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Client Onboarding Analyst

JPMorgan Chase

Product Implementation Specialist

Step into the role of a Product Implementation Specialist at JPMorganChase and be at the forefront of delivering top-tier treasury and banking solutions to our valued clients. Utilize your project management skills to lead complex implementations, ensuring a seamless and satisfying client experience. This position offers a unique entry point into the Client Onboarding organization, providing ample opportunities for personal and professional growth within a diverse and innovative global team.

As a Client Onboarding Analyst within Global Corporate Bank, you will be integral to the client onboarding process, ensuring smooth transitions to the Chase banking platform. Your responsibilities include executing strategic initiatives and projects while adhering to established procedures. You will perform a mix of routine and semi-routine tasks, focusing on accuracy and adequacy, and use your influence, critical thinking, and active listening skills to resolve queries and escalate unusual situations. Leveraging data and technology to drive insights and inform decisions will be part of your role. This position offers an opportunity to develop emotional intelligence and enhance your ability to manage emotions professionally.

Job responsibilities

  • Apply developing critical thinking skills to resolve routine queries and escalate any unusual situations in the onboarding process.
  • Utilize beginning proficiency in data and tech literacy to analyze and interpret data, providing continuous insights to inform decisions.
  • Contribute to the team's efforts by using influence and persuasion skills to establish credibility and trust during the client onboarding process.
  • Enhance emotional intelligence by recognizing, understanding, and managing emotions in professional interactions with clients and team members.
  • Develop onboarding project management skills under the guidance of experienced VP-CO's (Vice President, Client Onboarding)
  • Innovate and explore enhancements in service delivery.
  • Handle your own queue of projects, ensure adherence to project methodology and protocols to minimize risk.
  • Enhance project support processes and optimize efficiencies.
  • Explore creative and innovative ways to enhance project support processes and optimize efficiencies.
  • Utilize creative problem-solving and solid decision-making abilities to deliver business-driven results.

Required qualifications, capabilities and skills

  • Demonstrated ability to apply critical thinking skills to resolve routine queries and escalate unusual situations.
  • Proven experience in using influence and persuasion to establish credibility and trust in a professional setting.
  • Beginning proficiency in data and tech literacy, with a willingness to understand new/emerging technologies that impact business.
  • Developing emotional intelligence skills, with a focus on recognizing, understanding, and managing emotions in professional interactions.
  • Strong personal and team organizational skills to meet deadlines in a fast-paced environment, with emphasis on time management and attention to detail
  • Proactive and intrinsically motivated. Flexible in a dynamic work environment
  • Excellent written and verbal communication, adaptable to different audiences
  • Skills in digital innovation, adoption, and literacy (API, Transmission, Coding, etc)

Preferred qualifications, capabilities and skills

  • Utilize presentation skills to clearly communicate onboarding procedures and updates to clients and stakeholders.
  • Oversee project management activities to ensure timely and successful client onboarding.

Please note this role is not eligible for employer immigration sponsorship

About Us

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

About the Team

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction. Operations teams develop and manage innovative, secure service solutions to meet clients' needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.

JPMorgan Chase
Vacancy posted 23 hours ago
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