Client Onboarding-Team Member Job in Bengaluru at J.P. Morgan India

JP Morgan is hiring for the role of Client Onboarding -Team Member!

Responsibilities of the Candidate:

• Reviewing and understanding the Client's request.
• Managing the account opening and client documentation workflow from creation, review, & signature validation.
• Review and verification of the Risk Rating selected by the Implementation Consultant is as per the approved Risk Matrix.
• Performing required research for a product set-up and account opening to assess documentation requirements.
• Managing activities through heavy phone work with external clients and internal business partners.
• Reviewing and validation of appropriate core legal documents/product forms/service terms as listed in the P&Ps and/or Scanning and indexing the documents to the centralized repository.
• Reviewing and validation Authorized Signor details, Negotiated Documents & perform Signature Verification.
• Ensuring documentation conforms to the Bank’s legal guidelines policies and standards, including risk mitigation through adherence to the control framework.
• Ensuring deal deliverables are met and holding owners accountable by managing implementation issues, escalations, and error resolution.
• Reviewing and authentication of Mandates into the respective platform.
• Recording your observations & escalate wherever necessary.
• Identifying items that need Remediation and amendments.
• Identifying gaps/exceptions and recommending possible solutions.

Requirements:

• Graduates with a 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 communication 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, PowerPoint)
• 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