Client Technical Onboarding Analyst
JPMorgan Chase · Posted Oct 31
Global banking, investment, credit card, mortgage, and asset management services
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About the role
Client Onboarding and Services supports treasury product implementations for clients, coordinating requirements discovery, testing, and production migration with internal technology teams. The role is technical, involving mainframe environments, file validation, and structured testing across formats such as ISO 20022, X12, and BAI2. This analyst manages end-to-end implementation setups and a high volume of concurrent client requests while communicating status and resolving issues.
What you will do
- Exhibit ownership to deliver strong client satisfaction throughout implementation.
- Establish timelines and maintain clear documentation to manage expectations.
- Communicate status updates consistently to clients and stakeholders.
- Apply creative problem solving and sound judgment to navigate issues and trade-offs.
- Adhere to policies and procedures while meeting service level agreements.
- Escalate and resolve issues in a timely manner.
- Record observations and escalate where necessary.
- Identify gaps and exceptions and recommend possible solutions.
- Manage multiple requests by collaborating across multiple teams.
- Work independently with minimal supervision.
- Support product setup and testing with clients and internal teams based on documented requirements.
Skills used in this role
What the employer is looking for
- Strong verbal and written communication skills.
- Strong logical and analytical skills with attention to detail.
- Ability to manage multiple concurrent work requests with effective time and work management.
- Experience with mainframe testing, file transmissions, and file testing for formats such as ISO, X12, and BAI2.
- Understanding of ISO 20022 or electronic data interchange message formats, including extensible markup language.
- Understanding of system testing, regression testing, and user acceptance testing.
- Bachelor’s degree in engineering and 3+ years of experience in banking, financial services, or treasury product implementation with a technical background.
Preferred qualifications
- Knowledge of workflow automation tooling such as UiPath or similar robotic process automation tools.
- Understanding of treasury products in the United States and Canada.
Benefits and support
- Compensation and benefits are detailed in the job posting
About JPMorgan Chase
JPMorgan Chase & Co. is one of the oldest, largest, and most diversified financial services institutions in the world. Operating globally through the J.P. Morgan and Chase brands, the firm provides a comprehensive range of financial solutions including investment banking, consumer and commercial banking, transaction processing, and asset management. Serving millions of consumers and many of the world's most prominent corporate, institutional, and government clients, the company combines deep market expertise with extensive technological investments.
- Industry
- Banking
- Company size
- 320000+ employees
- Founded
- 1799
- Location
- New York, New York, USA
- Funding stage
- Public Company
Leadership
Chairman and Chief Executive Officer
Chief Financial Officer
Chief Operating Officer
Global Chief Information Officer
CEO, Asset & Wealth Management
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