Client Onboarding Specialist - Contracting Document Verification Team
J.P. Morgan
Job responsibilities
- Perform due diligence and verification activities, such as verification calls to clients, and ensure KYC standards are met to prevent misrouting of funds and support anti-money laundering compliance during new enrollments and account updates.
- Complete standard risk underwriting, onboard new accounts, set up pricing, and process updates to existing accounts.
- Coordinate with internal team members to ensure all requirements are fulfilled accurately and errors are minimized.
- Deliver exceptional customer experience by appropriately managing multiple work queues and prioritizing tasks as needed.
- Communicate requirements, updates, and timelines clearly and professionally to internal stakeholders and external customers, fostering positive relationships.
- Investigate and resolve open issues using available resources (e.g., Support Tool, Salesforce, interdepartmental research, etc.).
- Develop expertise in departmental procedures, maintain compliance and business requirements, as well as any other duties assigned or applicable to the position.
- Proficiency with computer, typing, and Microsoft Office products; easily able to learn new software/programs.
- Effective and professional written and verbal communication skills.
- Strong attention to detail, organizational, and time management skills.
- Resourceful analytic thinker with sound judgement.
- Experience with Salesforce or familiarity with the healthcare and/or financial industry is a plus.
Schedule: Monday - Friday, 8:30am-5:00pm
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
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.
Join the team responsible for maintaining data integrity of client enrollments for JPMorgan Chase Healthcare Payments (InstaMed)