Client Onboarding associate

5 months ago

Varthur Bengaluru Karnataka, India JPMorgan Chase & Co Full time

**JOB DESCRIPTION**
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 and be responsible for coordinating all aspects related to client Onboarding related activities.

Primary responsibilities include

**Job **Responsibilities**:

- People and resource management (e.g. people development, attrition, pipeline/skills monitoring, training programs) for the team.
- Maintain effective and standard operational processes
- Improving and maintaining a controlled environment (e.g. necessary control activities along with process flow implemented, appropriate control tools in place, team members fully understand risks and related controls)
- Manage relationship with internal clients, anticipate needs, take feedback, run conference calls.
- Act as a point of contact for escalations and high priority requests from internal clients.
- Monitor and actively prioritize workloads. Send early warning reports if workloads impact turnaround time or quality parameters.
- Take responsibility for the quality of work submitted and ensure that the highest standards are maintained.
- Identify/ manage risk and control breakdowns.
- Manage the performance management cycle
- Objective setting, development and career planning, performance appraisal and reward & recognition.
- Conduct regular team meetings (onshore and offshore staff), 1:1s, and coaching sessions.
- Improve the departmental competency rating via use of staff training and the skills matrix.
- Develop and maintain written procedures and training materials as necessary.
- Manage projects and conduct User Acceptance Testing for enhancements to current systems or migration to new system.

**Required Qualifications, Skills and Capabilities**:

- Excellent people and resource management skills (e.g. people development, pipeline/skills monitoring, training programs).
- Ability to develop, implement and maintain effective and standard operational processes
- Ability to maintain and improve a strong controlled environment (e.g. necessary controls activities along process flow implemented, appropriate control tools in place, team members fully understand risks and related controls)
- Ability to manage relationship with internal clients. Past experience in this area with emphasis on service level deliveries, expectations setting, new products etc. is a must.
- Act as a point of reference for team members and internal clients.
- Ability to monitor and actively prioritize workloads.
- Ability to interpret and analyze system generated reports and other data, co-relate and analyze impact to overall processes and process deliveries and feed results into the decision making process
- Demonstrated problem solving ability through interaction with clients and business partners
- Exceptional verbal and written communications skills. Communication is Paramount
- Graduates with a minimum of 9 years’ experience in a bank, financial services, compliance, risk management or other service sector environment OR Qualified professionals (e.g. CA, ICWA, and MBA) with 5 yrs relevant experience in a Client Service, Operations Sales, Portfolio Management or Implementation function

**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. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

**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

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