Client Onboarding

6 days ago

Taguig, National Capital Region, Philippines JPMorgan Chase & Co. Full time ₱1,200,000 - ₱2,400,000 per year
Job Description

Join our team and shape the future of client account management. Be at the heart of our documentation process, ensuring seamless account openings for our commercial clients. Unlock your potential with us and make your mark in a dynamic and innovative environment.

As a Client Onboarding Documentation Analyst within Commercial Bank, you will be responsible for researching and preparing all necessary documents for account openings and services for our commercial customers. You will educate clients and internal partners on authorization and Treasury Services product documentation requirements, ensuring a smooth and compliant process.

Job Responsibilities:
  • Manage the account opening and client documentation workflow, including creation, collection, negotiation oversight, and execution.
  • Oversee the documentation process for external clients and internal business partners throughout the documentation life cycle.
  • Communicate effectively through email and phone with external clients and internal business partners.
  • Conduct research for product setup and account opening to assess documentation requirements on internal systems.
  • Ensure documentation conforms to the Bank's legal guidelines, policies, and standards, mitigating risks through adherence to the control framework.
  • Ensure deal deliverables are met, managing implementation issues, escalations, and error resolution.
  • Demonstrate creative problem-solving and sound judgment in decision-making.
  • Adhere to policy and procedures, meeting or exceeding established Service Level Agreements.
  • Maintain diligent awareness of risks in processes and address them in a timely manner.
  • Exhibit ownership, escalation, and resolution of risk issues promptly.
  • Establish clear timelines and manage documentation requirements to set clear expectations.
Required qualifications, capabilities, and skills:
  • Relevant experience or knowledge of legal documentation, account products, entity organizational documents, tax documentation, and other documentation types.
  • Ability to review and analyze information from multiple sources and determine relevancy.
  • Proven ability to independently identify issues, analyze problems, and provide viable account and documentation solutions.
  • Excellent verbal and written communication skills.
  • Proven ability to successfully manage conflict.
  • Strong time management and organizational skills.
  • Working knowledge of risk factors impacting specific products and industries.
  • Strong client focus and ability to partner with various internal groups and client coverage.
Preferred qualifications, capabilities, and skills:
  • Paralegal or Juris Doctor certificate.
  • Data Analytics expertise.
  • Experience in financial services, preferably in Corporate/Commercial Banking.
  • Fresh graduates are welcome to apply.
All application requirements (including updated resume - please include specifics of your career) should be posted, submitted and completed in the Oracle tool.

About Us

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.

  • Client Onboarding

    5 days ago

    Taguig, National Capital Region, Philippines Virtua Solutions Outsourcing Full time $104,000 - $130,878 per year

    We are seeking a Client Onboarding and Collection Team Lead with strong expertise in Salesforce to lead and coordinate onboarding and collection processes for our clients. This role collaborates closely with the Sales, Customer Success, and Finance teams to ensure seamless client onboarding and efficient collection management.Key ResponsibilitiesLead and...

  • Index Client Onboarding Analyst

    2 weeks ago

    Taguig, National Capital Region, Philippines Nasdaq Full time ₱1,200,000 - ₱2,400,000 per year

    Why Nasdaq When you work at Nasdaq, you're working for more open and transparent markets so that more people can access opportunities. Connections can be made, jobs can be created, and communities can thrive. We want all our employees to have access to opportunity, too. That means planning for career growth, ensuring you have the tools you need, and...

  • Client Onboard Analyst

    6 days ago

    Taguig, National Capital Region, Philippines Citi Full time ₱1,200,000 - ₱2,400,000 per year

    The Client Onboard Analyst 2 is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets factual information. Identifies inconsistencies in data or results,...

  • Client Onboard Analyst

    6 days ago

    Taguig, National Capital Region, Philippines Citi Full time $104,000 - $130,878 per year

    The Client Onboard Analyst 2 is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets factual information. Identifies inconsistencies in data or results,...

  • Client Onboarding and Collection Team Lead – Salesforce Expert

    5 days ago

    Taguig, National Capital Region, Philippines Virtua Outsourcing Solutions Full time ₱480,000 - ₱600,000 per year

    Client Onboarding and Collection Team Lead – Salesforce ExpertWe are seeking a Client Onboarding and Collection Team Lead with strong expertise in Salesforce to lead and coordinate onboarding and collection processes for our clients. This role collaborates closely with the Sales, Customer Success, and Finance teams to ensure seamless client onboarding and...

  • Client Onboarding Analyst, EMEA Implementation

    5 days ago

    Taguig, National Capital Region, Philippines JPMorgan Chase & Co. Full time ₱900,000 - ₱1,200,000 per year

    Job Description Elevate your career with JPMorganChase, a top financial firm, valuing innovation, creativity and excellence. As a Client Onboarding Analyst within the EMEA Implementation team, you will provide effective collaboration with Implementations, Sales, Product, and Client Service and work with various internal partners to ensure...

  • Client Onboarding Analyst

    6 days ago

    Taguig, National Capital Region, Philippines American Express Full time $60,000 - $80,000 per year

    Client Onboarding Analyst#4th in Great Place to Work's Best Company To Work For 2025#10th in Fortune Magazine's 2025 World's Most Admired Companies#1st in the J.D. Power 2024 U.S. Credit Card Satisfaction Study of National Credit Card IssuersTop GBS Employers for the Philippines by the Everest Group At American Express, our culture is built on a 175-year...

  • Client Onboarding Junior Analyst

    2 weeks ago

    Taguig, National Capital Region, Philippines Citi Full time ₱400,000 - ₱600,000 per year

    The Reference Data Services Analyst 1 is a trainee professional role. Requires a good knowledge of the range of processes, procedures and systems to be used in carrying out assigned tasks and a basic understanding of the underlying concepts and principles upon which the job is based. Good understanding of how the team interacts with others in accomplishing...

  • Client Onboarding Junior Analyst

    2 weeks ago

    Taguig, National Capital Region, Philippines Citi Full time ₱400,000 - ₱600,000 per year

    The Reference Data Services Analyst 1 is a trainee professional role. Requires a good knowledge of the range of processes, procedures and systems to be used in carrying out assigned tasks and a basic understanding of the underlying concepts and principles upon which the job is based. Good understanding of how the team interacts with others in accomplishing...

  • Client Onboarding Analyst

    6 days ago

    Taguig, National Capital Region, Philippines American Express Full time ₱1,200,000 - ₱2,400,000 per year

    Client Onboarding Analyst#4th in Great Place to Work's Best Company To Work For 2025#10th in Fortune Magazine's 2025 World's Most Admired Companies#1st in the J.D. Power 2024 U.S. Credit Card Satisfaction Study of National Credit Card IssuersTop GBS Employers for the Philippines by the Everest GroupAt American Express, our culture is built on a 175-year...