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JPMorgan Access Support - Client Training Analyst 
Philippines, Quezon City 
988672947

25.06.2024

As a Client Training Analyst in Corporate Investment Bank business, you will be handling a wide range of administrative tasks and work independently with little supervision. You will be a highly resourceful team-player, who is comfortable working in a fast-paced environment while remaining flexible, proactive, and efficient. You will have the ability to exercise sound judgment in a variety of situations, with strong written and verbal communication, administrative, and organizational skills, and the ability to maintain a realistic balance among multiple priorities. Some responsibilities may involve confidential information and working with a variety of key partners at various levels of the organization.

Job Responsibilities:

  • Effectively manage internal and external related activities such as scheduling client training sessions on Treasury products, meetings and communications with a high degree of professionalism, accuracy and confidentiality
  • Schedule client Treasury training sessions received through different channels such as phone, email, and Microsoft Teams.
  • Coordinates and participates in meetings, prepares and reviews presentations and other materials, and provides appropriate meeting follow-ups as required
  • Ensure staff is supported when onboarding or offboarding employees; requesting for equipment setup and system access
  • Communicate professionally with individuals at all levels of the organization verbally and through high quality, concise emails regarding project progress and recommendations/decisions
  • Build and maintain strong relationships with key partners such as other Administrative Support Analysts, Middle Office and Front Office partners while creating a collaborative environment
  • Required to update the systems of record (multiple systems) to ensure that the actions taken are clear for other areas that might access the records to further assist clients now or in the future.
  • Update/edit Outlook team calendars, Excel spreadsheets or PowerPoint presentations to key senior partners, as requested
  • Use internal systems to research client profiles to ensure accurate training sessions to schedule
  • Lead, coordinate and execute on internal ad hoc projects, as requested

Required Qualifications, Capabilities, Skills:

  • Excellent oral, written and presentation skills.
  • Excellent organizational and time management skills.
  • Ability to work with little supervision.
  • Strong team-orientation, interpersonal skills and proven ability to develop strong partner relationships with a strong customer focus
  • 3-5 years of corporate experience
  • Strong proficiency with Microsoft Office, PowerPoint, Excel, Outlook, Zoom and WebEx
  • Familiarity with banking products and services

Internal Application Eligibility Requirements

Must meet minimum employment tenure requirement. Specific roles require longer tenure in current position to be eligible to apply. Unless established for specific positions by the line of business, the standard tenure requirement is 12 months.


Meets satisfactory performance standards as defined by the firm
Not under Performance Coaching (formerly known as PIP)

By submitting an application and/or joining the interview, you affirm to meet the Internal Mobility Eligibility Requirements as stated in the

In partnership, Hiring Managers and Recruiters will review applications to determine which candidates best meet the required skills and experience specified in the job description. While not every application will result in an interview, applications will be acknowledged.