JPMorgan Client Onboarding – Incremental Implementation Analyst 

Philippines, Quezon City 

38022868

If you are looking for a challenging and rewarding career path, where you will be focusing on implementing new or upgraded products to existing clients, you have found the right team.

Job Summary:

As an Implementation Analyst who will focus on implementing new or upgraded products to existing clients. This role focuses on our low to mid complexity client segments. This is an excellent entry point into the Client Onboarding Organization. The Commercial Banking Client On-boarding (CBCO) Implementations group is responsible for driving and coordinating all aspects of the setup of treasury accounts, products and services for new and existing Commercial Bank clients.

Job Responsibilities:

• Client facing, single-point-of-contact responsible for the end-to-end client experience and satisfaction during the multi-entity account and product implementation process
• Partner with Client Service & Treasury to understand, research, submit and implement client treasury account and product setups
• Perform required research and due diligence for a product set-up and account opening to assess documentation requirements on internal systems, as applicable
• Responsible for preparation and collection of account documentation required for the conformity to the Bank’s legal guidelines, KYC procedures, policies and standards, including risk mitigation through adherence to the control framework
• Collaboration with the client and coverage team to develop and execute an implementation plan, establishing clear expectations and providing transparency of timelines using project management principles and practices
• Manage and coordinate client and internal partner communication and status updates
• Utilize creative problem solving and solid decision-making abilities
• Adherence to policy and procedures, and domestic regulatory requirements
• Manage onboarding activities via phone, telepresence, and email
• Own and drive identification, transparency, escalation, and resolution of risks and issues to closure
• Liaise with local Compliance, Legal, and Product where required

Required qualifications, capabilities, and skills:

• At least 1 year or more relevant business experience, including client facing roles
• Accomplished client relationship manager in a consultative environment
• Proven capability of applying project management methodology to develop an implementation plan and execute deliverables for complex, strategic change program
• Ability to soundly execute quantitative and qualitative analysis, draw conclusions and present information in a concise and effective manner
• Strong organizational skills both personally and across the working team to meet deadlines in a fast-paced environment, time management, and attention to detail
• Strong interactive personal and communication skills and ability to influence others for positive results
• Executive presence: able to manage stakeholder expectations at various levels and communicate effectively and clearly (written & verbal form)
• Skilled at anticipating issues, engaging the appropriate stakeholders and driving resolutions/solutions
• Ability to take ownership, manage through complex situations and mobilize internal resources
• Adaptable to a changing, dynamic client-facing work environment while driving results
• Proficiency in Microsoft Office Suite

Preferred qualifications, capabilities and skills:

• Cash Management and Treasury Services product experience and knowledge
• BS/BA degree

Joining our diverse and innovative global organization will provide you with endless opportunities for career and personal growth.

• Become a part of our many Business Resource Groups, employees who come together on topics such as ethnicity, gender, age, accessibility, special interests and more
• Help the community through expansive volunteer opportunities