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JPMorgan Client Implementation_Team Member 
India, Karnataka, Bengaluru 
563345742

10.08.2024

The CBISO DMT group is seeking a Specialist who will work closely with our Implementation Consultants / International Onboarding Leads / Clients and be responsible for coordinating all aspects related to client Onboarding related activities.

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
  • Review & Authentication of Mandates into the respective platform
  • Recording your observations & escalate wherever necessary
  • Identifying items which needs Remediation & Amendments.
  • Identifying gaps/exceptions and recommending possible solutions.

Qualifications

  • Graduates with minimum of 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
  • Exceptional verbal and written communications skills. Communication is Paramount.
  • Excellent comprehension and observation skills
  • Knowledge of TS & CB Products and Operations will be an added advantage.
  • Logical & analytical skills
  • Aptitude to work with numbers and deadlines.
  • Proactive approach
  • Ability to grasp/learn new products/audits which are currently not in scope.
  • Good PC skills including Microsoft office products (Excel, Word, Power point)
  • Proven ability to independently identify issues, analyze problems and provide viable account and documentation solutions
  • Demonstrate creative problem solving and solid judgment/decision making
  • Strong client focus and ability to partner with various internal groups and client coverage
  • Independent, self-motivated with an ability to adapt and be flexible in a team environment