Liquidity and Account Solutions- Payments- Escrow and Paying Agency, Client Manager - Vice President
Job Description
Join our dynamic team where you'll be at the forefront of innovation, transforming visionary ideas into market-leading products that captivate and delight customers worldwide.
As a Client Manager in the Escrow and Paying Agency Team, you will report into the Escrow and Paying Agency Team Lead and will be responsible for leading innovation, managing a large portfolio of Escrow and Paying Agent relationships, and overseeing all aspects of account management. The Client Manager will work in collaboration with teammates and accountability for all aspects of the Escrow and Paying Agent transactions.
JPMorgan Liquidity & Account Solutions ("L&AS")works with global clients with complex cash management needs who operates across multiple countries, currencies, legal entities, and time zones, including multi-national corporations, high-growth technology companies, commercial banks, non-bank financial institutions, central banks and broker dealers. Our advanced, end-to-end solutions which combine physical, notional and virtual techniques enable our clients to achieve visibility, control and optimization of working capital.
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
About Us
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.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
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.
What We Do
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands.
Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products.
Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.
©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
Why Work With Us
Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.
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