Client Onboarding Specialist – Contracting Document Verification Team

JPMorgan Chase & Co. • Philadelphia, PA

5h • Onsite

About The Position

As a Client Onboarding Specialist within the Client Service Delivery team at JPMorganChase, you will play a critical part in verifying client data and ensuring payments are directed to the correct providers during the onboarding process. This is an entry-level role based in our Philadelphia office focused on ensuring the accuracy and integrity of client enrollments for the InstaMed product as part of J.P. Morgan Healthcare Payments. Success in this role requires strong attention to detail, disciplined follow-up, the ability to quickly learn and retain processes, and proactive initiative. You will be expected to master InstaMed’s standard operating procedures to effectively handle both standard and non-standard enrollments. You will also be involved in assisting in the identification, assessment, and resolution of complex issues, escalating as needed. Effective internal communication and teamwork are essential.

Requirements

• Proficiency with computer, typing, and Microsoft Office products; easily able to learn new software/programs.
• Effective and professional written and verbal communication skills.
• Strong attention to detail, organizational, and time management skills.
• Resourceful analytic thinker with sound judgement.

Nice To Haves

• Experience with Salesforce or familiarity with the healthcare and/or financial industry is a plus.

Responsibilities

• Perform due diligence and verification activities, such as verification calls to clients, and ensure KYC standards are met to prevent misrouting of funds and support anti-money laundering compliance during new enrollments and account updates.
• Complete standard risk underwriting, onboard new accounts, set up pricing, and process updates to existing accounts.
• Coordinate with internal team members to ensure all requirements are fulfilled accurately and errors are minimized.
• Deliver exceptional customer experience by appropriately managing multiple work queues and prioritizing tasks as needed.
• Communicate requirements, updates, and timelines clearly and professionally to internal stakeholders and external customers, fostering positive relationships.
• Investigate and resolve open issues using available resources (e.g., Support Tool, Salesforce, interdepartmental research, etc.).
• Develop expertise in departmental procedures, maintain compliance and business requirements, as well as any other duties assigned or applicable to the position.

Benefits

• We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
• Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
• We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.

What This Job Offers

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