Onboarding Analyst
JPMorgan Chase · Posted Oct 20
Global banking, investment, credit card, mortgage, and asset management services
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About the role
The Client Onboarding team within Commercial Investment Banking coordinates end-to-end onboarding and account opening activities for clients, working alongside implementation consultants, international onboarding leads, and internal partners. The role sits in the legal documentation, risk rating, and control framework domain of commercial banking operations. This analyst position manages account opening documentation workflows, validates legal and product documents, and enforces adherence to policies and controls to support timely delivery and strong control outcomes.
What you will do
- 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
Skills used in this role
What the employer is looking for
- 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
- 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.
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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