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Client Onboarding Manager
2 months ago
We are seeking a highly skilled Middle Office Associate to join our Front Office team at JP Morgan Chase Bank, National Association. As a key member of our team, you will be responsible for facilitating the onboarding process for new customers, handling additional business requests, and renewing existing customer records.
Key Responsibilities- Client Onboarding: Manage the end-to-end onboarding process for new customers, ensuring all necessary documentation and information is collected and verified.
- KYC Compliance: Ensure all customer records are up-to-date and compliant with AML, Local and Corporate Due Diligence requirements.
- Relationship Building: Establish strong relationships with internal and external customers, providing exceptional service and support throughout the onboarding process.
- Process Improvement: Identify opportunities for process improvements and implement changes to enhance efficiency and effectiveness.
- Team Collaboration: Work closely with Global Maker teams and QC to prioritize and manage case workloads.
- Strong Communication Skills: Excellent written and oral communication skills, with experience in conflict resolution.
- Interpersonal Skills: Resilient interpersonal skills, with the ability to partner with internal stakeholders and influence business partners and senior managers.
- Client Focus: Client-focused with a strong controls mindset.
- Business Acumen: Working knowledge of KYC/Compliance/AML standards and sound understanding of the Financial Industry.
- Business Type Knowledge: Knowledge of multiple client types, including Corporates, Non-Banking Financial Institutions, Banks, Foreign Correspondent Banks, Non-Operating/Asset Holding Companies, Governments, Organizations, Publicly Traded Companies, Small and Large Privately Held Operating Companies.
JP Morgan Chase Bank, National Association 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.
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.
