Client Onboarding Analyst

ENGINEERINGUK; Charlotte (NC); On-site; USD 47,000 - 67,000; Full time

Job summary

JPMorgan Chase is seeking a Product Implementation Analyst to support client onboarding, ensure smooth product transitions for existing clients, and drive continuous improvement in onboarding processes. This role emphasizes project coordination, data literacy, and developing emotional intelligence within a global team.

The position offers exposure to strategic initiatives and opportunities for growth within the Client Onboarding organization, leveraging advancing technologies and analytics to

Qualifications

• Demonstrated ability to apply critical thinking to resolve routine queries and escalations.
• Proven experience using influence to establish credibility and trust.
• Basic proficiency with data and technology, open to learning new tools.
• Developing emotional intelligence for professional interactions.

Responsibilities

• Assist in executing onboarding-related strategic initiatives and projects.
• Resolve routine queries and escalate unusual onboarding situations.
• Analyze data to derive insights and inform decisions.
• Use influence to build credibility with clients and stakeholders.
• Develop emotional intelligence to improve client interactions.

Skills

Critical thinking

Influence skills

Data literacy

Emotional intelligence

Presentation skills

Project management

AI analytics

Job description

Step into the role of a Product Implementation Analyst at JP Morgan Chase and be at the forefront of delivering top-tier treasury and banking solutions to our valued clients. Utilize your project management skills to lead complex implementations, ensuring a seamless and satisfying 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 a Product 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 elevate 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 amplify 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.
• Oversee project management activities to ensure 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.

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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Base Pay/Salary
Chicago,IL $22.50 - $32.09 / hour

• Cleveland, Ohio, United States of America