Client Onboarding Associate - Automation and Data Operations

JP Morgan Services India Pvt Ltd; Bengaluru; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

JP Morgan Services India Pvt Ltd is seeking an Onboarding Associate to translate operational pain points into reusable automation, reporting, and data-mapping solutions within Client Onboarding and Service. You will partner with onboarding, product, transformation, and technology teams to drive governance and data quality improvements.

The role focuses on designing dashboards and scorecards, documenting processes, and delivering controlled rollouts that enhance efficiency and client experience.

Qualifications

• 2+ years of experience in data operations, automation, analytics, or related fields.
• Proficiency with at least two tools from the list (e.g., Power BI, SQL, Python, Excel).
• Ability to map data and transform logic into reporting and dashboards.
• Strong communication to non-technical stakeholders.
• Adherence to governance, data privacy, and risk controls.
• Ability to document processes and maintain evidence for audits.

Responsibilities

• Translate pain points into scalable automation and workflow solutions.
• Collaborate with cross-functional partners to prioritize improvements.
• Design dashboards and scorecards monitoring capacity, quality, controls, and client experience.
• Document end-to-end processes and data flows, identify bottlenecks.
• Integrate data quality checks and audit-ready evidence into delivered solutions.
• Execute testing plans and controlled rollouts to support reliable adoption.
• Investigate operational issues through root-cause analysis and implement preventive controls.
• Maintain reusable automation assets and process documentation.

Skills

Data operations

Automation

Analytics

Process transformation

Software development

Stakeholder communication

Governance & risk controls

Documentation

Education

Bachelor's degree

Equivalent practical experience

Tools

Power BI

Tableau

Qlik

Alteryx

Power Automate

Power Apps

SQL

Python

Advanced Excel

Job description

Onboarding Associate Bring your expertise to translate operational pain points into scalable digital solutions that boost efficiency, control discipline, and user experience. As a Onboarding Associate in Client Onboarding and Service, you translate business challenges into reusable automation, reporting, and data-mapping solutions. You partner with onboarding, product, transformation, and technology stakeholders to deliver controlled, well-documented improvements that strengthen governance and data quality. You help drive measurable operational efficiency and improved decision-making through dashboards, analytics, and responsible use of AI-enabled tools.

Job Responsibilities

• Translate business pain points into scalable automation and workflow solutions that reduce cycle time and manual effort
• Collaborate with onboarding, product, transformation, and technology partners to prioritize and deliver improvements
• Design dashboards and scorecards that monitor capacity, quality, controls, and client experience
• Document end-to-end processes and data flows, identifying dependencies, bottlenecks, and remediation actions
• Integrate data quality checks, exception handling, and audit-ready evidence into delivered solutions
• Execute testing plans, implementation activities, and controlled rollouts to support reliable adoption
• Investigate operational issues through root-cause analysis and implement preventive controls
• Maintain reusable automation assets, reporting, and process documentation through continuous improvement

Required qualifications, skills, and capabilities

• Demonstrate 2+ years of experience in data operations, automation, analytics, process transformation, or software development
• Apply at least two tools such as Power BI, Tableau, Qlik, Alteryx, Power Automate, Power Apps, SQL, Python, or advanced Excel
• Interpret structured and semi-structured data, including data mapping, transformation logic, and reporting principles
• Convert current-state process pain points into clear requirements and practical solution designs
• Communicate technical concepts to non-technical stakeholders through clear writing and presentations
• Follow governance, access management, data privacy, and operational risk controls across the solution lifecycle
• Produce controlled documentation and evidence that supports testing discipline and audit readiness

Preferred qualifications, skills, and capabilities

• Hold a bachelor’s degree or equivalent practical experience in technology, data, operations, analytics, engineering, or business transformation
• 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
• Practice Agile delivery methods, including backlog management, user story creation, and iterative testing
• Earn certification or formal training in automation, data visualization, Agile delivery, project management, business analysis, or development tools