JPMorgan Onboarding Analyst 

Philippines 

813836164

The CBISO DMT group is seeking a Specialist who will work closely with our Implementation Consultants / International Onboarding Leads / Clients and be responsible for coordinating all aspects related to client Onboarding related activities.

Job responsibilities:

• Reviewing and understanding the Client request
  • Review & Verification of the Risk Rating selected by the Implementation Consultant is as per the approved Risk Matrix.
  • Review & Validation of appropriate core legal documents/product forms/service terms as listed in the P&Ps and/or Scanning & Indexing the documents to the centralized repository.
  • Review & Validation of Authorized Signor details, Negotiated Documents & perform Signature Verification
• Manage clear expectations and understanding by establishing clear timelines and managing documentation requirements
• Exhibit ownership of on-boarding experience and client satisfaction
• Ownership of internal communication and status updates
• Ensure deal deliverables are met and hold owners accountable by managing implementation issues, escalations and error resolution
• Demonstrate creative problem solving and solid judgment/decision making
• Exhibit adherence to policy and procedures and meet or exceed established Service Level Agreements
• Diligent awareness of risks in our processes in a timely manner
• Ownership, escalation and resolution of risk issues when they occur in a timely manner
• Manage activities through heavy phone work with clients and business partners
• Recording your observations & escalate wherever necessary
• Identifying items which needs Remediation & Amendments.
• Identifying gaps/exceptions and recommending possible solutions.
• Reporting/MIS
• Project Management.

Required qualifications, skills, and capabilities:

• Graduates with minimum of 5 years of relevant experience or knowledge of legal documentation and account products, entity organizational documents, tax documentation and other documentation types
• Ability to review and analyze information from multiple sources and determine relevancy
• Exceptional verbal and written communications skills. Communication is Paramount.
• Excellent comprehension and observation skills
• Knowledge of TS & CB Products and Operations will be an added advantage.
• Logical & analytical skills
• Aptitude to work with numbers and deadlines.
• Proactive approach
• Ability to grasp/learn new products/audits which are currently not in scope.
• Good PC skills including Microsoft office products (Excel, Word, Power point)
• Proven ability to independently identify issues, analyze problems and provide viable account and documentation solutions
• Demonstrate creative problem solving and solid judgment/decision making
• Strong client focus and ability to partner with various internal groups and client coverage
• Independent, self-motivated with an ability to adapt and be flexible in a team environment