Client Onboarding Analyst

JPMorgan Chase & Co.; Charlotte (NC); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Job summary

JPMorgan Chase & Co. is seeking an Implementation Analyst to support client onboarding and the seamless transition of existing clients to the Chase platform. You will execute strategic initiatives and collaborate with teams to ensure accurate, timely delivery of onboarding milestones.

The role emphasizes developing critical thinking, data literacy, and emotional intelligence to navigate routine queries and build trust with clients and stakeholders.

Qualifications

• Demonstrated ability to apply critical thinking to resolve routine queries and escalate unusual situations.
• Proven experience using influence and persuasion to establish credibility and trust.
• Beginning proficiency in data literacy and technology awareness with a willingness to learn new technologies.
• Developing emotional intelligence for professional interactions and collaboration.

Responsibilities

• Assist in the execution of strategic initiatives and projects related to client onboarding, adhering to established routines and procedures.
• Apply developing critical thinking to resolve routine queries and escalating 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.

Skills

Critical thinking

Influence & persuasion

Data literacy

Emotional intelligence

Job description

Step into the role of a Implementation Analyst within JP Morgan Chase and be at the forefront of delivering top-tier treasury and banking solutions to our valued clients. Utilize your project coordination skills to support complex implementations through effective execution and partnership, contributing to a seamless 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 an Implementation Analyst within JPMorgan Chase, you will play a pivotal role in the client onboarding process, ensuring seamless product transitions for existing clients to the Chase banking platform. Your role will involve the execution of strategic initiatives and projects, all while adhering to established routines and procedures. You will be expected to apply your knowledge and experience to perform a mix of routine and semi-routine tasks, with a focus on maintaining accuracy and overall adequacy. Your ability to influence and persuade others, coupled with your developing critical thinking and active listening skills, will be crucial in resolving routine queries and escalating any unusual situations. You will also begin to leverage data and technology to drive continuous insights and inform decisions. This role is an opportunity to grow your emotional intelligence and enhance your ability to understand and manage emotions in a professional setting.

Job Responsibilities

• Assist in the execution of strategic initiatives and projects related to client onboarding, adhering to established routines and procedures.
• Apply developing critical thinking skills to resolve routine queries and escalating 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.

Required qualifications, capabilities, and skills

• Demonstrated ability to apply critical thinking skills to resolve routine queries and escalating 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.

Preferred qualifications, capabilities, and skills

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