Client Onboarding Analyst (Implementations)

Posted 4 Hours Ago
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Manila, Metro Manila, National Capital Region
Hybrid
Junior
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
The Client Onboarding Analyst will manage client implementations, enhance onboarding experiences, and ensure compliance while coordinating with teams for product delivery.
Summary Generated by Built In
Job Description
The APAC Implementation Team is responsible for onboarding all core cash management business for clients in our region. A critical part of this process relies on effective working relationships between Implementations, Sales, Product, and Client Service. In addition, we work closely with various internal functional partners to ensure seamless end-to-end service delivery. We manage the implementation process for a wide range of client sectors, using a tried-and-tested methodology to deliver a high-quality client experience while accelerating revenue generation for the bank.
As a Client Onboarding Analyst in the Implementations team, you will collaborate with clients to implement JPMorgan Payments products, enhancing their eCommerce and treasury capabilities. You will drive and coordinate all aspects of the client onboarding experience, ensuring a smooth transition from solution finalization to live production. In this role, you will manage multiple client implementations, prioritize deadlines, and lead communications with senior stakeholders, all while adhering to legal, risk, compliance, and control frameworks.
Job responsibilities:
  • Act as the single point of contact for clients during implementation, coordinating with business partners and team members to ensure timely delivery of products and services
  • Provide assistance to internal partners to influence decisions and develop solutions while mitigating audit and risk concerns
  • Build solid working relationships with customers and internal partners
  • Ensure client account opening requests and activities meet business approval criteria, credit risk, and document control requirements
  • Update projects and ensure accurate tracking through management reports on a weekly and monthly basis
  • Monitor cycle times for all product setups and seek to shorten each process
  • Drive process improvements by collaborating with the team and functional partners to enhance the client onboarding process
  • Attend meetings and training to support ongoing development and expand knowledge of cash management products, processes, and technologies
  • Exercise defined levels of authority and decision-making that impact implementation deadlines and milestones

Required qualifications, capabilities, and skills:
  • Bachelor's degree in Business or related field
  • Experience in operations, implementations, or client service
  • Knowledge of documentation review (standard and non-standard)
  • Experience or knowledge in cash management and treasury services
  • Keen attention to detail
  • Strong verbal, written, and interpersonal communication skills in English
  • Ability to work effectively in a fast-paced and changing environment, including adjustments to work schedule and overtime
  • Strong organizational and decision-making skills
  • Aptitude to learn documentation and risk requirements
  • Ability to work on multiple applications with minimal supervision
  • Proficient in MS Office tools (Outlook, Excel, Word) and desktop/internet-based applications

Preferred qualifications, capabilities, and skills:
  • Knowledge or hands-on experience with enterprise applications such as SAP or Oracle in the finance/treasury domain
  • Project management experience, would be beneficial

About Us
JPMorganChase, 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 recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
About the Team
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

Top Skills

MS Office
Oracle
SAP

What the Team is Saying

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The Company
HQ: New York, NY
289,097 Employees
Year Founded: 1799

What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands.

Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products.

Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.

©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

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