Client Onboarding team Member
1 week ago
**JOB DESCRIPTION** Job 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 and Review & Authentication of Mandates into the respective platform
**Required Qualifications, Skills and Capabilities**
- Graduates with minimum of 0-4 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
- 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
**ABOUT US**
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, sexual 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.
**ABOUT THE TEAM**
Commercial Banking is focused on helping our clients succeed and making a positive difference in our communities. We provide credit and financing, treasury and payment services, international banking and real estate services to clients including corporations, municipalities, institutions, real estate investors and owners, and nonprofit organizations.
Operations teams develop and manage innovative, secure service solutions to meet clients’ needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.
-
Client Onboarding team Member
1 week ago
Varthur, Bengaluru, Karnataka, India JPMorgan Chase & Co Full time**JOB DESCRIPTION** The Commercial Banking International Services and Onboarding Document Management Team (CBISO DMT) group is responsible supporting Implementations team through review, validation, approval & storing of account opening related documents. You will work closely with our Implementation Consultants / International Onboarding Leads / Clients...
-
Client Onboarding team Member
1 week ago
Varthur, Bengaluru, Karnataka, India JPMorgan Chase & Co Full time**JOB DESCRIPTION** The Commercial Banking International Services and Onboarding Document Management Team (CBISO DMT) group is responsible supporting Implementations team through review, validation, approval & storing of account opening related documents. The CBISO DMT group is seeking a Specialist who will work closely with our Implementation Consultants /...
-
Team Member- Client Onboarding- Hf
3 weeks ago
Bengaluru, Karnataka, India Kotak Mahindra Full timeJob Title: - Coordinator- Group/ Team: - Client Onboarding Team- Department: - Housing Finance - Sales- Grade- E0/ D0- Location: - Kalina, Thane, Vashi & Borivali- Travel Required: - Yes- Salary Range: - As per HR Policy- Position Type: - Full Time/ Off-Role- Job DescriptionRole and Responsibilities - Responsible for execution of below activities - Complete...
-
Client Onboarding team Member
1 week ago
Bengaluru, India JPMorgan Chase & Co Full time**JOB DESCRIPTION** Job 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...
-
Client Onboarding team Member
7 days ago
Bengaluru, India JPMorgan Chase & Co Full time**JOB DESCRIPTION** Job Responsibilities**: - Be accountable for managing Client Implementation, Technical Integration by Operations and relations with the Onshore Partners - Manage extensive portfolio of in-flight deals, track and monitor progress on requirements and diligently follow up with stakeholders to close dependencies - Ownership, escalation and...
-
Client Onboarding- Team Member
1 month ago
Bengaluru, Karnataka, India JPMorgan Chase & Co Full time**JOB DESCRIPTION** Job Responsibilities**: - Be accountable for managing Client Implementation, Technical Integration by Operations and relations with the Onshore Partners - Manage extensive portfolio of in-flight deals, track and monitor progress on requirements and diligently follow up with stakeholders to close dependencies - Ownership, escalation and...
-
Client Onboarding team Member
4 weeks ago
Bengaluru, India JPMorgan Chase Bank, N.A. Full time**Job 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...
-
Emea Client Onboarding
4 weeks ago
Bengaluru, India JPMorgan Chase Bank, N.A. Full timeThe Wealth Management division of JPMorgan Chase & Co. is part of the Asset & Wealth Management business segment. It has offered for over 160 years customised solutions and client service of the highest quality to solve the complex needs of wealthy individuals and their families around the world. With assets under management of $2.4 trillion, it is one of...
-
Emea Client Onboarding
3 weeks ago
Bengaluru, India JPMorgan Chase & Co Full time**JOB DESCRIPTION** The Wealth Management division of JPMorgan Chase & Co. is part of the Asset & Wealth Management business segment. It has offered for over 160 years customised solutions and client service of the highest quality to solve the complex needs of wealthy individuals and their families around the world. With assets under management of $2.4...
-
Client Onboarding team Member
4 weeks ago
Bengaluru, India JPMorgan Chase Bank, N.A. Full time**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...
-
Client Onboarding team Member
4 weeks ago
Bengaluru, India JPMorgan Chase Bank, N.A. Full time**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...
-
Client Onboarding team Member
3 weeks ago
Bengaluru, India JPMorgan Chase Bank, N.A. Full time**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...
-
Client Onboarding team Member
2 weeks ago
Bengaluru, Karnataka, India JPMorgan Chase Bank, N.A. Full timeResponsibilities: 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 setup and account opening to...
-
Client Onboarding team Member
2 weeks ago
Bengaluru, Karnataka, India JPMorgan Chase Bank, N.A. Full timeResponsibilities: 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 setup and account opening to...
-
Client Onboarding team Member
2 weeks ago
Bengaluru, Karnataka, India JPMorgan Chase Bank, N.A. Full timeResponsibilities 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 setup and account opening to...
-
Client Onboarding
3 weeks ago
Bengaluru, India JPMorgan Chase Bank, N.A. Full time**Responsibilities**: - Manage clear expectations and understanding by establishing clear timelines and managing documentation requirements - Exhibit ownership of on-boarding experience and client satisfaction - Ownership of internal communication and status updates - Ensure deal deliverables are met and hold owners accountable by managing implementation...
-
Client onboarding team Member
3 weeks ago
Bengaluru, India JPMorgan Chase Bank, N.A. Full time**Job** **Responsibilities**: - Manage clear expectations and understanding by establishing clear timelines and managing documentation requirements - Exhibit ownership of on-boarding experience and client satisfaction - Ownership of internal communication and status updates - Ensure deal deliverables are met and hold owners accountable by managing...
-
Client Onboarding
2 weeks ago
Bengaluru, Karnataka, India JPMorgan Chase Bank, N.A. Full timeYour role is located in India and supports the Client Onboarding Management Team in the management and execution of a wide range of strategic and tactical initiatives and control agenda across Asia Private Bank Onboarding teams.Responsibilities: Work closely with key business stakeholders, including but not limited to business and operational teams, Legal,...
-
Client Onboarding
2 weeks ago
Bengaluru, Karnataka, India JPMorgan Chase Bank, N.A. Full timeYour role is located in India and supports the Client Onboarding Management Team in the management and execution of a wide range of strategic and tactical initiatives and control agenda across Asia Private Bank Onboarding teams.Responsibilities: Work closely with key business stakeholders, including but not limited to business and operational teams, Legal,...
-
Client Onboarding cards team Member
3 weeks ago
Bengaluru, India JPMorgan Chase & Co Full time**JOB DESCRIPTION** **Core Responsibilities**: - Manage clear expectations and understanding by establishing clear timelines and managing documentation requirements - Exhibit ownership of on-boarding experience and client satisfaction - Ownership of internal communication and status updates - Ensure deal deliverables are met and hold owners accountable by...
