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Global Banking- Client and Onboarding Services-Team Member/ Analyst

JPMorgan

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What onboarding roles keep asking for: SaaS (19%), Stakeholder management (18%), Customer success (14%), Excel (12%) — counted across their open postings here.

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Questions you are likely to be asked

  1. Why do you want to join JPMorgan?
  2. What is your experience with Accounting? Tell me one thing you learned the hard way.
  3. Walk me through a dashboard or report you built. Who used it, and for what?
  4. Explain a join or a window function you have used, and why you needed it.
  5. How would you explain a surprising number to a manager who does not believe it?

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The Client and Onboarding Services (COS) group is responsible for driving and coordinating all aspects of the setup for custom card and cash management services including working with key internal partners to ensure a best in class experience for clients. As an Analyst in the Client and Onboarding Services (COS) group, you will be responsible for promoting and coordinating all aspects of the setup for custom card and cash management services. This role provides an opportunity to work closely with key internal partners to ensure a best in class experience for our clients. Job Responsibilities: Set clear expectations by establishing timelines and managing documentation. Ensure client satisfaction by taking ownership of the onboarding experience. Manage internal communication and provide status updates. Meet deal deliverables by addressing implementation issues and holding owners accountable. Apply creative problem-solving and sound decision-making. Adhere to policies and procedures, meeting or exceeding Service Level Agreements. Maintain risk awareness, escalating and resolving issues promptly, while collaborating with internal clients and partners Required Qualifications, Skills and Capabilities: Holds a college degree in accounting, business, finance, or has equivalent experience in financial institutions, with 1+ years of relevant experience Exhibit excellent communication skills, both written and verbal, and demonstrate a professional presence adaptable to changing needs. Highly organized, able to manage competing priorities, and proficient in Microsoft Office Suite, with strong logical, analytical skills, and attention to detail. Experienced in client-facing roles in institutional banking, with proven problem-solving abilities and a relentless aptitude for learning new industry knowledge and products.

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Listed on oraclehcm · posted 2026-09-25. ApplySarthi collects openings and links to application pages; the role is advertised by JPMorgan, not by us.