Onboarding Analyst

JOB DESCRIPTION

Make your mark improving client onboarding by partnering across teams, growing your expertise, and helping deliver well-controlled account openings.

As a Client Onboarding Analyst within Commercial Investment Banking, you coordinate end-to-end onboarding activities with implementation consultants, international onboarding leads, clients, and internal partners. You manage account opening documentation workflows to support timely delivery and strong control outcomes. You help ensure documentation aligns to legal guidelines, policies, standards, and the risk control framework.

Job Responsibilities

Interpret client onboarding requests and clarify requirements with key stakeholders

Coordinate onboarding activities with implementation consultants, international onboarding leads, clients, and internal business partners

Administer the account opening and client documentation workflow, including creation, review, and signature validation

Verify that the risk rating selected aligns with the approved risk matrix

Research product setup and account opening requirements, including documentation needs, using frequent phone-based outreach

Validate core legal documents, product forms, and service terms against documented policies and procedures

Index scanned documentation to the centralized repository following required standards

Confirm authorized signatory details, negotiated documents, and signature verification results

Enforce adherence to legal guidelines, policies, standards, and the control framework to mitigate risk

Escalate implementation issues, manage error resolution, and hold owners accountable to meet deliverables

Authenticate mandates into the relevant platform in line with established controls

Required qualifications, skills, and capabilities

Hold a bachelor's degree (or equivalent professional qualification)

Demonstrate 2+ years of relevant experience or knowledge of legal documentation, account products, entity organizational documents, tax documentation, and related documentation types

Analyze information from multiple sources and determine relevancy

Apply a strong client focus while partnering effectively with internal groups and client coverage teams

Communicate clearly and professionally when working through documentation and onboarding items via phone and email

Preferred qualifications, skills, and capabilities

Demonstrate knowledge of Treasury Services and Commercial Banking products and operations

Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes.

ABOUT US

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 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.

Global Investment Banking supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise.