Client Onboarding Analyst

JPMorgan Chase & Co. • Charlotte, NC

3d

About The Position

As an Implementation Analyst within JPMorgan Chase, you will support the client onboarding process and help existing clients transition products to the Chase banking platform. You will assist with strategic initiatives and projects, follow established routines and procedures, and complete routine and semi-routine tasks accurately. The role involves resolving routine queries, escalating unusual situations, using data and technology to inform decisions, and building effective professional relationships with clients and team members. It offers an entry point into the Client Onboarding organization, with opportunities for personal and professional growth within a diverse global team.

Requirements

• Demonstrated ability to apply critical thinking to resolve routine queries and escalate unusual situations.
• Experience using influence and persuasion to establish credibility and trust in a professional setting.
• Beginning proficiency in data and technology literacy and willingness to understand new or emerging technologies that affect business.
• Developing emotional intelligence, including recognizing, understanding, and managing emotions in professional interactions.

Nice To Haves

• Presentation skills to clearly communicate onboarding procedures and updates to clients and stakeholders.
• Experience coordinating project management activities to support timely and successful client onboarding.
• Developing experience with AI-powered analytics, workflow automation, or intelligent process tools to improve efficiency, reduce manual effort, or increase accuracy in operational processes.

Responsibilities

• Assist in executing strategic initiatives and projects related to client onboarding while adhering to established routines and procedures.
• Apply critical thinking to resolve routine queries and escalate unusual situations in the onboarding process.
• Use data and technology literacy to analyze and interpret data and provide insights that inform decisions.
• Use influence and persuasion to establish credibility and trust during the client onboarding process.
• Recognize, understand, and manage emotions in professional interactions with clients and team members.

Benefits

• Comprehensive health care coverage
• On-site health and wellness centers
• Retirement savings plan
• Backup childcare
• Tuition reimbursement
• Mental health support
• Financial coaching
• Competitive total rewards package, including base salary and, for eligible roles, commission-based pay and/or discretionary incentive compensation

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed