Agency service representative job description

New Business Activities

• Understand the business purpose and deal structure for new business referrals
• Review and negotiate governing documents with internal counsel as needed
• Interact with client's external counsel to negotiate escrow contracts in a proactive and professional manner ensuring that the risk profile of JPMorgan is protected while also ensuring that the needs of the client with respect to responsiveness and timely closing are met
• Work with team members to ensure deal information is set up on all operating systems and contractual obligations denoted
• Identify and aggressively follow up on all escrow and bank business opportunities
• Ensure the potential risk and liability being assumed by JPMorgan under each agreement is within guidelines
• Understand all duties to be performed by JPMorgan under each agreement

Relationship Management

• Act as the primary point of contact for allocated clients
• Manage the retention of client relationships
• Provide and promote strong and proactive customer service by responding quickly to client requests, offering solutions to client needs, and developing meaningful client relationships
• Escalate any issues promptly on identification
• Look for opportunities to involve client in key business initiatives
• Provide support to Sales on new business prospects as required

JPMorgan Chase & Co., 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.

Equal Opportunity Employer/Disability/Veterans