Job Responsibilities:
- Provide strong customer service by responding quickly and accurately to client requests, offering solutions to client needs, and developing and maintaining client relationships.
- Manage client accounts, including initiating payments upon client instruction while ensuring that overdrafts and operating losses are avoided.
- Review, action and approve account ticklers (reminders) in a timely manner. Ensure all account information is kept up-to-date and monitor account risks.
- Analyze legal agreements and supporting documentation from M&A shareholders to make decisions on funds release.
- Ensure all account activities comply with the relevant governing escrow and paying agency agreement and J.P. Morgan policies and procedures, including account documentation, callbacks, investments, billing, account setup, and account termination.
- Partner with Middle Office, Product Management and Sales to maximize new business opportunities with existing client base.
- Participate in and lead special projects to improve process efficiencies and the client experience, including the timely and accurate completion of project-related deliverables.
Required qualifications, capabilities, and skills:
- Bachelor’s Degree in Business or Finance
- 5+ years of work experience in financial services, within Escrow and Paying Agency, Trust or Custody
- 7+ years of client service experience, managing accounts with customer contact
- Familiarity with legal agreements through past work experience
- Ability to excel working in a fast-paced, client-focused environment that requires problem solving and strong attention to detail
- Team player, proactive, multitasker, strong organizational skills, strong attention to risk controls.
- Strong verbal and written communication skills; ability to build strong relationships with clients and internal partners
Preferred qualifications, capabilities, and skills:
- Payment processing experience
- Accounting experience
- Mergers and Acquisitions (M&A) or Debt Capital Markets Financing experience
- Strong Excel and Word skills
- Transferable Escrow experience