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JPMorgan Chase Bank
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Onboarding Analyst

Onboarding Analyst

JPMorgan Chase Bank

3 - 20 years

11 - 12 Lacs

bengaluru

Posted:2 days ago| Platform:

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Skills Required

analyst data analysis compliance process improvement manager technology management continuous improvement client onboarding financial services

Work Mode

Work from Office

Job Type

Full Time

Job Description

Join the Onboarding team and play a crucial role in ensuring a smooth and efficient onboarding process for our clients. This position offers an exciting opportunity to leverage your skills in influence and critical thinking to navigate challenges and make impactful decisions. Join us to drive continuous improvement and foster a collaborative work environment.

Manage the end-to-end account and product setup process, including collecting and vetting client information, determining product eligibility, and opening accounts.

Serve as a point of contact for clients, providing updates on account opening status and addressing any issues or queries during the onboarding process.

Apply critical thinking skills to review and interpret client documentation, ensuring compliance with JPMorgans onboarding guidelines and legal requirements.

Collaborate with the Compliance team to address and resolve any risk-related issues that may arise during the client onboarding process.

Utilize data and technology to identify opportunities for process improvement, contributing to the continuous enhancement of our onboarding procedures.

Required qualifications, capabilities, and skills

Baseline knowledge or equivalent expertise in client onboarding processes within the banking and financial services industry.

Demonstrated ability to interpret and apply guidelines and standards to real-world scenarios.

Developing proficiency in influencing and persuading others to achieve mutually beneficial outcomes.

Experience with data analysis and interpretation, with a willingness to learn new technologies that impact business.

Developing emotional intelligence skills, with a focus on recognizing, understanding, and managing ones own emotions and those of others.

Preferred qualifications, capabilities, and skills

Experience in using problem-solving techniques to resolve defined problems within the onboarding process.

Beginning proficiency in influencing and persuading others, with a focus on establishing credibility and developing trust during the client onboarding process.

Experience in continuous improvement methodologies, with a focus on identifying opportunities for efficiency and proposing innovative solutions.

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JPMorgan Chase Bank

Financial Services

New York

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Onboarding Analyst