Client Onboarding Analyst
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Job Location:
Monthly Salary:
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
Join a global team dedicated to delivering seamless account onboarding and data analysis for institutional clients and funds. Collaborate with diverse stakeholders and drive process improvements in a dynamic environment. Advance your career by contributing to operational excellence and client satisfaction.
As an Account Onboarding & Data Analyst in the Global Alternative Account Onboarding team you oversee account setup and maintenance for institutional clients and funds. You coordinate with internal and external stakeholders to ensure compliance and smooth operations. You analyze data identify trends and implement improvements to enhance the client and fund experience.
Job Responsibilities:
- Oversee account setup and ongoing maintenance for institutional clients and mutual funds.
- Serve as primary contact for internal stakeholders throughout the account lifecycle.
- Lead coordination efforts with internal teams and external clients for event execution.
- Maintain accurate documentation and ensure compliance with regulatory requirements.
- Identify and mitigate risks associated with account and fund events.
- Proactively address issues to prevent disruptions in operations.
- Continuously evaluate and improve account and fund management processes.
- Collaborate with global teams to develop and implement best practices.
- Prepare regular reports on account activities and performance metrics.
- Analyze data to identify trends and opportunities for improvement.
- Communicate updates and address concerns with stakeholders effectively.
Required Qualifications Capabilities and Skills:
- Demonstrate a bachelors degree in commerce finance or a related field.
- Exhibit proven experience in account management fund management or client services.
- Apply strong understanding of financial products services and fund operations.
- Communicate effectively with excellent verbal and written skills.
- Manage multiple tasks and prioritize responsibilities efficiently.
- Solve problems with attention to detail and ownership of issues.
- Utilize Microsoft Office Suite for data analysis and reporting.
Preferred Qualifications Capabilities and Skills:
- Leverage experience in asset management investment banking or wealth management.
- Identify process improvements and implement changes using digital tools such as Python Tableau or Alteryx.
- Build strong relationships with stakeholders at all levels.
- Adapt to fast-paced environments and tight deadlines.
- Collaborate with global teams for best practice sharing.
- Analyze data for actionable insights and performance enhancement.
- Demonstrate ability to work independently and within a team environment.
Required Experience:
IC
Key Skills
- Customer Service
- Client Expectations
- Client Requirements
- Client Support
- Action Plans
- Issue Resolution
- Account Management
- Client Relationships
- Service Delivery
- Client Service
- Client Satisfaction
- Client Management
- Procedures
- Service Level Agreements
- New Clients
About Company
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 ov ... View more
