Client Onboarding Specialist IV

Sorry, this job was removed at 02:19 p.m. (CST) on Saturday, Aug 30, 2025
Philadelphia, PA, USA
Hybrid
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
Job Description
Are you ready to make a significant impact on the InstaMed Network.
As a Contracting Analyst within the InstaMed Network, you will be responsible for ensuring accurate payments to providers during the onboarding process. Your role will involve mastering departmental procedural processes, analyzing information to determine the course of action, and ensuring compliance with business requirements. You will have the opportunity to learn standard operating procedures, process enrollments, resolve concerns, and collaborate with a team, significantly impacting the network and enhancing customer experience.
Job Responsibilities:
  • Master departmental procedural processes and analyze information to determine the course of action, ensuring compliance and business requirements.
  • Complete due diligence and reinforce KYC policies to prevent misrouting of funds during processing of new enrollments or changes to existing accounts.
  • Research, synthesize, and verify customer information to facilitate outreach and resolution.
  • Identify potential fraudulent accounts using investigative skills and available resources.
  • Manage multiple work queues and prioritize tasks to provide the best possible customer experience.
  • Maintain a professional and courteous manner while addressing customer calls or emails.
  • Speak with customers to review their requests and provide guidance on next steps to effectively resolve issues, promoting a positive customer experience.
  • Communicate relevant information effectively to customers and team members, including requirements, updates, and timelines.
  • Document progress and next steps for internal transparency.
  • Perform any other duties applicable to the position.

Required Qualifications, Capabilities, and Skills:
  • Strong attention to detail, organizational, and time management skills.
  • Effective and professional communication skills.
  • Resourceful analytic thinking and sound judgment.

Preferred Qualifications, Capabilities, and Skills:
  • Customer-facing experience preferred.
  • Experience with Salesforce or knowledge of healthcare and/or financial industry is beneficial.
  • Proficiency with Microsoft Office and ability to easily learn new software/programs.

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 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. Additional details about total compensation and benefits will be provided during the hiring process.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
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.

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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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