Client Onboarding Analyst

6 hours ago

Manila, National Capital Region, Philippines JPMorganChase Full time
Description

The APAC Implementation Team is responsible for onboarding all core cash management business for clients in our region. A critical part of this process relies on effective working relationships between Implementations, Sales, Product, and Client Service. In addition, we work closely with various internal functional partners to ensure seamless end-to-end service delivery. We manage the implementation process for a wide range of client sectors, using a tried-and-tested methodology to deliver a high-quality client experience while accelerating revenue generation for the bank.

As a Client Onboarding Analyst in the Implementations team, you will collaborate with clients to implement JPMorgan Payments products, enhancing their eCommerce and treasury capabilities. You will drive and coordinate all aspects of the client onboarding experience, ensuring a smooth transition from solution finalization to live production. In this role, you will manage multiple client implementations, prioritize deadlines, and lead communications with senior stakeholders, all while adhering to legal, risk, compliance, and control frameworks.

Job responsibilities:

  • Act as the single point of contact for clients during implementation, coordinating with business partners and team members to ensure timely delivery of products and services
  • Provide assistance to internal partners to influence decisions and develop solutions while mitigating audit and risk concerns
  • Build solid working relationships with customers and internal partners
  • Ensure client account opening requests and activities meet business approval criteria, credit risk, and document control requirements
  • Update projects and ensure accurate tracking through management reports on a weekly and monthly basis
  • Monitor cycle times for all product setups and seek to shorten each process
  • Drive process improvements by collaborating with the team and functional partners to enhance the client onboarding process
  • Attend meetings and training to support ongoing development and expand knowledge of cash management products, processes, and technologies
  • Exercise defined levels of authority and decision-making that impact implementation deadlines and milestones

Required qualifications, capabilities, and skills:

  • Bachelor's degree in Business or related field
  • Experience in operations, implementations, or client service
  • Knowledge of documentation review (standard and non-standard)
  • Experience or knowledge in cash management and treasury services
  • Keen attention to detail
  • Strong verbal, written, and interpersonal communication skills in English
  • Ability to work effectively in a fast-paced and changing environment, including adjustments to work schedule and overtime
  • Strong organizational and decision-making skills
  • Aptitude to learn documentation and risk requirements
  • Ability to work on multiple applications with minimal supervision
  • Proficient in MS Office tools (Outlook, Excel, Word) and desktop/internet-based applications

Preferred qualifications, capabilities, and skills:

  • Knowledge or hands-on experience with enterprise applications such as SAP or Oracle in the finance/treasury domain
  • Project management experience, would be beneficial

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