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Client Onboarding Analyst
2 weeks ago
If you're passionate, curious and ready to make an impact, we're looking for you to help us grow our businesses for the future.
As a Client Onboarding Analyst within the EMEA Implementation Team, you are responsible for the on-boarding of all core cash management business for TS clients in our region. A critical part of the process relies on effective working relationships between Implementations, Sales, Product & Client Service. In addition, we work closely with a variety of internal functional partners in order 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 speeding revenue into the bank.
Job Responsibilities:
- Act as the single point of contact for the client during implementation and coordinates with appropriate business partners and team members to ensure delivery of products and services within agreed upon timeframes
- Provide assistance to various internal partners to influence decisions related to developing solutions while ensuring audit and risks are mitigated
- Build solid working relationships with customers and internal partners
- Ensure Client Account opening requests/activities have been subject to appropriate business approval criteria, per JPM credit risk and document control/ risk management criteria.
- Update projects ensuring accurate tracking through management reports on a weekly/monthly basis.
- Monitor cycle times for all product setups seeking to shorten each process.
- Drive process improvements working closely with the team and functional partners to continually improve the client on-boarding process.
- Attend meetings and training as required to continue development and to enhance knowledge of cash management products, processes and technologies.
- Has defined levels of authority and decision making that affect the outcome and delivery of actual implementation deadlines and milestones.
- Knowledge on documentations review (standard and non-standard)
- Strong verbal, written, and interpersonal communication skills in English
- Ability to work in a fast-paced environment
- Ability to adapt to a changing environment including changes or 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 while working under minimal supervision
- Exhibit ability to work effectively in a team environment
- Excellent interpersonal skills
- Proficient in various desktop and internet based applications
- Proficient in MS Office Tools: Outlook, Excel and Word
- Project management experience, would be beneficial
- Operations/Implementations experience preferred
- Cash Management and Treasury Services experience/knowledge preferred
- Client contact experience preferred
- Cash management/Treasury product knowledge preferred
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.
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.
