Client Services
1 week ago
The Global Escrow business provides independent third party account solutions, and is a century-old franchise in the US that has expanded its footprint to Europe, Asia and Latin America in recent years. With approx US$20bn in AuC, J.P. Morgan Escrow Servicesis a fully dedicated platform of specialists that customers can trust thanks to its financial strength, global network, product expertise and unrivaled client service. J.P. Morgan's suite of customized escrow services cover the needs that arise in many businessscenarions, including escrow structures for mergers & acquisitions, litigation, capital raising, regulatory, collateral and other financial arrangements.
**Primary Responsibilities**
- Understand the business purposes and deal structures for new escrow business referrals
- Ensure Escrow deal information is set up in all operating systems and in accordance with contractual obligations denoted
- Optimize account profitability by maximizing JPMorgan fee and investment revenue opportunities
- Generate retentive business through excellent delivery of service
- Perform all duties required by JPMorgan under each Escrow Agreement
- Handle administration and risk aspects of Escrow account portfolio flawlessly
- Ensure that invoices are created promptly and collected prior to 180 days
- Provide strong customer service by responding to client requests in a timely matter, offering proactive solutions to client needs, and developing meaningful client relationships
- Regularly source client feedback and suggestions for improvement
- Cultivate holistic view of each client by keeping in touch with the client's business strategy and analyzing risk and opportunities of industry and client related news
- Assist teammates in daily operations and provide back-up support during absences
- Develop strong working relationships with JPMorgan Operations
- Escalate client issues to Team Leader, Risk Management, Tax and Legal, as appropriate
**Qualifications**
- Work experience in financial services, preferably in Escrow, custody or corporate trust (although not essential)
- Team player, and dedication to customer satisfaction
- Strong verbal and written communication skills
- Excellent organizational skills / attention to detail
- Excellent PC skills including Word and Excel
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