Client Onboarding Specialist – Contracting Document Verification Team

JPMorganChase; Philadelphia (Philadelphia County); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Competitive salary

Comprehensive health care coverage

Retirement savings plan

Job summary

A leading financial institution is seeking a Client Onboarding Specialist in Philadelphia. This entry-level role focuses on ensuring accurate client enrollments for the InstaMed product. You'll be responsible for verifying client data, managing multiple work queues, and communicating effectively with stakeholders. Ideal candidates possess strong attention to detail and organizational skills. The position offers a comprehensive compensation package, including health care coverage and a retirement plan.

Qualifications

• Entry-level role requiring attention to detail and strong communication.
• Ability to quickly learn and retain processes.
• Experience with software and the healthcare/financial industry is a plus.

Responsibilities

• Perform verification activities to meet KYC standards.
• Onboard new accounts and complete standard risk underwriting.
• Ensure requirements are fulfilled accurately within the team.

Skills

Proficiency with Microsoft Office products

Effective written and verbal communication

Strong attention to detail

Organizational skills

Time management skills

Resourceful analytic thinking

Tools

Salesforce

Job description

Overview

Job Description

As a Client Onboarding Specialist within the Client Service Delivery team at JPMorganChase, you will play a critical part in verifying client data and ensuring payments are directed to the correct providers during the onboarding process. This is an entry-level role based in our Philadelphia office focused on ensuring the accuracy and integrity of client enrollments for the InstaMed product as part of J.P. Morgan Healthcare Payments. Success in this role requires strong attention to detail, disciplined follow-up, the ability to quickly learn and retain processes, and proactive initiative. You will master InstaMed’s standard operating procedures to effectively handle both standard and non-standard enrollments, assist in identifying, assessing, and resolving complex issues, and escalate as needed. Effective internal communication and teamwork are essential.

Responsibilities

• Perform due diligence and verification activities, such as verification calls to clients, and ensure KYC standards are met to prevent misrouting of funds and support anti-money laundering compliance during new enrollments and account updates.
• Complete standard risk underwriting, onboard new accounts, set up pricing, and process updates to existing accounts.
• Coordinate with internal team members to ensure all requirements are fulfilled accurately and errors are minimized.
• Deliver exceptional customer experience by appropriately managing multiple work queues and prioritizing tasks as needed.
• Communicate requirements, updates, and timelines clearly and professionally to internal stakeholders and external customers, fostering positive relationships.
• Investigate and resolve open issues using available resources (e.g., Support Tool, Salesforce, interdepartmental research, etc.).
• Develop expertise in departmental procedures, maintain compliance and business requirements, as well as any other duties assigned or applicable to the position.

Required Qualifications, Capabilities And Skills

• Proficiency with computer, typing, and Microsoft Office products; easily able to learn new software/programs.
• Effective and professional written and verbal communication skills.
• Strong attention to detail, organizational, and time management skills.
• Resourceful analytic thinker with sound judgement.

Preferred Qualifications, Capabilities And Skills

• Experience with Salesforce or familiarity with the healthcare and/or financial industry is a plus.

Schedule: Monday - Friday, 8:30am-5:00pm

About Us

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

About The Team

J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.