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Full Job Description
CB Client Onboarding – Implementation Solutions Analyst
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.6 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small business, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. JPMorgan Chase & Co.is committed to providing a comprehensive set of benefits choices to meet different employee needs and lifestyles, which include choices such as Flexible Work Arrangements with periodic work from home and non-standard business hours, fully paid parental leave time, health care insurance and retirement benefits.
Commercial Banking (CB) serves more than 30,000 clients, including corporations, municipalities, financial institutions, and not-for-profit entities with annual revenues generally ranging from $20 million to $2 billion. The Firm’s broad platform positions CB to deliver extensive product capabilities – lending, treasury services, investment banking, and asset management – to meet our clients’ domestic and international financial needs. Commercial Banking Client Onboarding (CBCO) is responsible for driving and coordinating all aspects of client onboarding experience, which includes account opening, set-up of cash management products and services along with supporting client coverage teams in the fulfilment of AML/KYC requirements.
The CBCO organization is seeking an entry-level, highly motivated individual who is capable of handling a wide variety of tasks directly impacting the client experience. The Implementation Solutions Analyst (ISA) will have global responsibility for onboarding support for Commercial Banking clients. Helping our clients expand their business is a strategic opportunity for Commercial Banking and the initial onboarding experience sets the tone. The ISA will work directly with Onboarding Specialists and various operations teams to provide support to onboard the client’s business to the CB products and services.
Core Responsibilities:
Collaboration with the coverage team to establish clear implementation details, enabling the implementation to be initiated expeditiously
Completion of project initiation tasks, including account reservation requests, product forms and early engagement of internal teams
Attend client calls and support Onboarding Specialists with meeting agendas and minutes
Responsible for various quality control reviews through the project lifecycle
Utilize creative problem solving and solid decision making abilities
Adherence to policy and procedures, and international and domestic regulatory requirements
Manage onboarding activities via phone, telepresence, email and in person with internal business partners
Own and drive identification, transparency, escalation, and resolution of risks and issues to closure
Required Qualifications:
BA/BS Degree
Ability to soundly execute quantitative and qualitative analysis, draw salient conclusions and present information in a concise and effective manner
Strong organizational skills both personally and across the working team to meet deadlines in a fast paced environment (time management and attention to detail)
Strong interactive personal and communication skills and ability to influence others for positive results
Excellent English written & verbal communication ability
Experienced problem solver and critical thinker
Ability to take ownership, manage through conflict and mobilize internal resources
Adaptable to a changing, dynamic work environment
JPMorgan Chase & Co., 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 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. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.
The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the “WELL Health-Safety Rating” for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.
As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm’s current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm’s vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be 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.
Equal Opportunity Employer/Disability/Veterans
