Demo

Client Onboarding Analyst

JPMorgan Chase
Charlotte, NC Full Time
POSTED ON 6/19/2026
AVAILABLE BEFORE 8/18/2026

Step into the role of a Product Implementation Specialist at JPMorganChase and be at the forefront of delivering top-tier treasury and banking solutions to our valued clients. Utilize your project management skills to lead complex implementations, ensuring a seamless and satisfying client experience. This position offers a unique entry point into the Client Onboarding organization, providing ample opportunities for personal and professional growth within a diverse and innovative global team. 



As a Client Onboarding Analyst within Global Corporate Bank, you will be integral to the client onboarding process, ensuring smooth transitions to the Chase banking platform. Your responsibilities include executing strategic initiatives and projects while adhering to established procedures. You will perform a mix of routine and semi-routine tasks, focusing on accuracy and adequacy, and use your influence, critical thinking, and active listening skills to resolve queries and escalate unusual situations. Leveraging data and technology to drive insights and inform decisions will be part of your role. This position offers an opportunity to develop emotional intelligence and enhance your ability to manage emotions professionally. 

Job responsibilities 

  • Apply developing critical thinking skills to resolve routine queries and escalate any unusual situations in the onboarding process. 
  • Utilize beginning proficiency in data and tech literacy to analyze and interpret data, providing continuous insights to inform decisions. 
  • Contribute to the team's efforts by using influence and persuasion skills to establish credibility and trust during the client onboarding process. 
  • Enhance emotional intelligence by recognizing, understanding, and managing emotions in professional interactions with clients and team members.
  • Develop onboarding project management skills under the guidance of experienced VP-CO’s (Vice President, Client Onboarding)
  • Innovate and explore enhancements in service delivery.
  • Handle your own queue of projects, ensure adherence to project methodology and protocols to minimize risk.
  • Enhance project support processes and optimize efficiencies.
  • Explore creative and innovative ways to enhance project support processes and optimize efficiencies.
  • Utilize creative problem-solving and solid decision-making abilities to deliver business-driven results.

 

Required qualifications, capabilities and skills 

  • Demonstrated ability to apply critical thinking skills to resolve routine queries and escalate unusual situations.  
  • Proven experience in using influence and persuasion to establish credibility and trust in a professional setting.  
  • Beginning proficiency in data and tech literacy, with a willingness to understand new/emerging technologies that impact business.  
  • Developing emotional intelligence skills, with a focus on recognizing, understanding, and managing emotions in professional interactions.  
  • Strong personal and team organizational skills to meet deadlines in a fast-paced environment, with emphasis on time management and attention to detail
  • Proactive and intrinsically motivated. Flexible in a dynamic work environment
  • Excellent written and verbal communication, adaptable to different audiences
  • Skills in digital innovation, adoption, and literacy (API, Transmission, Coding, etc)

 

Preferred qualifications, capabilities and skills  

  • Utilize presentation skills to clearly communicate onboarding procedures and updates to clients and stakeholders. 
  • Oversee project management activities to ensure timely and successful client onboarding. 

 

Please note this role is not eligible for employer immigration sponsorship 

 

 

Salary.com Estimation for Client Onboarding Analyst in Charlotte, NC
$59,945 to $74,810
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