Payments- Escrow- Paying Agency Client Manager- Senior Associate

Location: Jersey City, NJ, United States

Job Family: Client Advisory

About the Role

At JPMorgan Chase, we are a leading global financial services firm with a strong commitment to innovation and client success in the payments and agency services space. As a Payments - Escrow - Paying Agency Client Manager - Senior Associate in our Client Advisory team, you will play a pivotal role in managing a diverse portfolio of escrow and paying agent relationships. Based in our state-of-the-art office in Jersey City, NJ, this position offers the opportunity to work with high-profile corporate clients, ensuring their financial transactions are handled with precision, security, and efficiency. You will leverage your expertise in financial services to provide advisory support, drive operational excellence, and contribute to the growth of our Corporate & Investment Bank division. Your day-to-day responsibilities will include overseeing the full lifecycle of escrow accounts and paying agency services, from onboarding to ongoing management and resolution of complex issues. You will act as a trusted advisor to clients, interpreting their needs and recommending customized solutions that align with JPMorgan Chase's robust payments infrastructure. Collaboration is key; you will partner with cross-functional teams including compliance, legal, and technology to navigate regulatory landscapes and implement best practices. This role demands a proactive approach to risk management, portfolio optimization, and client engagement, all while upholding the highest standards of integrity and confidentiality in line with our firm's global reputation. We value professionals who thrive in dynamic environments and are passionate about delivering exceptional client experiences. This Senior Associate position is ideal for those with a solid background in financial services who seek to advance their career at one of the world's most admired companies. Join JPMorgan Chase to be part of a team that powers economic growth and supports clients in achieving their financial goals, with opportunities for professional development and impactful contributions to innovative payment solutions.

Key Responsibilities

• Manage a portfolio of escrow and paying agent client relationships, ensuring seamless service delivery and compliance
• Serve as the primary point of contact for clients, addressing inquiries, resolving issues, and providing strategic advisory on payments solutions
• Oversee the operational aspects of escrow accounts, including fund transfers, disbursements, and reconciliation processes
• Collaborate with internal teams such as legal, compliance, and operations to mitigate risks and enhance client satisfaction
• Monitor portfolio performance, identify growth opportunities, and develop tailored solutions for client needs
• Ensure adherence to JPMorgan Chase policies, industry regulations, and best practices in financial services
• Prepare and present reports on portfolio metrics, client feedback, and service improvements to senior management
• Drive business development initiatives by identifying upsell opportunities within existing client relationships
• Conduct periodic reviews of client accounts to optimize escrow and paying agency structures
• Support audit and regulatory examinations related to managed portfolios

Required Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field
• Minimum of 5 years of experience in escrow, paying agency, or related financial services operations
• Proven track record in managing client portfolios within the payments or agency services sector
• Strong understanding of regulatory requirements in escrow and paying agent services, including SEC and OCC guidelines
• Experience with financial systems and tools used in portfolio management
• Ability to handle complex client relationships in a high-volume financial environment
• Certification such as CFA, CPA, or equivalent in financial services preferred but not required

Preferred Qualifications

• Advanced degree (MBA) in Finance or related discipline
• 7+ years in client management roles at a major financial institution
• Familiarity with JPMorgan Chase's internal systems like ESCROWnet or similar platforms
• Experience in cross-border payments and international escrow arrangements
• Prior exposure to corporate trust and agency services

Required Skills

• Portfolio management expertise
• Client relationship building
• Escrow and paying agency operations
• Regulatory compliance knowledge
• Financial analysis and reporting
• Risk assessment and mitigation
• Communication and presentation skills
• Problem-solving and decision-making
• Project management abilities
• Proficiency in Microsoft Office Suite and financial software
• Attention to detail in high-stakes environments
• Negotiation and conflict resolution
• Time management in fast-paced settings
• Team collaboration across departments
• Adaptability to evolving financial regulations

Benefits

• Comprehensive health insurance coverage including medical, dental, and vision plans
• 401(k) retirement savings plan with generous company matching contributions
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs and tuition reimbursement for further education
• Employee stock purchase plan and performance-based bonuses
• Wellness programs with gym memberships and mental health support
• Flexible work arrangements and hybrid office options in Jersey City
• JPMorgan Chase Foundation matching for charitable donations

JP Morgan Chase is an equal opportunity employer.