Make your mark improving client onboarding by partnering across teams, growing your expertise, and helping deliver well-controlled account openings.
As a Client Onboarding Analyst within Commercial Investment Banking, you coordinate end-to-end onboarding activities with implementation consultants, international onboarding leads, clients, and internal partners. You manage account opening documentation workflows to support timely delivery and strong control outcomes. You help ensure documentation aligns to legal guidelines, policies, standards, and the risk control framework.
Job Responsibilities:
- Interpret client onboarding requests and clarify requirements with key stakeholders
- Coordinate onboarding activities with implementation consultants, international onboarding leads, clients, and internal business partners
- Administer the account opening and client documentation workflow, including creation, review, and signature validation
- Verify that the risk rating selected aligns with the approved risk matrix
- Research product setup and account opening requirements, including documentation needs, using frequent phone-based outreach
- Validate core legal documents, product forms, and service terms against documented policies and procedures
- Index scanned documentation to the centralized repository following required standards
- Confirm authorized signatory details, negotiated documents, and signature verification results
- Enforce adherence to legal guidelines, policies, standards, and the control framework to mitigate risk
- Escalate implementation issues, manage error resolution, and hold owners accountable to meet deliverables
- Authenticate mandates into the relevant platform in line with established controls
Required qualifications, skills, and capabilities:
- Hold a bachelor’s degree (or equivalent professional qualification)
- Demonstrate 2+ years of relevant experience or knowledge of legal documentation, account products, entity organizational documents, tax documentation, and related documentation types
- Analyze information from multiple sources and determine relevancy
- Apply a strong client focus while partnering effectively with internal groups and client coverage teams
- Communicate clearly and professionally when working through documentation and onboarding items via phone and email
Preferred qualifications, skills, and capabilities:
- Demonstrate knowledge of Treasury Services and Commercial Banking products and operations
- Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes.
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.
Global Investment Banking supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise.
