The Client Operations Analyst enhances client onboarding, addresses inquiries, and ensures operational efficiency while implementing anti-fraud measures.
Job Description
Enables thought leadership and a team who are risk aware, empowered, and feel accountable to drive best in class service.
Job Summary
As a Client Operations Analyst within our team, you will play a pivotal role in enhancing our client onboarding experience and providing comprehensive support across various products and platforms. Your work will involve addressing client inquiries, processing transactions, and troubleshooting issues, all while identifying opportunities to refer services based on client needs. You'll leverage your knowledge of strategic planning and anti-fraud awareness to ensure smooth operations and safeguard our clients' interests. Your ability to manage change, resolve conflicts, and drive continuous improvement will be key in optimizing our service center operations. With your active listening and questioning skills, you'll effectively engage with internal stakeholders and contribute to achieving our short-term operational goals. Your work will have a significant impact on our team's performance and the overall client experience.
Job responsibilities
Required qualifications, capabilities, and skills
Preferred qualifications, capabilities, and skills
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 Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
Enables thought leadership and a team who are risk aware, empowered, and feel accountable to drive best in class service.
Job Summary
As a Client Operations Analyst within our team, you will play a pivotal role in enhancing our client onboarding experience and providing comprehensive support across various products and platforms. Your work will involve addressing client inquiries, processing transactions, and troubleshooting issues, all while identifying opportunities to refer services based on client needs. You'll leverage your knowledge of strategic planning and anti-fraud awareness to ensure smooth operations and safeguard our clients' interests. Your ability to manage change, resolve conflicts, and drive continuous improvement will be key in optimizing our service center operations. With your active listening and questioning skills, you'll effectively engage with internal stakeholders and contribute to achieving our short-term operational goals. Your work will have a significant impact on our team's performance and the overall client experience.
Job responsibilities
- Assist in the end-to-end client onboarding process, ensuring a seamless experience across various products and platforms.
- Contribute to the detection and prevention of fraudulent transactions, utilizing anti-fraud awareness strategies to protect both the client and the institution.
- Support the implementation of automation initiatives, applying knowledge of systems architecture to enhance service center operations.
- Participate in the change management process, aiding in strategic communications and stakeholder impact mitigation.
- Utilize active listening and questioning skills to effectively address client inquiries and troubleshoot issues.
Required qualifications, capabilities, and skills
- Baseline knowledge or equivalent expertise in client service operations
- Demonstrated ability to apply strategic planning principles in a business context, with a focus on resource allocation and long-term goal setting.
- Familiarity with anti-fraud strategies and their implementation in a banking or financial service environment.
- Experience with basic systems architecture and automation technologies, with an emphasis on their application in operational optimization.
- Proficiency in active listening and questioning techniques, with the ability to use these skills to effectively address client inquiries and troubleshoot issues.
Preferred qualifications, capabilities, and skills
- Experience in managing client relationships and resolving operational challenges.
- Strong analytical skills to assess and improve operational processes.
- Excellent communication skills to effectively interact with clients and team members.
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 Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
Top Skills
Anti-Fraud Strategies
Automation Technologies
Systems Architecture
Similar Jobs at JPMorganChase
Financial Services
The Client Data Analyst oversees team management, data accuracy processes, and supports client onboarding requirements, focusing on KYC compliance.
Top Skills:
MS Office
Financial Services
The Client Data Analyst manages data collection processes, ensuring KYC accuracy, coaching teams, addressing service issues, and supporting client onboarding.
Top Skills:
MS Office
Financial Services
The Client Data Analyst manages data collection processes, ensuring KYC record accuracy while leading a team to improve client onboarding effectiveness.
Top Skills:
Mainframe SystemsMS OfficePc Based Systems
What you need to know about the Boston Tech Scene
Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.
Key Facts About Boston Tech
- Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
- Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
- Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
- Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories