EndereçoJob Description
This position (Deal Negotiator/ Client Manager – DN /CM) reporting to the regional Team Leader is responsible for implementing new deals and managing the ongoing administration of a portfolio of escrow relationships. The Deal Negotiator /Client Manager works very closely with clients and partner areas to accomplish this.
These responsibilities include ensuring the following:
Agreement Negotiation:
- Negotiate new deals, working closely with client, their counsel, internal Legal and external law firm
- Negotiate agreement amendments or write notifications is part of the job description
- End-to-End impact analysis to ensure smooth delivery
Client Service:
- Provide first class client service by proactively anticipate client needs, responding quickly and accurately to client requests, offering solutions to client needs and developing and maintaining client relationships
- Well rounded knowledge of systems and policies and procedures
Ongoing Administration:
- Responding in a timely manner and with excellence to client requests, to account ticklers, payment requests and escrow claim notices
- Managing administration and risk aspects of account portfolio in addition to having all systems properly updated
- Managing accounts so that overdrafts, write-offs, uninvested cash, operating losses and business risk is avoided
- Ensuring that all account activities are in compliance with the relevant governing escrow agreement and JPMorgan policies and procedures including account documentation, callbacks, investments, account setup, account termination and claims process
Team Role:
- Collaborate with the team when there is high volume and provide backup during absences
- Develop and maintain strong relationships with JPMorgan partner areas, namely operations and legal teams
- Partner with Products and Sales to maximize new business opportunities with existing client base
- Participate in special projects as necessary including the timely and accurate completion of project related deliverables
Qualifications
- Bachelor's Degree in Law or Business
- + 5 years work experience in financial services, preferably in Escrow, Account Bank, Trust or Custody, mainly with structured deals
- Familiarity with legal agreements
- Team Player
- Exceptional interpersonal relationship skill
- Strong Verbal and Written Communication skills
- Excellent organizational skills/Attention to Detail
- Excellent PC skills including Word and Excel
About Us
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.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.
