Asset Management - Client Service Contract Team - Contract Specialist - Associate

Location: Columbus, OH, United States

Job Family: Client Service

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a proud history of innovation and client focus. The Asset Management division plays a pivotal role in delivering tailored investment solutions to institutional and individual clients worldwide. We are seeking a Contract Specialist - Associate to join our high-performing Client Service Contract Team in Columbus, OH. In this role, you will be instrumental in managing US Intermediary Contracts, ensuring seamless client relationships and regulatory adherence within our dynamic asset management operations. This position offers the opportunity to contribute to a team that supports billions in assets under management, working closely with intermediaries such as broker-dealers and financial advisors to facilitate efficient service delivery. As a Contract Specialist, your primary focus will be on the end-to-end lifecycle of contracts, from initial drafting and negotiation to ongoing monitoring and compliance. You will collaborate with cross-functional teams, including legal, compliance, and client-facing professionals, to mitigate risks and optimize contract terms that align with JP Morgan Chase's high standards of integrity and excellence. This role demands a keen eye for detail and a proactive approach to identifying process improvements, all while navigating the complexities of the financial services landscape. Based in our state-of-the-art Columbus office, you will benefit from a supportive environment that fosters professional growth and innovation in asset management client services. Joining JP Morgan Chase means becoming part of a world-class organization committed to your success. We value diverse perspectives and provide robust training to help you excel in this Associate-level position. If you have a passion for financial contracts and a drive to deliver exceptional client service, this opportunity allows you to advance your career while contributing to our mission of powering the progress of individuals and communities worldwide.

Key Responsibilities

• Review, draft, and negotiate contracts for US intermediary clients in the Asset Management division
• Ensure all contracts comply with JP Morgan Chase policies, regulatory requirements, and industry standards
• Collaborate with legal, compliance, and business teams to manage contract approvals and amendments
• Monitor contract performance and resolve issues related to client service agreements
• Maintain accurate records of contracts using internal systems and databases
• Provide guidance to client service teams on contract terms and obligations
• Identify opportunities to streamline contract processes and improve efficiency
• Support audits and reporting on contract portfolios for risk management
• Assist in onboarding new intermediary clients by preparing necessary contractual documentation
• Stay updated on changes in financial regulations impacting asset management contracts

Required Qualifications

• Bachelor's degree in Business, Finance, Law, or a related field
• Minimum of 2-3 years of experience in contract management, legal operations, or client services within the financial services industry
• Strong understanding of US financial regulations, including SEC rules and intermediary agreements
• Proficiency in contract lifecycle management tools and Microsoft Office Suite
• Excellent attention to detail and organizational skills
• Ability to work independently and collaboratively in a fast-paced environment
• Clear verbal and written communication skills for stakeholder interactions

Preferred Qualifications

• Experience in asset management or investment services at a major financial institution
• Knowledge of JP Morgan Chase's internal compliance and risk management frameworks
• Certification in contract management (e.g., Certified Commercial Contracts Manager)
• Familiarity with CRM systems like Salesforce used in client servicing
• Prior exposure to negotiating contracts with US intermediaries such as broker-dealers

Required Skills

• Contract drafting and negotiation
• Regulatory compliance in financial services
• Attention to detail
• Analytical thinking
• Communication (verbal and written)
• Time management and prioritization
• Problem-solving
• Team collaboration
• Knowledge of asset management products
• Proficiency in Microsoft Excel and Word
• Experience with contract management software (e.g., DocuSign, ContractWorks)
• Understanding of SEC and FINRA regulations
• Risk assessment
• Stakeholder management
• Adaptability to changing priorities

Benefits

• Competitive base salary and performance-based annual bonuses
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with company matching contributions
• Generous paid time off, including vacation, sick days, and parental leave
• Professional development programs and tuition reimbursement for relevant certifications
• Employee stock purchase plan and financial wellness resources
• On-site fitness centers and wellness programs at Columbus facilities
• Flexible work arrangements and hybrid work options post-onboarding

JP Morgan Chase is an equal opportunity employer.