Client Onboarding Analyst

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

Job summary

JPMorgan Chase & Co. in Charlotte, NC is seeking a Product Implementation Analyst to drive client onboarding and implement treasury and banking solutions.

You will manage projects, ensure accurate onboarding, and support client transitions to the Chase platform with a focus on consistency and quality. The role emphasizes building data-driven insights, influencing stakeholders, and growing emotional intelligence within a diverse, global team.

Qualifications

• Ability to apply critical thinking to resolve routine queries and elevate unusual situations.
• Proven ability to influence and persuade to establish credibility and trust.
• Emerging proficiency in data and technology literacy with willingness to learn new tech.
• Developing emotional intelligence for professional interactions.

Responsibilities

• Assist in executing strategic initiatives and projects related to client onboarding.
• Apply developing critical thinking to resolve routine queries and uncommon onboarding situations.
• Use data literacy to analyze information and provide ongoing insights for decisions.
• Contribute to the team by using influence to establish trust during onboarding.
• Enhance emotional intelligence by understanding and managing emotions in client interactions.

Skills

Critical thinking

Influence & persuasion

Data literacy

Tech literacy

Emotional intelligence

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 escal ... 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 elevate 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.