Client Onboarding Specialist - Document Verification

JPMorgan Chase & Co. • Philadelphia, PA

33d

About The Position

You have a strong attention to detail, organizational, and time management skills and are seeking your next career move - this is the team for you! Join JPMorganChase's InstaMed team responsible for data integrity of enrollments for the Healthcare Payments Services team. As a Client Onboarding Specialist in Document Verification within the InstaMed team at JPMorganChase, you will be responsible for the data of enrollments for InstaMed JPMorganChase Healthcare Payments Services and ensuring that payments are made to the correct and appropriate Provider during the onboarding process. Attention to detail, disciplined follow-up procedures, ability to absorb and maintain knowledge or processes, and initiative are the keys to success. You will need to understand InstaMed's standard operating procedures to effectively complete non-standard enrollments or tasks. You will assist and take initiative in identifying, assessing, and resolving complex issues and problems, escalating whenever necessary. Effective internal communication and teamwork is very important.

Requirements

• Proficiency with computer, typing, and Microsoft Office products; easily able to learn new software/programs
• Effective and professional communication
• Strong attention to detail, organizational, and time management skills
• Resourceful analytic thinking
• Sound judgment required

Nice To Haves

• Experience with Salesforce or knowledge of healthcare and/or financial industry is beneficial

Responsibilities

• Complete due diligence and ensure KYC standards to ensure anti-money laundering standards and prevent misrouting of funds during processing of new enrollments or changes to existing accounts.
• Underwrite, onboard new accounts, set up pricing, and complete updates to existing accounts.
• Coordinate with internal team members to ensure all requirements are completed appropriately and errors are avoided.
• Manage multiple work queues and prioritize as necessary to deliver the best possible customer experience.
• Communicate relevant information effectively, such as requirements, updates, and timelines both internally within the company and externally to customers, promoting a positive customer relationship.
• Investigate open issues using available resources (Support Tool, Salesforce, etc.) and collaborate with internal stakeholders to bring to resolution.
• Master departmental procedural processes, maintain compliance and business requirements, as well as any other duties applicable to the position.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees