Client Documentation Associate

Job Description

Do you thrive in a fast-paced environment and take pride in delivering an exceptional client experience?

Job summary 

As a Client Documentation Specialist (Associate) in Client Onboarding and Service, you will own the documentation experience for clients opening commercial bank accounts. You will partner closely with clients and internal stakeholders to research, prepare, validate, and manage account-opening documentation. You will use sound judgment and attention to detail to ensure documentation requirements are met while creating an efficient, client-centric experience. You will help remove friction by answering questions, aligning on expectations, and escalating obstacles when needed.

Job responsibilities 

• Own the end-to-end documentation process to support commercial bank account opening
• Research, draft, validate, and manage client account documentation and related requirements
• Coordinate documentation workflow with internal partners such as bankers, sales, service, and Know Your Customer teams
• Communicate clearly with clients to answer questions and explain documentation and signature requirements
• Guide clients toward efficient documentation solutions while maintaining appropriate standards and controls
• Set, manage, and reinforce expectations with clients and internal partners throughout onboarding
• Apply critical thinking to identify issues, propose solutions, and drive timely resolution
• Track and execute against multiple priorities using strong time management and organization
• Represent the team as the documentation point of contact for assigned onboarding implementations
• Escalate risks, issues, or blockers appropriately to protect the client experience and delivery timelines
• Contribute to a positive team environment through collaboration, flexibility, and shared ownership

Required qualifications, capabilities, and skills 

• Demonstrated commitment to delivering a consistent, high-quality client experience
• Strong written and verbal communication skills, with ability to explain requirements clearly
• Strong attention to detail and a controls-minded approach to work
• Proven critical thinking and problem-solving skills, including ability to identify and resolve issues
• Ability to partner, collaborate, and influence across multiple stakeholders toward a shared goal
• Ability to operate effectively in a fast-paced, dynamic environment with competing deadlines
• Ability to learn and apply subject-matter knowledge to support documentation and process questions
• Strong organizational and time management skills
• Self-motivated and able to work independently while staying connected to the team
• Bachelor’s degree (or equivalent experience)

Preferred qualifications, capabilities, and skills 

• Juris Doctor (JD)
• Experience supporting account opening, onboarding, or documentation in financial services
• Experience supporting corporate or commercial banking clients
• Experience working directly with clients in a service, implementation, or onboarding capacity
• Familiarity with account documentation review, validation, and coordination with legal stakeholders

About Us

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

About the Team

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.