Client Service Associate

Client Service Associate at JPMorganChase

The Commercial Banking Client On-boarding (CBCO) Know Your Customer (KYC) Organization supports client coverage in fulfilling Anti-Money Laundering (AML)/KYC requirements.

As a Client Service Associate within this organization, you will collaborate with Bankers and AML/KYC Operations to ensure client records adhere to regulatory standards. You'll ensure due diligence is completed accurately and on time, both at the start and renewal of client relationships. This role requires proactively managing expectations, taking ownership of the KYC/AML process, and promoting high-quality portfolio management.

Job Responsibilities

• Proactively manage client and partner expectations through a consultative approach, ensuring clear understanding and alignment.
• Demonstrate strong ownership of the KYC/AML process and deliver an exceptional client experience.
• Ensure timely completion of all KYC/AML deliverables, holding internal partners accountable for their responsibilities.
• Maintain a thorough and up-to-date understanding of KYC/AML procedures, effectively navigating and resolving any delays or inefficiencies.
• Mitigate operational risk by maintaining vigilant awareness of process risks and implementing best practices.
• Appropriately escalate risk-related issues and drive them to resolution.
• Support bankers in the client selection process to effectively manage client risk.
• Independently oversee the renewal cycle of Due Diligence Forms in partnership with Relationship Management.
• Ensure timely and high-quality portfolio management, consistently meeting or exceeding quality standards.

Required Qualifications, Capabilities And Skills

• Demonstrates ability to identify AML risks and effectively apply AML/KYC policy concepts.
• Strong verbal and written communication skills.
• Excellent time management and organizational abilities.
• Strong analytical and problem-solving skills.
• Willingness and ability to travel as needed (less than 25%) to support client coverage teams.

Preferred Qualifications, Capabilities, And Skills

• Bachelor’s degree (BA/BS) or equivalent experience in financial services.
• Working knowledge of risk factors for specific products and industries.
• Proven multi-tasking skills and ability to leverage internal resources.
• Exceptional attention to detail.
• Strong client focus and effective cross-team collaboration.
• Self-motivated, independent, and adaptable in a team environment.
• Experience in credit training, underwriting, and managing client relationships and product usage.

About JPMorganChase

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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.

Key skills/competency

• AML (Anti-Money Laundering)
• KYC (Know Your Customer)
• Regulatory Compliance
• Client Onboarding
• Risk Management
• Due Diligence
• Client Service
• Portfolio Management
• Communication Skills
• Problem-Solving