Asset Management - Client Onboarding Analyst

JPMorganChase; Philippines; On-site; PHP 400,000 - 700,000; Full time

Job summary

JPMorganChase seeks an Client Onboarding Analyst to coordinate onboarding and lifecycle events for investment accounts. You will drive project execution, align stakeholders, and document activities to ensure timely delivery with strong governance.

You will identify risks, escalate issues, and support continuous improvement across operations, investment teams, and custody partners, fostering collaboration and ownership.

Qualifications

• At least 2 years in asset management operations, wealth management operations, or investment banking operations.
• Experience coordinating cross-functional workstreams and delivering against deadlines.
• Strong verbal and written communication skills for diverse stakeholders.

Responsibilities

• Coordinate new account onboarding activities for investment accounts and collect required setup documentation.
• Manage account lifecycle events like mergers, liquidations, closures, and custody changes with timely completion.
• Drive projects supporting investment and operational solutions for new business opportunities.
• Create and maintain project plans, process flows, and runbooks translating requirements into deliverables.
• Lead stakeholder meetings, track actions, and provide clear status updates including risks.

Skills

Cross-functional coordination

Stakeholder management

Communication skills

Time management

Job description

Job Description:

Make an impact by helping deliver seamless onboarding and change events for investment products. You will coordinate cross-functional stakeholders, manage timelines, and keep documentation and governance on track. This role offers broad exposure across operations, investment teams, and custody partners. You will help ensure changes are delivered with quality, transparency, and control awareness. Join a team that values collaboration, continuous improvement, and ownership.

Job summary

As a Client Onboarding Analyst in the Client Onboarding Management Team, you will coordinate new account onboarding and account lifecycle events by driving project execution, stakeholder alignment, and high-quality documentation. You will help ensure initiatives are delivered within agreed timeframes while proactively identifying risks, escalating issues, and supporting continuous improvement.

Job responsibilities

• Coordinate new account onboarding activities for investment accounts, including onboarding checklists, account opening information, and required setup documentation
• Manage account lifecycle events such as mergers, liquidations, closures, in-specie transfers, and custody changes, ensuring accurate tracking and timely completion
• Drive account-related projects supporting investment and operational solutions for new business opportunities
• Build and maintain project plans, process flows, and runbooks to translate business requirements into executable deliverables
• Schedule, lead, and document regular stakeholder meetings, tracking actions to completion across concurrent workstreams
• Provide clear status updates to stakeholders, highlighting milestones, dependencies, and risks
• Escalate issues in a timely manner and support root cause analysis and resolution tracking
• Develop, review, and maintain functional procedures and project management tools to support consistent delivery
• Review implementation outcomes and identify opportunities to improve process efficiency and ways of working

Required qualifications, capabilities and skills

• At least 2 years of experience in asset management operations, wealth management operations, or investment banking operations
• Demonstrated experience coordinating cross-functional workstreams and delivering against deadlines in a time-sensitive environment
• Strong verbal and written communication skills, with the ability to present status clearly to stakeholders across varying seniority levels
• Strong interpersonal skills with a track record of building effective working relationships with business stakeholders and external partners
• Demonstrated ability to adapt to changing priorities and maintain high-quality delivery in demanding, time-sensitive situations

Preferred qualifications, capabilities and skills

• 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

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.

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.