Metro Manila, National Capital Region, Philippines
8 hours ago
Client Onboarding Analyst (Implementations)

The APAC Implementation Team is responsible for onboarding all core cash management business for clients in our region. A critical part of this process relies on effective working relationships between Implementations, Sales, Product, and Client Service. In addition, we work closely with various internal functional partners to ensure seamless end-to-end service delivery. We manage the implementation process for a wide range of client sectors, using a tried-and-tested methodology to deliver a high-quality client experience while accelerating revenue generation for the bank.

 

As a Client Onboarding Analyst in the Implementations team, you will collaborate with clients to implement JPMorgan Payments products, enhancing their eCommerce and treasury capabilities. You will drive and coordinate all aspects of the client onboarding experience, ensuring a smooth transition from solution finalization to live production. In this role, you will manage multiple client implementations, prioritize deadlines, and lead communications with senior stakeholders, all while adhering to legal, risk, compliance, and control frameworks.

 

Job responsibilities:

Act as the single point of contact for clients during implementation, coordinating with business partners and team members to ensure timely delivery of products and servicesProvide assistance to internal partners to influence decisions and develop solutions while mitigating audit and risk concernsBuild solid working relationships with customers and internal partnersEnsure client account opening requests and activities meet business approval criteria, credit risk, and document control requirementsUpdate projects and ensure accurate tracking through management reports on a weekly and monthly basisMonitor cycle times for all product setups and seek to shorten each processDrive process improvements by collaborating with the team and functional partners to enhance the client onboarding processAttend meetings and training to support ongoing development and expand knowledge of cash management products, processes, and technologiesExercise defined levels of authority and decision-making that impact implementation deadlines and milestones

 

Required qualifications, capabilities, and skills:

Bachelor’s degree in Business or related fieldExperience in operations, implementations, or client serviceKnowledge of documentation review (standard and non-standard)Experience or knowledge in cash management and treasury servicesKeen attention to detailStrong verbal, written, and interpersonal communication skills in EnglishAbility to work effectively in a fast-paced and changing environment, including adjustments to work schedule and overtimeStrong organizational and decision-making skillsAptitude to learn documentation and risk requirementsAbility to work on multiple applications with minimal supervisionProficient in MS Office tools (Outlook, Excel, Word) and desktop/internet-based applications

 

Preferred qualifications, capabilities, and skills:

Knowledge or hands-on experience with enterprise applications such as SAP or Oracle in the finance/treasury domainProject management experience, would be beneficial
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