Payments Client Onboarding Analyst

Payments Client Onboarding - Analyst

Start your career at the intersection of client service, payments, and project coordination. In our Payments Client Onboarding team, you will support the implementation of payments solutions for corporate and institutional clients, gaining hands-on exposure to products, processes, and global teams. 

As an Analyst in the Payments Client Technical Onboarding team, you will support the implementation of payments solutions for corporate and institutional clients, helping ensure a smooth journey from solution finalization through to production go-live. You will work alongside experienced team members and collaborate with sales, product, legal, compliance, operations, and technology partners to deliver timely, well-controlled onboarding experiences. This role gives you the opportunity to develop knowledge across treasury, cash management, trade, and merchant acquiring, while building the project coordination and client communication skills that will serve as a strong foundation for your career.

Job responsibilities

• Support end-to-end onboarding and implementation plans, including scope confirmation, project timelines, risk and issue tracking, and status reporting.
• Serve as a point of contact for clients during the onboarding journey, coordinating across regions and time zones to align internal teams on deliverables and milestones.
• Assist in client-facing engagements, including discovery workshops to help refine solutions and recommend onboarding approaches.
• Support legal and compliance processes, including contract coordination and ensuring all approvals and controls are completed prior to go-live.
• Partner with technology and operations teams to support testing readiness, assist with user acceptance testing, and help migrate solutions to production on schedule.
• Contribute to onboarding efforts for new product launches and go-to-market initiatives, helping ensure readiness and a smooth client experience.
• Identify and contribute to process improvement initiatives that enhance the client onboarding experience.
• Help maintain and improve onboarding documentation, project governance tools, and team best practices.

• Ensure adherence to regulatory requirements and firmwide conduct and compliance policies, supporting a strong risk and control environment.

   

   

Required qualifications, capabilities, and skills

• Bachelor's degree
• Minimum 3 years of relevant experience in cash management, transaction banking, corporate finance, or a payment service provider.
• Strong analytical and problem-solving skills.
• Strong organizational skills with the ability to support multiple projects, tasks and workstreams in parallel.
• Clear and professional communication skills, with the ability to collaborate effectively across teams and time zones.
• Comfort working in a cross-functional, global environment with a collaborative and proactive approach.
• Attention to detail and a willingness to take ownership of assigned tasks from start to finish.
• Eagerness to learn, ask questions, and contribute ideas for improving processes and tools.
  

Preferred qualifications, capabilities, and skills

• Awareness of global payments and treasury management practices.
• Basic understanding of payment file or data transfer technologies such as ISO XML, SFTP, API, or SWIFT.
• Exposure to artificial intelligence, automation tools, or data analysis platforms.
  

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.

Experience Level

Mid Level