Client Onboarding Analyst - Wealth Management (Account Opening) at JPMC Candidate Experience page

Taguig, Metro Manila, Philippines -

Full Time

Start Date

Immediate

Expiry Date

05 Jul, 26

Salary

0.0

Posted On

06 Apr, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial services, Operations, Compliance, Account opening, Documentation analysis, Anti-money laundering, Know your customer, Communication, Prioritization, Multitasking, Conflict resolution, Risk controls, Analytical skills, Stakeholder management, Problem solving

Industry

Financial Services

Description

Shape the future of client onboarding in Private Banking. Join our team and make a direct impact by ensuring seamless account openings and compliance. Unlock your potential as you collaborate with talented professionals and develop expertise in regulatory requirements. Be at the heart of a dynamic environment where your skills drive client satisfaction and operational excellence. Make your mark with us and grow your career in a high-performing organization. As an Account Opening Analyst in the US Private Bank, you partner with clients and internal teams to facilitate the onboarding process by collecting and reviewing legal documentation. You serve as a subject matter expert on account opening policies and procedures, acting as the primary contact for issue resolution. You will work in a fast-paced, collaborative environment, focusing on delivering exceptional client experiences while maintaining rigorous compliance standards. Your role offers opportunities for professional growth and the chance to contribute to a high-performing team. Job Responsibilities: * Partner with clients and client-facing teams to collect required legal documents and information in accordance with regulatory and internal policies * Serve as a subject matter expert on legal documentation for onboarding clients to Private Banking platforms * Act as the primary contact for account opening issues * Provide expertise on account opening policies and procedures Required qualifications, capabilities and skills: * Minimum two years of experience in financial services, operations, or compliance * Strong written and verbal communication skills with a sense of urgency and ability to prioritize and multitask * Ability to quickly learn new or unfamiliar tasks under pressure and meet fixed deadlines * Strong client focus and ability to collaborate with internal teams and client coverage * Independent and self-motivated, with adaptability in a fast-paced environment * Clear and confident communicator with the ability to influence stakeholders * Skilled in conflict resolution and escalation when necessary * Strong analytical, prioritization, and organizational skills with a focus on risk controls * Ability to think laterally and understand broader business context * Proven ability to navigate complex organizational structures * Demonstrated experience as a key contributor in high-performing teams Preferred qualifications, capabilities and skills: * Management experience preferred * Experience in client onboarding or documentation analysis preferred * Prior experience in account opening, Anti-Money Laundering (AML), or Know Your Customer (KYC) is a plus 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 [https://careers.jpmorgan.com/us/en/how-we-hire/faqs] for more information about requesting an accommodation. 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.

Responsibilities

The analyst will facilitate the client onboarding process by collecting and reviewing legal documentation for Private Banking platforms. They will serve as a subject matter expert on account opening policies and act as the primary point of contact for issue resolution.