Credit Product Delivery (CPD), part of Global Banking Client and Deal Support (GB CDS) under Global Services, is a dedicated lending & trade finance execution support function, covering J.P. Morgan’s Commercial & Investment Bank (CIB) clients. CPD's goal is to provide superior client experience through timely and consistent service, whilst retaining a strong risk and controls framework to deliver a client-focused support for Bankers and Trade Sales. 

 

As a Client Service Associate within the GB CDS team, you will play a key role in providing timely and consistent service to CIB clients. You will collaborate with regional and global partners to ensure a seamless client experience and maintain a strong risk and controls framework. You will also service as the primary contact for servicing matters for Trade and Loans clients, coordinate post-onboarding documentation, address client and internal queries, and support the team in post-deal activities. You will work closely with business partners across Credit, Legal, Compliance, and Operations to deliver client-focused solutions and drive process improvements.

 

Job Responsibilities:

Coordinate and ensure all post-onboarding client documentation are duly executed and records are well-maintained (e.g., board resolutions, authorized signatory updates, callback lists, etc.)Address both internal and client queries regarding documentation matters in a prompt and timely mannerProvide clear guidance to clients in getting Trade / Loan facility-related documentation reviewed and completed (for maintenance purposes)Collaborate with cross-functional teams to resolve issues relating to client documentsManage complex, non-standard documentation requests and work with various internal partners to review such requests (e.g., Legal, KYC team, Operations)Support the team in post deal closing activities (e.g. physical document management) and client requests (e.g. quarterly limit reports)Deliver periodic Service reviews/reports, using data to understand and analyze clients’ enquiries and servicing activitiesIdentify areas of opportunities for process improvement and efficiencies, whether operationally or from a documentation perspective

 

Required Qualifications, Capabilities, and Skills:

Bachelor’s Degree in Finance, Economics or other related disciplinesMinimum of 3 years of experience in Credit and Transaction Management or documentation Ability to work independently and across multiple functions and global teams Flexibility to handle multiple tasks and changing priorities Excellent organizational and time management skillsAbility to analyze situational context, troubleshoot and come up with effective solutions to address issuesEffective verbal and written communication skills Willingness to learn and a forward-thinking mindset  Detail-oriented, organized and meticulous in dealing with client documentation 

 

Preferred Qualifications, Capabilities, and Skills:

Experience in client servicing roles is preferred and advantageous