Job Description
Exciting opportunity to join our established CAP table team within Workplace Solutions.
As an Onboarding Analyst within Workplace Solutions you will play a pivotal role supporting our onboarding CAP table team where you will be the first point of contact for new clients.
Job Responsibilities:
• Act as the first point of contact for our customers post sale, ensuring they have the best experience working with J.P.Morgan Workplace Solutions providing them with advice and support. Manage the onboarding of new accounts ensuring a smooth and enjoyable experience for our customers and their partners.
• Act as a client advocate, you will represent them internally and ensure the customer voice is always heard as well as work closely with the customer success team to ensure the smooth hand over of accounts and help to improve the overall customer journey and experience
• Act as a product specialist and become an SME in cap tables, company financing and employee compensation.
• Assist with driving continuous product improvements and features with product and tech teams as a primary User Acceptance Tester.
• Utilize your financial, analytical and problem solving skills to reconcile and understand complex datasets and documentation to efficiently and accurately set up accounts.
• Perform quality control checks post set up, ensuring data accuracy and integrity at all times, collaborate with the team to continuously improve Onboarding Stats and reduce time to value
• Carry out product demos and train our customers on how to use the product while working to Identify tools to automate processes and create efficiencies in the onboarding process.
Required Qualifications, Capabilities and Skills:
• Customer orientated
• Strong excel skills
• Proficient in Word and PowerPoint
• Be organised and efficient
• Enjoy multi-tasking
• Initiative, decisive, self-starter
Preferred Qualifications, Capabilities and Skills:
• 3rd Level qualification in a related area such as business. finance, economics etc. is preferred
• Finance background is advantageous - accounting, share plans, funds etc.
J.P. Morgan Wealth Management Solutions comprises a workforce of more than 2500 professionals spanning across 50 cities globally. Within WM Solutions, diversity is not only a fundamental necessity, but a business imperative and we are committed to building an equitable workforce that represents the communities we serve. We understand the importance of inclusion, work-life balance, and our robust benefits (including comprehensive parental leave offerings, inclusive family building programs, and discounted childcare) reflect the wide-ranging needs of our increasingly diverse workforce. WM Solutions also fosters a culture of active engagement in our Business Resource Groups (BRGs), which serve as supportive networks for employees to share, develop and create community together.
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 comprehensive, with on-site clinics, preventive care, and specialized supports such as maternity nurse guidance and fertility treatments. Wellness activities can help offset copays and out-of-pocket costs, reinforcing the perceived strength of health benefits.
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Retirement Support — A 401(k) with dollar-for-dollar matching and additional automatic pay credits reflect strong employer-backed retirement savings. An employee stock purchase plan and related financial programs further bolster long-term financial support.
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Leave & Time Off Breadth — Paid time off, sick time, holidays, and generous parental leave are provided alongside family medical leave and adoption/fertility assistance. Additional programs like caregiver support and volunteer time off expand the breadth of time-away options.
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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.
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