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Chase · 3 months ago

Asset Management - Client Service Contract Team - Contract Specialist - Associate

1111 Polaris Pkwy, Columbus, OH, 43240, US

Full-time, Contract

Onsite

New Grad, Entry Level

Chase is a leading financial services firm, and they are seeking a Contract Specialist to manage the contract management process for their diverse investment products. This role involves overseeing the approval, negotiation, and administration of contracts while fostering relationships with senior management and industry partners.

BankingFinancial Services

Responsibilities

Manage the standard contract and governance process; ownership of the bespoke/negotiated contracts, across our various investment products; information resource to legal, line of business senior management, sales and service teams in Funds impacted by the contract process

Maintain central records for all contracts and respective fee arrangements with financial intermediaries; includes accountability for data integrity and oversight of contract management tool. Maintenance and ownership of department contract procedures

Partner with internal legal – running the weekly meeting, manager, compliance, invoice team, product, sales management and management of other functional areas to coordinate effective, fluid and timely management of the contract negotiation process

Expected to make decisions concerning the day-to-day operation of the various entities, exercise good judgment and escalate issues appropriately

Anticipate the needs of clients and work to consistently meet or exceed those needs, will require regular interaction with senior level personnel at the Funds’ distribution partners

Work independently or in coordination with internal sales team to address client inquiries and respond to information requests

Become the agreement expert; fully understand how J.P. Morgan Funds conducts business across various sales channels and client segments

Qualification

Asset management experienceContract negotiationProject managementCompliance experienceMicrosoft Office proficiencyContinuous process improvementSolution-oriented mindsetCommunication skillsTeam collaborationSelf-starterPresentation skillsOrganizational skills

Required

Bachelor's degree required

Experience in asset management, compliance, or legal

Strong time, project management, and organizational skills in deadline-driven environments

Motivated self-starter focused on client service, able to work independently and as part of a team

Mindset for continuous process improvement, influencing change and collaboration across the organization

Solution-oriented, leading initiatives to enhance processes and drive results

Excellent communication and presentation skills, able to tailor messages for various audiences; proficient in Microsoft Office (Word, Excel, PowerPoint) and reporting