Client Onboarding Specialist Associate jobs at Jpmorgan in United States, Chicago

Job Description

As a Transaction Processing Analyst in Security Services Operations, you'll provide operational support within our Corporate Investment Bank. You will be responsible for ensuring that all aspects of transaction management for clients are completed on time and exceptions and client inquiries are resolved. You will also provide subject matter expertise to clients. Additional responsibilities may include managing daily regulatory reporting tasks and remediation activities, as well as process improvement.

Responsibilities:

• Review of legal documentation and input of key parameters from the legal documentation into the systems of JP Morgan.
• Identify issues and co-ordinate with the relevant functions internally (eg: credit, legal etc) for prompt resolution on disputed points within set time-frame parameters
• Working with key partners in legal, business, operations and technology, contribute towards the development of an efficient operating framework
• Working closely with regional Legal operations Department (which has the overall responsibility for Master Agreement Negotiation and Transactions), the business and other stakeholders.
• Productivity and Quality will be the measure of performance for this role. Producing good quality work is therefore paramount to the success of the candidate in the organization
• Take lead on process improvement and automation
• Manage assigned tasks independently with little or no supervision
• Have a control mindset and be alert to issues and risks that have impact on process or to the organization

This role requires a wide variety of strengths and capabilities, including:

• Thorough understanding of the legal language to interpret the documents provided and impact to the Firm
• Understanding of the financial services industry, products, and processes
• Strong analytical skills with excellent oral and written communications skills
• Attention to detail and ability to perform tasks with high degree of accuracy
• A strong sense of ownership and responsibility
• Excellent client focus and customer care working practices
• Bachelor’s degree
• Strong computer skills (MS Excel, Word, PPT, Outlook, etc.)
• Willingness and flexibility to work during US hours

As an Applied AI/ML Sr. Associate in our Technology team, you will play a crucial role in analyzing business problems, experimenting with state-of-the-art models, and developing machine learning and deep learning solutions. You will use your knowledge of ML toolkit and algorithms to deliver the right solution. You will be a part of an innovative team, working closely with our product owners, data engineers, and software engineers to build new systems. We are looking for someone with a passion for data, ML, and Software Development, who can understand the data landscape in large and complex organizations.

Job Responsibilities

• Lead programs and provide directions to successfully implement the large AI/ML initiatives
• Assist product leadership in defining the problem statements, execution roadmap
• Develop state-of-the art machine learning models to solve real-world problems and apply it to tasks such as NLP, personalization, or recommendation systems.
• Collaborate with business, operations, and other technology colleagues to understand AI needs and devise possible solutions.
• Develop end-to-end ML/AutoML/AutoNLP pipelines and operationalize the end-to-end orchestration of the ML models to support the various use cases like Document Q&A, Search, Information Retrieval, classification, personalization, etc.
• Build both batch and real-time model prediction pipelines with existing application and front-end integrations.
• Collaborate to develop large-scale data modeling experiments, Explain complex concepts to senior funders and stakeholders.
• Collaborate with multiple partner teams such as Business, Technology, Product Management, Legal, Compliance, Strategy and Business Management to deploy solutions into production.
• Work with Product Owners and Software Engineers to productionize the models and Partners closely with business partners to identify impactful projects, influence key decisions with data, and ensure client satisfaction.

Required qualifications, capabilities, and skills.

• BS or MS or PhD in Computer Science or Data Science or Statistics or Mathematical sciences or Machine Learning. Strong background in Mathematics and Statistics.
• At least 5 years’ experience in applying data science, ML techniques to solve business problems and one of the programming languages like Python, Java, C/C++, etc.
• Experience with LLMs and Prompt Engineering techniques.
• 1+ year of experience working with Gen AI solutions / LLMs such as GPT, Claude, Llama etc.
• Solid background in NLP, Generative AI and hands-on experience and solid understanding of Machine Learning and Deep Learning methods and familiar with large language models
• Extensive experience with Machine Learning and Deep Learning toolkits (e.g.: Transformers, Hugging Face, TensorFlow, PyTorch, NumPy, Scikit-Learn, Pandas)
• Ability to design experiments and training frameworks, and to outline and evaluate intrinsic and extrinsic metrics for model performance aligned with business goals.
• Experience with Big Data and scalable model training and solid written and spoken communication to effectively communicate technical concepts and results to both technical and business audiences.
• Experience with building and deploying ML models on AWS esp. using AWS tools like Sagemaker, EC2, Glue, etc.
• Have good understanding about the Active Learning, Agent/Multi Agent Learning, Learning from Supervision/Feedback, etc. Scientific thinking with the ability to invent and to work both independently and in highly collaborative team environments.
• Ability to work on tasks and projects through to completion with limited supervision. Passion for detail and follow through. Excellent communication skills and team player

Preferred qualifications, capabilities and skills

• Published research in areas of Machine Learning, Deep Learning or Reinforcement Learning at a major conference or journals
• Experience with A/B experimentation and data/metric-driven product development
• Ability to develop and debug production-quality code. Familiarity with continuous integration models and unit test development

As a Client Documentation Associate within the Commercial and Investment Bank, you will work with external clients, internal implementation managers and other partners to ensure all required documentation is on hand for new or updated client accounts. You will be responsible for the research and preparation of all documents required for account opening, products and services for our commercial customers. This role educates clients as well as internal partners on various aspects and requirements of the authorization and Treasury Services product documentation.

Job Responsibilities

• Manage the account opening and client documentation workflow for external clients and internal business partners from creation, collection, negotiation oversight and execution – this will require heavy phone work and communication of status
• Perform required research for a product set-up and account opening to assess documentation requirements on internal systems as applicable
• 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
• Demonstrate creative problem solving and solid judgment/decision making
• Identify risks in processes in a timely manner; exhibit adherence to policy and procedures and meet or exceed established Service Level Agreements
• Manage clear expectations and understanding by establishing clear timelines and managing documentation requirements; exhibit ownership, escalation and resolution of risk issues when they occur in a timely manner

Required Qualifications, skills and capabilities

• 3+ years of relevant experience or knowledge of legal documentation and account products, entity organizational documents, tax documentation and other documentation types
• Proven ability to independently identify issues, analyze problems and provide viable account and documentation solutions with the ability to review and analyze information from multiple sources and determine relevancy
• Excellent time management, organizational conflict resolution, verbal and written communication skills
• Bachelor of Arts/Bachelor of Science degree with excellent attention to detail
• Working knowledge of risk factors that may impact specific products and industries
• Ability to multi-task effectively and leverage internal resources with strong client focus and ability to partner
• Independent, self-motivated with an ability to adapt and be flexible in a team environment with experience in financial services

Preferred qualifications, skills and capabilities

• Paralegal or Juris Doctor certificate

Joining our diverse and innovative global organization will provide you with endless opportunities for career and personal growth.

• Become a part of our many Business Resource Groups, employees who come together on topics such as ethnicity, gender, age, accessibility, special interests and more
• Help the community through expansive volunteer opportunities
• Join one of our focus groups aimed at Innovation and Transformation, creating the future experience for our clients and employees

Job responsibilities

• Executes creative software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems
• Develops secure high-quality production code, and reviews and debugs code written by others
• Identifies opportunities to eliminate or automate remediation of recurring issues to improve overall operational stability of software applications and systems
• Leads evaluation sessions with external vendors, startups, and internal teams to drive outcomes-oriented probing of architectural designs, technical credentials, and applicability for use within existing systems and information architecture
• Leads communities of practice across Software Engineering to drive awareness and use of new and leading-edge technologies
• Serves as the main point of contact during major incidents for your application and have the skills to identify and solve the issue quickly to avoid financial loss to the business
• Responsible for Code Reviews, Perf Test Results & Test Evidence and change requests before production deployment, and raising flags for any issues with code, test evidence, or change backout strategies.

Required qualifications, capabilities, and skills

• Formal training or certification on software engineering concepts and 3+ years applied experience
• Experience managing applications or infrastructure in a large-scale technology environment both on public cloud preferably AWS
• Proficient in observability and monitoring tools and techniques
• Fluent in at least one programming language such as: Python, Java/Spring Boot.
• Advanced knowledge of software applications and technical processes with emerging depth in one or more technical disciplines
• Proficient knowledge and experience in observability such as white and black box monitoring, service level objective alerting, and telemetry collection using tools such as Grafana, Dynatrace, Prometheus, Datadog, Splunk, and others
• Proficient with continuous integration and continuous delivery tools like Jenkins, GitLab, or Terraform
• Proficient with container and container orchestration: (ECS, Kubernetes, Docker)
• Experience with troubleshooting common networking technologies and issues
• Actively self-educates, evaluate new technology, and recommend suitable ones

Job responsibilities

• Leads solutioning and the adoption of existing and upcoming client-facing products and capabilities while defining and configuring optimal solutions that address clients’ needs and objectives
• Serves as a subject matter expert on a defined set of products and capabilities with a deep understanding of our clients’ needs and current industry trends
• Supports Sales in pricing, pipeline planning, account planning, and upskilling the team on product knowledge by collaborating on training and collateral materials
• Engages with client teams to better understand pain points and refine solutions while regularly communicating critical client feedback to Product teams to inform the strategic product roadmap

Required qualifications, capabilities and skills

• 5+ years of experience or equivalent expertise in problem-solving across multiple teams and a cluster of products, with a focus on commercial card and payables product set
• Strong technical expertise, payments industry knowledge and consultative experience to support complex solutioning and design sessions with clients and prospects
• Strong executive level presentation skills, including ability to consult and sell at the C-level
• Exceptional ability to understand client and prospect needs and turn needs into mandated business through solution-based selling that clearly articulates operational and financial benefits
• Ability to generate ideas to help coverage teams identify and drive the development of new business
• Excellent selling and negotiation skills always ensuring the full value of J.P. Morgan is clearly communicated
• Strong writing and analytical skills to support RFP responses, presentation content and ROI analysis development
• Demonstrated prior experience working in a highly matrixed and complex organization

Preferred qualifications, capabilities, and skills

• Applicable market/industry experience
• Diligence to maintain up-to-date and accurate pipeline reports.
• Team-oriented with the ability to develop strong working relationships with clients, peers, and cross-functional partners.

Introductory marketing language

As a Product Management Associate in Private Fund Services, you will help govern and define our private markets fund administration product. You’ll become a Subject Matter Expert, providing thought leadership and guidance, and work closely with partners in Operations, Risk, Technology, Product Development, Compliance, and Sales/Relationship Management to deliver best-in-class solutions for our clients.

Job responsibilities

• Define and document the standard product definition, ensuring alignment with global fund offerings
• Manage the legal and regulatory landscape to ensure product compliance
• Act as a subject matter expert with product partners
• Collaborate with Sales to define and agree on the target profile of prospective clients
• Produce and present marketing materials, coordinate RFP responses, and provide pricing proposals
• Work with Operations to develop deal solutions and target operating models
• Negotiate legal contracts within agreed parameters
• Develop strategic relationships with key client decision-makers and act as escalation point
• Manage product profit and loss at a client level, identifying operational inefficiencies and service opportunities

Required qualifications, capabilities, and skills

• Experience with private markets fund administration and/or accounting and operations
• Knowledge of the private markets fund space
• Ability to manage to tight deadlines with flexibility
• Strong written and verbal communication skills
• Pragmatic problem solver and analytical thinker
• Ability to synthesize information, prioritize business goals, and drive results with urgency and attention to detail
• Ability to generate support from stakeholders and build strong internal relationships

Preferred qualifications, capabilities, and skills

• Experience presenting to client boards and senior stakeholders
• Familiarity with fund administration platforms and technology solutions
• Ability to identify and drive operational efficiencies
• Experience negotiating legal contracts in a financial services environment