Are you interested in the opportunity to establish great relationships with new clients? Join our team!
As a Client Onboarding Analyst in Asset and Wealth Management you will be part of the team responsible for setting the tone of our client relationships by ensuing their accounts, products and services are available quickly and seamlessly. You will learn the account and product setup process from end-to-end, including collecting and vetting client information and eligibility for products and opening accounts for use. You will work closely with our front office banking and operations teams to capture client preferences and configure products. This hands-on learning opportunity will expand your knowledge and understanding of the Asset and Wealth Management client segment and product offering.
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Job responsibilities:
- Identify and prefill account opening documentation for distribution to clients for review and execution.
- Review and interpret client-executed documentation while serving as the point of contact for account opening status and reporting issues.
- Provide subject matter expertise to business partners on required legal documentation and onboarding guidelines.
- Discuss and escalate complex issues surrounding client types, financial products, and other risk-related issues with Compliance.
- Identify opportunities to improve processes and tools through engagement with transformation teams.
- Coordinate with JPMorgan partners who have account opening responsibilities.
- Review client data and processes to meet firm-wide quality standards.
- Provide efficient email management.
Required qualifications, capabilities, and skills:
- Must have at least 2 years of financial background experience and be highly organized with the ability to prioritize workload to manage concurrent tasks and meet competing deadlines.
- Ability to influence stakeholders using effective communication and interpersonal skills.
- Eager to learn new or unfamiliar subject matter and apply it to real-life scenarios.
- Ability to navigate unstructured situations and resolve exceptions to ensure an optimal client experience.
- Willingness to proactively address conflicts and escalate issues with a risk and controls mindset.
Preferred qualifications, capabilities, and skills:
- Experience in client onboarding, account opening, underwriting documentation analysis, or a related field.
- Anti-Money Laundering or Know Your Client background is a plus.
- Bachelor's degree or equivalent experience preferred.
- Proficiency in MS Office applications.
- Strong verbal and written communication skills.
- Self-starter with high levels of commitment and motivation.
- Capability to work in large teams and possesses good interpersonal skills.
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 Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.