01Overview
We are looking for a hardworking Client Onboarding_Operations Analyst to join our incredible team at JP Morgan Chase & Co. in Bangalore.
Growing your career as a Full Time Client Onboarding_Operations Analyst is a fantastic opportunity to develop competitive skills.
If you are strong in people management, adaptability and have the right drive for the job, then apply for the position of Client Onboarding_Operations Analyst at JP Morgan Chase & Co. today!
Commercial Banking serves more than 30,000 clients, including corporations, municipalities, financial institutions, and not-for-profit entities with annual revenues generally ranging from $20 million to $2 billion. The Firm's broad platform positions the Commercial Bank to deliver extensive product capabilities - lending, treasury services, investment banking, and asset management - to meet our clients' domestic and international financial needs.
The Commercial Banking Document Management Operations (CB DMO) group is responsible supporting Implementations team through review, validation, approval & storing of account opening related documents.
The CB DMO group is seeking a Specialist who will work closely with our Implementation Consultants / International Onboarding Leads / Clients and be responsible for coordinating all aspects related to client Onboarding related activities.
Responsibilities
- Reviewing and understanding the Client request
- Manage the account opening and client documentation workflow from creation, review, & signature validation
- Review & Verification of the Risk Rating selected by the Implementation Consultant is as per the approved Risk Matrix
- Performs required research for a product set-up and account opening to assess documentation requirements
- Manage activities through heavy phone work with external clients and internal business partners
- Review & Validation of appropriate core legal documents/product forms/service terms as listed in the P&Ps; and/or Scanning & Indexing the documents to the centralized repository.
- Review & Validation of Authorized Signor details, Negotiated Documents & perform Signature Verification
- 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
- Review & Authentication of Mandates into the respective platform
- Recording your observations & escalate wherever necessary
- Identifying items which needs Remediation & Amendments.
- Identifying gaps/exceptions and recommending possible solutions.
- Reporting/MIS
Qualifications
- Graduates with minimum of 2-4 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
- Exceptional verbal and written communications skills. Communication is Paramount.
- Excellent comprehension and observation skills
- Knowledge of TS & CB Products and Operations will be an added advantage.
- Logical & analytical skills
- Aptitude to work with numbers and deadlines.
- Proactive approach
- Ability to grasp/learn new products/audits which are currently not in scope.
- Good PC skills including Microsoft office products (Excel, Word, Power point)
- Proven ability to independently identify issues, analyze problems and provide viable account and documentation solutions
- Demonstrate creative problem solving and solid judgment/decision making
- Solid client focus and ability to partner with various internal groups and client coverage
- Independent, self-motivated with an ability to adapt and be flexible in a team environment
Benefits of working as a Client Onboarding_Operations Analyst in Bangalore:
Learning opportunities
Opportunities to grow
Advantageous package .
