Job Description
Full Job Description
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 and Review & Authentication of Mandates into the respective platform
Required Qualifications, Skills and Capabilities
Graduates with minimum of 1-2 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
Knowledge of TS & CB Products and Operations will be an added advantage.
Strong client focus and ability to partner with various internal groups and client coverage
JPMorgan Chase & Co., 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, ****** orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
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 and Review & Authentication of Mandates into the respective platform
Required Qualifications, Skills and Capabilities
Graduates with minimum of 1-2 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
Knowledge of TS & CB Products and Operations will be an added advantage.
Strong client focus and ability to partner with various internal groups and client coverage
JPMorgan Chase & Co., 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, ****** orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
💡 Quick Summary
Seeking a career-building opportunity? The Client Onboarding|Team Member position is now open for candidates interested in the Bank Jobs sector. This role in Bengaluru offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
