Make your mark by helping clients launch successfully on a leading Prime Brokerage platform. Join a global onboarding team that partners closely with product, operations, and technology to deliver a smooth client experience. You will build trusted client relationships while solving complex integration and operating-model challenges. This role offers broad exposure across products and functions, with opportunities to grow your expertise and impact.
As a Client Onboarding Analyst in the Global Middle Office Onboarding team, you will lead client integration and implementation activities for new Prime Brokerage clients joining JPMorganChase. You will coordinate onboarding plans, testing, and operational setup to ensure clients are ready for go-live. You will partner with internal stakeholders to manage dependencies, resolve issues, and provide clear status updates. You will act as a client-facing point of contact, helping clients navigate onboarding decisions and deliverables.
Job responsibilities- Partner with business and service teams to plan and deliver end-to-end onboarding for new Prime Brokerage clients.
- Coordinate onboarding timelines, deliverables, and stakeholder responsibilities to support on-time go-live.
- Lead client discussions to understand operating models, workflows, and service expectations.
- Manage pre–go-live testing activities, including test planning, execution coordination, issue tracking, and readiness confirmation.
- Facilitate required approvals and sign-offs from clients and internal stakeholders prior to go-live.
- Support operational setup of client reference data and related onboarding configuration across supported products.
- Provide onboarding solutions and recommendations that address client integration needs and operational requirements.
- Communicate progress, risks, and decisions to senior stakeholders with clear, timely updates.
- Act as a subject matter resource for Prime Brokerage onboarding processes and product-specific onboarding considerations.
- Coordinate client change requests during onboarding and serve as a consistent point of contact across global regions.
- 3 years of experience in client onboarding, client implementation, middle office, operations, or a related role within financial services.
- Demonstrated experience coordinating cross-functional deliverables across product, operations, and technology teams.
- Experience managing client-facing discussions, including documenting requirements and communicating status and next steps.
- Experience planning and coordinating user testing or operational readiness activities for new client launches.
- Strong written and verbal communication skills, including delivering clear updates to senior stakeholders.
- Strong organizational skills with the ability to manage multiple onboarding workstreams simultaneously.
- Demonstrated problem-solving skills, including identifying risks, removing blockers, and driving issues to resolution.
- High attention to detail and ability to maintain accurate onboarding documentation and action logs.
- Experience supporting Prime Brokerage products and operating models.
- Experience coordinating onboarding across multiple global regions and time zones.
- Familiarity with reference data concepts and onboarding-related data setup in capital markets environments.
- Experience using structured project tracking tools (e.g., action logs, RAID logs, or workflow trackers) to manage onboarding execution.
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.
Skills Required
- 3 years of experience in client onboarding, client implementation, middle office, operations, or a related role within financial services.
- Demonstrated experience coordinating cross-functional deliverables across product, operations, and technology teams.
- Experience managing client-facing discussions, documenting requirements, and communicating status and next steps.
- Experience planning and coordinating user testing or operational readiness activities for new client launches.
- Strong written and verbal communication skills, including delivering clear updates to senior stakeholders.
- Strong organizational skills with the ability to manage multiple onboarding workstreams simultaneously.
- Demonstrated problem-solving skills, including identifying risks, removing blockers, and driving issues to resolution.
- High attention to detail and ability to maintain accurate onboarding documentation and action logs.
- Experience supporting Prime Brokerage products and operating models.
- Experience coordinating onboarding across multiple global regions and time zones.
- Familiarity with reference data concepts and onboarding-related data setup in capital markets environments.
- Experience using structured project tracking tools (e.g., action logs, RAID logs, or workflow trackers).
JPMorganChase Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.
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Healthcare Strength — Medical, dental, vision, and mental-health coverage are broad, with wellness incentives, on-site or virtual care, and an EAP offering coaching and counseling. Plan materials emphasize accessible options, including multiple medical choices and tools to manage costs.
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Parental & Family Support — Paid parental leave extends up to 16 weeks for all parents, supplemented by paid Critical Caregiver Leave. Family resources include backup childcare via Bright Horizons, lactation support and milk-shipping, family-building assistance, and even a free five-month SNOO rental for newborns.
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Retirement Support — Retirement programs include a 401(k) with an annual company match and automatic pay credits for most employees, with a legacy pension available to earlier hires. An Employee Stock Purchase Plan at a 5% discount further supports long-term savings.
JPMorganChase Insights
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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