Credit Product Delivery - Client Service Associate

Job Description
Credit Product Delivery (CPD), part of Global Banking Client and Deal Support (GB CDS) under Global Services, is a dedicated lending & trade finance execution support function, covering J.P. Morgan's Commercial & Investment Bank (CIB) clients. CPD's goal is to provide superior client experience through timely and consistent service, whilst retaining a strong risk and controls framework to deliver a client-focused support for Bankers and Trade Sales.
As a Client Service Associate within the GB CDS team, you will play a key role in providing timely and consistent service to CIB clients. You will collaborate with regional and global partners to ensure a seamless client experience and maintain a strong risk and controls framework. You will also service as the primary contact for servicing matters for Trade and Loans clients, coordinate post-onboarding documentation, address client and internal queries, and support the team in post-deal activities. You will work closely with business partners across Credit, Legal, Compliance, and Operations to deliver client-focused solutions and drive process improvements.
Job Responsibilities:

• Coordinate and ensure all post-onboarding client documentation are duly executed and records are well-maintained (e.g., board resolutions, authorized signatory updates, callback lists, etc.)
• Address both internal and client queries regarding documentation matters in a prompt and timely manner
• Provide clear guidance to clients in getting Trade / Loan facility-related documentation reviewed and completed (for maintenance purposes)
• Collaborate with cross-functional teams to resolve issues relating to client documents
• Manage complex, non-standard documentation requests and work with various internal partners to review such requests (e.g., Legal, KYC team, Operations)
• Support the team in post deal closing activities (e.g. physical document management) and client requests (e.g. quarterly limit reports)
• Deliver periodic Service reviews/reports, using data to understand and analyze clients' enquiries and servicing activities
• Identify areas of opportunities for process improvement and efficiencies, whether operationally or from a documentation perspective

Required Qualifications, Capabilities, and Skills:

• Bachelor's Degree in Finance, Economics or other related disciplines
• Minimum of 3 years of experience in Credit and Transaction Management or documentation
• Ability to work independently and across multiple functions and global teams
• Flexibility to handle multiple tasks and changing priorities
• Excellent organizational and time management skills
• Ability to analyze situational context, troubleshoot and come up with effective solutions to address issues
• Effective verbal and written communication skills
• Willingness to learn and a forward-thinking mindset
• Detail-oriented, organized and meticulous in dealing with client documentation

Preferred Qualifications, Capabilities, and Skills:

• Experience in client servicing roles is preferred and advantageous

About Us
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
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
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.