’s Commercial & Investment Bank (CIB) clients. CPD's goal is to provide superior client experience through timely and consistent service, whilst retaining a strong risk and controls framework to deliver a client-focused support for Bankers and Trade Sales.

As a Client Service Associate within the GB CDS team, you will play a key role in providing timely and consistent service to CIB clients. You will collaborate with regional and global partners to ensure a seamless client experience and maintain a strong risk and controls framework. You will also service as the primary contact for servicing matters for Trade and Loans clients, coordinate post-onboarding documentation, address client and internal queries, and support the team in post-deal activities. You will work closely with business partners across Credit, Legal, Compliance, and Operations to deliver client-focused solutions and drive process improvements.

Job Responsibilities:

• Coordinate and ensure all post-onboarding client documentation are duly executed and records are well-maintained (e.g., board resolutions, authorized signatory updates, callback lists, etc.)
• Address both internal and client queries regarding documentation matters in a prompt and timely manner
• Provide clear guidance to clients in getting Trade / Loan facility-related documentation reviewed and completed (for maintenance purposes)
• Collaborate with cross-functional teams to resolve issues relating to client documents
• Manage complex, non-standard documentation requests and work with various internal partners to review such requests (e.g., Legal, KYC team, Operations)
• Support the team in post deal closing activities (e.g. physical document management) and client requests (e.g. quarterly limit reports)
• Deliver periodic Service reviews/reports, using data to understand and analyze clients’ enquiries and servicing activities
• Identify areas of opportunities for process improvement and efficiencies, whether operationally or from a documentation perspective

Required Qualifications, Capabilities, and Skills:

• Bachelor’s Degree in Finance, Economics or other related disciplines
• Minimum of 3 years of experience in Credit and Transaction Management or documentation
• Ability to work independently and across multiple functions and global teams
• Flexibility to handle multiple tasks and changing priorities
• Excellent organizational and time management skills
• Ability to analyze situational context, troubleshoot and come up with effective solutions to address issues
• Effective verbal and written communication skills
• Willingness to learn and a forward-thinking mindset
• Detail-oriented, organized and meticulous in dealing with client documentation

Preferred Qualifications, Capabilities, and Skills:

• Experience in client servicing roles is preferred and advantageous

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J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

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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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Deliver superior client service and support for Trade and Loans documentation in a dynamic team.