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Liquidity & Account Solutions - Escrow and Paying Agency, Client Manager - Vice President

ExperiencedNo visa sponsorship
J.P. Morgan logo

at J.P. Morgan

Bulge Bracket Investment Banks

Posted 16 days ago

No clicks

**Escrow & Paying Agency Client Manager - Vice President (Liquidity & Account Solutions) in Jersey City, NJ** - Oversee diverse Escrow & Paying Agent portfolios, ensuring optimal cash management and client satisfaction. - Collaborate cross-functionally to drive new business opportunities and enhance client experience. - Manage client accounts, including payments, risk monitoring, and regulatory compliance. - Interpret legal agreements, make informed decisions on funds release, and maintain up-to-date account records. - Thrive in dynamic environments, demonstrate strong problem-solving skills, and maintain exceptional attention to detail. - Requires 5+ years of client management experience, with a preference for Escrow, Trust, or Custody roles. - Proven ability to build client relationships, collaborate effectively, and manage multiple tasks in fast-paced environments.

Compensation
Not specified USD

Currency: $ (USD)

City
Jersey City
Country
United States

Full Job Description

Location: Jersey City, NJ, United States

If you are passionate about servicing and delivering solutions to clients, you have found the right team! 

As an Escrow and Paying Agency Client Manager - Vice President in Liquidity & Account Solutions, you will report to the Escrow and Paying Agency Team Leader and will be responsible for managing a large portfolio of Escrow and Paying Agent relationships. You will partner with your teammates to accomplish your responsibilities and will have accountability for all facets of the account management of your Escrow and Paying Agent transactions.

JPMorgan Liquidity & Account Solutions (L&AS) works with global clients with complex cash management needs who operates across multiple countries, currencies, legal entities, and time zones, including multi-national corporations, high-growth technology companies, commercial banks, non-bank financial institutions, central banks and broker dealers. Our advanced, end-to-end solutions which combine physical, notional and virtual techniques enable our clients to achieve visibility, control and optimization of working capital.

Job Responsibilities

  • Provide strong customer service by responding quickly and accurately to client requests, offering solutions to client needs, and developing and maintaining client relationships.
  • Manage client accounts, including initiating payments upon client instruction while ensuring that overdrafts and operating losses are avoided.
  • Review, action and approve account ticklers (reminders) in a timely manner. Ensure all account information is kept up-to-date and monitor account risks.
  • Analyze legal agreements and supporting documentation from M&A shareholders to make decisions on funds release.
  • Ensure all account activities comply with the relevant governing escrow and paying agency agreement and J.P. Morgan policies and procedures, including account documentation, callbacks, investments, billing, account setup, and account termination.
  • Partner with Middle Office, Product Management and Sales to maximize new business opportunities with existing client base.
  • Participate in and lead special projects to improve process efficiencies and the client experience, including the timely and accurate completion of project-related deliverables.
     

Required qualifications, capabilities, and skills

  • 5+ years of relevant professional experience
  • Proven experience managing client accounts with direct customer interaction
  • Working knowledge of legal agreements, gained through prior roles
  • Ability to thrive in a fast-paced, client-focused environment, applying strong problem-solving skills and exceptional attention to detail
  • Collaborative and proactive team player with strong multitasking, organizational skills, and a consistent focus on risk controls
  • Excellent written and verbal communication skills, with a demonstrated ability to build strong relationships with clients and internal partners
     

Preferred qualifications, capabilities, and skills

  • Bachelors Degree
  • Experience in Escrow and Paying Agency, Trust or Custody, strongly preferred 
  • Payment processing experience
  • Accounting experience
  • Mergers and Acquisitions (M&A) or Debt Capital Markets Financing experience
  • Strong Excel and Word skills

Liquidity & Account Solutions - Escrow and Paying Agency, Client Manager - Vice President

Compensation

Not specified USD

City: Jersey City

Country: United States

J.P. Morgan logo
Bulge Bracket Investment Banks

16 days ago

No clicks

at J.P. Morgan

ExperiencedNo visa sponsorship

**Escrow & Paying Agency Client Manager - Vice President (Liquidity & Account Solutions) in Jersey City, NJ** - Oversee diverse Escrow & Paying Agent portfolios, ensuring optimal cash management and client satisfaction. - Collaborate cross-functionally to drive new business opportunities and enhance client experience. - Manage client accounts, including payments, risk monitoring, and regulatory compliance. - Interpret legal agreements, make informed decisions on funds release, and maintain up-to-date account records. - Thrive in dynamic environments, demonstrate strong problem-solving skills, and maintain exceptional attention to detail. - Requires 5+ years of client management experience, with a preference for Escrow, Trust, or Custody roles. - Proven ability to build client relationships, collaborate effectively, and manage multiple tasks in fast-paced environments.

Full Job Description

Location: Jersey City, NJ, United States

If you are passionate about servicing and delivering solutions to clients, you have found the right team! 

As an Escrow and Paying Agency Client Manager - Vice President in Liquidity & Account Solutions, you will report to the Escrow and Paying Agency Team Leader and will be responsible for managing a large portfolio of Escrow and Paying Agent relationships. You will partner with your teammates to accomplish your responsibilities and will have accountability for all facets of the account management of your Escrow and Paying Agent transactions.

JPMorgan Liquidity & Account Solutions (L&AS) works with global clients with complex cash management needs who operates across multiple countries, currencies, legal entities, and time zones, including multi-national corporations, high-growth technology companies, commercial banks, non-bank financial institutions, central banks and broker dealers. Our advanced, end-to-end solutions which combine physical, notional and virtual techniques enable our clients to achieve visibility, control and optimization of working capital.

Job Responsibilities

  • Provide strong customer service by responding quickly and accurately to client requests, offering solutions to client needs, and developing and maintaining client relationships.
  • Manage client accounts, including initiating payments upon client instruction while ensuring that overdrafts and operating losses are avoided.
  • Review, action and approve account ticklers (reminders) in a timely manner. Ensure all account information is kept up-to-date and monitor account risks.
  • Analyze legal agreements and supporting documentation from M&A shareholders to make decisions on funds release.
  • Ensure all account activities comply with the relevant governing escrow and paying agency agreement and J.P. Morgan policies and procedures, including account documentation, callbacks, investments, billing, account setup, and account termination.
  • Partner with Middle Office, Product Management and Sales to maximize new business opportunities with existing client base.
  • Participate in and lead special projects to improve process efficiencies and the client experience, including the timely and accurate completion of project-related deliverables.
     

Required qualifications, capabilities, and skills

  • 5+ years of relevant professional experience
  • Proven experience managing client accounts with direct customer interaction
  • Working knowledge of legal agreements, gained through prior roles
  • Ability to thrive in a fast-paced, client-focused environment, applying strong problem-solving skills and exceptional attention to detail
  • Collaborative and proactive team player with strong multitasking, organizational skills, and a consistent focus on risk controls
  • Excellent written and verbal communication skills, with a demonstrated ability to build strong relationships with clients and internal partners
     

Preferred qualifications, capabilities, and skills

  • Bachelors Degree
  • Experience in Escrow and Paying Agency, Trust or Custody, strongly preferred 
  • Payment processing experience
  • Accounting experience
  • Mergers and Acquisitions (M&A) or Debt Capital Markets Financing experience
  • Strong Excel and Word skills