Client and Onboarding Services Analyst

Global Banking- Client and Onboarding Services-Team Member/ Analyst

The Client and Onboarding Services (COS) group is responsible for driving and coordinating all aspects of the setup for custom card and cash management services including working with key internal partners to ensure a best in class experience for clients.

As an Analyst in the Client and Onboarding Services (COS) group, you will be responsible for promoting and coordinating all aspects of the setup for custom card and cash management services. This role provides an opportunity to work closely with key internal partners to ensure a best in class experience for our clients.

Job Responsibilities:

• Set clear expectations by establishing timelines and managing documentation.
• Ensure client satisfaction by taking ownership of the onboarding experience.
• Manage internal communication and provide status updates.
• Meet deal deliverables by addressing implementation issues and holding owners accountable.
• Apply creative problem-solving and sound decision-making.
• Adhere to policies and procedures, meeting or exceeding Service Level Agreements.
• Maintain risk awareness, escalating and resolving issues promptly, while collaborating with internal clients and partners

Required Qualifications, Skills and Capabilities:

• Holds a college degree in accounting, business, finance, or has equivalent experience in financial institutions, with 1+ years of relevant experience
• Exhibit excellent communication skills, both written and verbal, and demonstrate a professional presence adaptable to changing needs.
• Highly organized, able to manage competing priorities, and proficient in Microsoft Office Suite, with strong logical, analytical skills, and attention to detail.
• Experienced in client-facing roles in institutional banking, with proven problem-solving abilities and a relentless aptitude for learning new industry knowledge and products.

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 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.