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Escrow Sales Associate - JP Morgan - London
We are seeking an Escrow Sales Associate to join J.P. Morgan in London on an initial 6 months contract (PAYE). This onsite role involves supporting Escrow Sales Executives in driving new business while ensuring all activities adhere to regulatory and risk requirements.
Key Responsibilities
- Product & Risk Knowledge: Understand escrow products, risks, client needs, and sales strategies.
- Client Onboarding: Review and ensure proper client documentation for KYC (Know Your Customer) compliance.
- Communication & Coordination: Liaise with clients and internal teams to manage KYC documentation and timelines.
- KYC Process Management:
- Oversee KYC approvals
- Address queries
- Ensure checks are completed before deal closures
- Risk Management: Work closely with compliance teams to escalate and resolve risk issues.
- Sales System Management:
- Enter deal data into the sales system
- Generate and manage pipeline reports
- Participate in key sales meetings
- Business Development Support: Conduct research and aid in preparations for sales calls.
- Client Correspondence: Prepare promotional materials, follow-ups, and client communications.
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Requirements
- Personality & Skills:
- Customer-focused mindset with ability to multitask in a fast-paced environment.
- Strong adaptability to process and workflow changes.
- Exceptional communication, presentation, organisation, and time management skills.
- Critical thinking and creativity for business development.
- Technical Competence:
- Proficient in Microsoft Office and internet-based systems.
- Experience with Salesforce is a major plus.
- Familiarity with AML (Anti-Money Laundering) and KYC/CDD compliance is advantageous.
- Industry Knowledge:
- Background in M&A (Mergers & Acquisitions) or institutional escrow services preferred.
- Any banking/financial services experience is desirable.
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Ideal Candidate Attributes
The position requires a proactive, team-oriented, analytical, and resourceful individual who can efficiently:
- Manage multiple tasks
- Ensure compliance
- Support sales efforts under pressure
Notes
- Bonus Opportunity: Preference given to candidates with experience in M&A, KYC/AML, or Salesforce in a financial services context.
About J.P. Morgan’s Commitments
We strive to create an inclusive recruitment experience. For accommodations or adjustments to support your application process, contact: adjustments@robertwalters.com.
Recruitment Partners
This role is recruited through Resource Solutions (Robert Walters), an employment business and agency.
Declarations commit to equal opportunities for all candidates. Applications are welcome from all backgrounds.
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