Join the Onboarding team and play a crucial role in ensuring a smooth and efficient onboarding process for our clients. This position offers an exciting opportunity to leverage your skills in influence and critical thinking to navigate challenges and make impactful decisions. Join us to drive continuous improvement and foster a collaborative work environment.

As an Onboarding Analyst within our team, you will manage the end-to-end account and product setup process, ensuring client information is collected and vetted accurately. Your role involves determining product eligibility and opening accounts, while actively listening and asking insightful questions to understand client needs. You will harness data and technology to enhance our onboarding processes, contributing to a positive and collaborative work environment.

Job responsibilities

• Manage the end-to-end account and product setup process, including collecting and vetting client information, determining product eligibility, and opening accounts.
• Serve as a point of contact for clients, providing updates on account opening status and addressing any issues or queries during the onboarding process.
• Apply critical thinking skills to review and interpret client documentation, ensuring compliance with JPMorgan's onboarding guidelines and legal requirements.
• Collaborate with the Compliance team to address and resolve any risk-related issues that may arise during the client onboarding process.
• Utilize data and technology to identify opportunities for process improvement, contributing to the continuous enhancement of our onboarding procedures.

Required qualifications, capabilities, and skills

• Baseline knowledge or equivalent expertise in client onboarding processes within the banking and financial services industry.
• Demonstrated ability to interpret and apply guidelines and standards to real-world scenarios.
• Developing proficiency in influencing and persuading others to achieve mutually beneficial outcomes.
• Experience with data analysis and interpretation, with a willingness to learn new technologies that impact business.
• Developing emotional intelligence skills, with a focus on recognizing, understanding, and managing one's own emotions and those of others.

Preferred qualifications, capabilities, and skills

• Experience in using problem-solving techniques to resolve defined problems within the onboarding process.
• Beginning proficiency in influencing and persuading others, with a focus on establishing credibility and developing trust during the client onboarding process.
• Experience in continuous improvement methodologies, with a focus on identifying opportunities for efficiency and proposing innovative solutions.

JPMorganChase, 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. 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.