Client Onboarding Analyst
Job in
Charlotte, Mecklenburg County, North Carolina, 28296, USA
Listed on 2026-10-10
Listing for:
JP Morgan Chase
Full Time
position Listed on 2026-10-10
Job specializations:
-
Finance & Banking
Banking Operations, Banking & Finance, Financial Compliance, Financial Services
Job Description & How to Apply Below
As an Implementation Analyst within JPMorgan Chase, you will play a pivotal role in the client onboarding process, ensuring seamless product transitions for existing clients to the Chase banking platform.
Your role will involve the execution of strategic initiatives and projects, all while adhering to established routines and procedures. You will be expected to apply your knowledge and experience to perform a mix of routine and semi-routine tasks, with a focus on maintaining accuracy and overall adequacy. Your ability to influence and persuade others, coupled with your developing critical thinking and active listening skills, will be crucial in resolving routine queries and escalating any unusual situations.
You will also begin to leverage data and technology to drive continuous insights and inform decisions. This role is an opportunity to grow your emotional intelligence and enhance your ability to understand and manage emotions in a professional setting.
Job Responsibilities Assist in the execution of strategic initiatives and projects related to client onboarding, adhering to established routines and procedures. Apply developing critical thinking skills to resolve routine queries and escalate any unusual situations in the onboarding process. Utilize beginning proficiency in data and tech literacy to analyze and interpret data, providing continuous insights to inform decisions. Contribute to the team's efforts by using influence and persuasion skills to establish credibility and trust during the client onboarding process.
Enhance emotional intelligence by recognizing, understanding, and managing emotions in professional interactions with clients and team members. Required qualifications, capabilities, and skills Demonstrated ability to apply critical thinking skills to resolve routine queries and escalate unusual situations. Proven experience in using influence and persuasion to establish credibility and trust in a professional setting. Beginning proficiency in data and tech literacy, with a willingness to understand new/emerging technologies that impact business.
Developing emotional intelligence skills, with a focus on recognizing, understanding, and managing emotions in professional interactions. Preferred qualifications, capabilities, and skills Utilize presentation skills to clearly communicate onboarding procedures and updates to clients and stakeholders. Coordinate assigned project management activities to support timely and successful client onboarding. Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes
JPMorgan
Chase, 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 offer a competitive total rewards package including…
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