Client Service Associate II at JPMC Candidate Experience page

Plano, Texas, United States -

Full Time

Start Date

Immediate

Expiry Date

24 May, 26

Salary

0.0

Posted On

23 Feb, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

AML/KYC Policy Concepts, Verbal Communication, Written Communication, Time Management, Organizational Abilities, Analytical Skills, Problem-Solving, Excel, Risk Factors Knowledge, Multi-tasking, Attention To Detail, Client Focus, Cross-Team Collaboration, Self-Motivation, Adaptability, Credit Training

Industry

Financial Services

Description

The Commercial Banking Client On-boarding (CBCO) Know Your Customer (KYC) Organization will be the team supporting client coverage with the fulfillment of Anti-Money Laundering (AML)/KYC requirements. As a Client Service Associate within the Commercial Banking Client On-boarding (CBCO) Know Your Customer (KYC) Organization, you will partner with Bankers and AML/KYC Operations to ensure client records are compliant with regulatory standards and that due diligence is completed accurately and on time at both the start and renewal of client relationships. You will proactively manage expectations, take ownership of the KYC/AML process, and promote high-quality portfolio management. Key responsibilities include timely completion of deliverables, resolving process inefficiencies, mitigating operational risk, escalating issues, supporting client selection, and independently overseeing due diligence renewals. 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 Advanced in Excel 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 Please note this role is not eligible for employer immigration sponsorship. 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 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.

Responsibilities

The associate will partner with Bankers and AML/KYC Operations to ensure client records comply with regulatory standards, completing due diligence accurately and on time for client onboarding and renewals. Key duties involve proactively managing expectations, owning the KYC/AML process, mitigating operational risk, and overseeing due diligence renewals independently.