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JPMorganChase

Onboarding Analyst

Posted 5 Days Ago
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Hybrid
Mexico City, Cuauhtémoc, Mexico City
Entry level
Hybrid
Mexico City, Cuauhtémoc, Mexico City
Entry level
The Onboarding Analyst will facilitate client integration into the Commercial Bank's products and services, preparing various project documentation and collaborating with specialists to enhance onboarding processes. This role requires strong organizational and communication skills, alongside problem-solving abilities to improve efficiency.
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Job Description
We are seeking a motivated Implementation Solutions Analyst (ISA) for our Commercial Bank (CB) organization. This entry-level role involves a variety of tasks that directly impact the client onboarding experience, setting the tone for our clients' business expansion. The ISA will collaborate with Onboarding Specialists and operations teams to facilitate client integration into CB products and services. This is an excellent opportunity for a creative problem solver passionate about delivering exceptional client experiences.
As an Onboarding Analyst within the Commercial Bank organization, you will play a pivotal role in improving the client onboarding process. Collaborating closely with Onboarding Specialists and various operations teams, you will assist in integrating the client's business with the Commercial Bank's products and services. This position provides an opportunity to develop essential project management skills, explore innovative ideas for process enhancements, and gain insights into the global treasury and cash management sector.
Job Responsibilities:

  • Prepare client engagement materials (e.g. project plans, meeting minutes, agendas) and create a shared master tracker for VP global mandates
  • Update the implementation target dates and comments based on one-on-one meetings with VP International Onboarding Specialists
  • Collaborate with the international coverage teams on behalf of the VP being supported to establish clear implementation details
  • Begin learning and assisting VP's with implementing core treasury products
  • Explore creative/innovative ways to further enhance the VP project support process to optimize efficiencies
  • Utilize creative problem solving and solid decision-making abilities to deliver business driven results


Required Qualifications, Capabilities, and Skills:

  • BA/BS Degree
  • Strong organizational skills both personally and across the working team to meet deadlines in a fast-paced environment (time management and attention to detail)
  • Adaptable to a changing, dynamic work environment
  • Excellent written & verbal communication ability


About Us
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
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.
About the Team
J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.
Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients-including corporations, municipalities, institutions, real estate investors and owners, and not-for-profit organizations.

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