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 lead onboarding of treasury and banking solutions, guiding clients through complex implementations and ensuring a smooth transition to the Chase platform.

You will apply growing project management, data literacy, and communication skills to execute strategic initiatives, address routine queries, and escalate unusual situations, with opportunities to build emotional intelligence within a diverse global team.

Qualifications

• Demonstrated ability to apply critical thinking to resolve routine queries and escalate unusual situations.
• Proven ability to influence and persuade to establish credibility in professional settings.
• Beginning proficiency in data literacy and willingness to adopt new technologies.
• Developing emotional intelligence for professional interactions.

Responsibilities

• Assist in executing strategic onboarding initiatives and projects.
• Resolve routine queries and escalate unusual onboarding situations.
• Leverage data and technology to provide continuous insights for decisions.
• Use influence to establish credibility and trust with clients and stakeholders.
• Enhance emotional intelligence to manage emotions in professional interactions.

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.