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Job Description

You are a strategic thinker passionate about driving solutions in Client Account Onboarding Setup. You have found the right team


You will be working with Collateral Client Onboarding. 


Job Responsibilities: 


  • You will be leading team of Individuals responsible f validating client agreements and related documentation for Collateral Accounts Onboarding.
  • Partnering with the Service delivery team for required Client information.
  • Leading team performing functions across Onboarding, Quality checks, indexing legal documents to an electronic imaging systems and maintaining client records.   
  • Partnering with team-members and managers to communicate areas of concern, escalate areas where training is needed, and will participate in process improvement projects in response to testing results.

Required qualifications, capabilities and skills:


  • B.com/MBA with minimum 10years of financial services, Collateral and custody account setup, compliance, or equivalent.
  • Possess financial services industry knowledge with client account setups and support operations.
  • Demonstrate a strong understanding of accounting and finance concepts.
  • Maintain an analytical mindset with the ability to probe sensitive issues while upholding the highest levels of integrity and objectivity.
  • Adapt to shifting priorities and deadlines with productivity and flexibility.
  • Utilize intermediate skills in Microsoft Word, Excel, and Outlook.
  • Familiarize yourself with Opics, CCMS, AMS, and One Margin.
  • Understand collateral products as a strong positive attribute

Preferred qualifications, Capabilities and Skills:


  • Maintain an analytical mindset with the ability to probe sensitive issues while upholding the highest levels of integrity and objectivity.
  • Demonstrate decision-making skills; be accurate and attentive to detail.
  • Organize and prioritize work; handle multiple tasks concurrently.
  • Adapt to shifting priorities and deadlines with productivity and flexibility.
  • Utilize intermediate skills in Microsoft Word, Excel, and Outlook.
  • Familiarize yourself with Opics, CCMS, AMS, and One Margin.
  • Understand collateral products as a strong positive attribute.
  • Prefer to have knowledge about Alteryx, Xceptor, Tableau, Visio, and PowerPoint.

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 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.



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