Client Service Associate jobs in United States
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JPMorganChase · 1 day ago

Client Service Associate

positionPlano, TX
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers and businesses. As a Client Service Associate, you will partner with Bankers and AML/KYC Operations to ensure compliance with regulatory standards and manage the KYC/AML process effectively.

Asset ManagementBankingFinancial Services
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Growth OpportunitiesbadNo H1Bnote

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

Qualification

AML/KYC policy conceptsAnalytical skillsTime managementCommunication skillsAttention to detailProblem-solving skillsClient focusCross-team collaborationSelf-motivatedAdaptability

Required

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

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

Benefits

Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

Company

JPMorganChase

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With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
dateFounded in 2000
location
New York, New York, USA
people-size10001+ employees
web-link
https://www.jpmorganchase.com

Funding

Current Stage
Public Company
Total Funding
unknown
1998-02-01IPO

Leadership Team

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Allison Beer
CEO of Card Services and Connected Commerce
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Dan Mendelson
CEO, Morgan Health
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