Client Onboarding Analyst

JP Morgan Services India Pvt Ltd; Bengaluru; On-site; INR 500,000 - 700,000; Full time

Job summary

JP Morgan Services India Pvt Ltd is seeking an Onboarding Analyst to drive end-to-end client onboarding in the Commercial Investment Banking space. You will coordinate with implementation consultants, international onboarding leads, clients, and internal partners to ensure timely, well-controlled account openings.

The role involves validating documents, ensuring compliance with risk and legal guidelines, and maintaining accurate workflow across teams.

Qualifications

• Bachelor's degree or equivalent professional qualification.
• 2+ years of relevant experience or knowledge of legal documentation and onboarding.
• Ability to analyze information from multiple sources and determine relevancy.
• Strong client focus with effective collaboration with internal teams and client coverage.
• Clear and professional communication via phone and email.

Responsibilities

• Interpret client onboarding requests and clarify requirements with key stakeholders
• Coordinate onboarding activities with implementation consultants, international onboarding leads, clients, and internal business partners
• Administer the account opening and client documentation workflow, including creation, review, and signature validation
• Verify that the risk rating aligns with the approved risk matrix
• Research product setup and account opening requirements, including documentation needs, via frequent outreach
• Validate core legal documents, product forms, and service terms against policies and procedures
• Index scanned documentation to the centralized repository per required standards
• Confirm authorized signatory details, negotiated documents, and signature verification results
• Enforce adherence to guidelines, policies, standards, and the control framework to mitigate risk
• Escalate implementation issues, manage error resolution, and hold owners to meet deliverables
• Authenticate mandates into the relevant platform in line with established controls

Skills

2+ years of relevant experience

Client-focused

Effective communication

Documentation & onboarding

Education

Bachelor's degree

Job description

Onboarding Analyst Make your mark improving client onboarding by partnering across teams, growing your expertise, and helping deliver well-controlled account openings. As a Client Onboarding Analyst within Commercial Investment Banking, you coordinate end-to-end onboarding activities with implementation consultants, international onboarding leads, clients, and internal partners. You manage account opening documentation workflows to support timely delivery and strong control outcomes. You help ensure documentation aligns to legal guidelines, policies, standards, and the risk control framework.

Job Responsibilities

• Interpret client onboarding requests and clarify requirements with key stakeholders
• Coordinate onboarding activities with implementation consultants, international onboarding leads, clients, and internal business partners
• Administer the account opening and client documentation workflow, including creation, review, and signature validation
• Verify that the risk rating selected aligns with the approved risk matrix
• Research product setup and account opening requirements, including documentation needs, using frequent phone-based outreach
• Validate core legal documents, product forms, and service terms against documented policies and procedures
• Index scanned documentation to the centralized repository following required standards
• Confirm authorized signatory details, negotiated documents, and signature verification results
• Enforce adherence to legal guidelines, policies, standards, and the control framework to mitigate risk
• Escalate implementation issues, manage error resolution, and hold owners accountable to meet deliverables
• Authenticate mandates into the relevant platform in line with established controls

Required qualifications, skills, and capabilities

• Hold a bachelor’s degree (or equivalent professional qualification)
• Demonstrate 2+ years of relevant experience or knowledge of legal documentation, account products, entity organizational documents, tax documentation, and related documentation types
• Analyze information from multiple sources and determine relevancy
• Apply a strong client focus while partnering effectively with internal groups and client coverage teams
• Communicate clearly and professionally when working through documentation and onboarding items via phone and email

Preferred qualifications, skills, and capabilities

• Demonstrate knowledge of Treasury Services and Commercial Banking products and operations
• Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes.