Client Onboarding

3 weeks ago


Bengaluru, India JPMorgan Chase Bank, N.A. Full time

Your role is located in India and supports the Client Onboarding Management Team in the management and execution of a wide range of strategic and tactical initiatives and control agenda across Asia Private Bank Onboarding teams.

This will be an Individual Contributor role.

**Responsibilities**:

- Work closely with key business stakeholders, including but not limited to business and operational teams, Legal, Compliance, Business Management, Oversight & Control, Audit, Business Initiative Leaders, Project teams and Technology on fulfilling responsibilities of the Client Onboarding team and implementing the business strategy
- Actively engaging in project requirement meetings; influencing design and functional requirements through analysis; providing thoughtful input to ensure business needs are met; identifying and documenting project gaps, impacts, and risks
- Developing process flows for strategic initiatives and assisting in the development of operating models
- Conduct GAP analysis; identify key areas of risk or concern and impact to the business
- Coordinate working groups, business forums and governance meetings
- Communicate issues effectively through project implementation
- Maintain effective communication with stakeholders and business partners with the purpose of informing interested parties on all key milestones, accomplishments, programs, activities, and overall successes

**Required Qualifications, Skills and Capabilities**:

- Bachelor's Degree - Accounting, Finance, or Business preferred
- Fluent in Excel, PowerPoint, Visual Basic and Willingness to learn new technical skills / explore new tools
- Min 10+ years of experience in financial services/banking industry, with a demonstrated track-record of delivery and/or relevant experience in risk and control management required. Familiarity with regulatory landscape across Asia. Investment banking domain is a must.
- 10+ years Client Onboarding and/or documentation analysis experience preferred. KYC / Client Onboarding, CDD / Account Opening - Account Maintenance. Experience in Automation tools
- Capable of managing both Business activities as well as strategic initiatives. Excellent Stakeholder management and Communication skills
- Continuous improvement and change management mindset, questioning conventional ways of managing the business and driving change to improve processes. Prior experience in Change Management / Transformation projects
- Must have experience in training wider groups, updating processes and procedures in SOP.

JPMorgan Chase & Co., 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.



  • Bengaluru, India NeoDove Technologies Pvt. Ltd. Full time

    **About the Role**: We are excited to announce an opportunity for a Client Onboarding Intern to join our team at NeoDove. As a Client Onboarding Intern, you will play a vital role in ensuring our clients have a smooth and successful onboarding experience with our SaaS CRM platform. This internship offers valuable hands-on experience in client relations and...


  • Bengaluru, India JPMorgan Chase Bank, N.A. Full time

    Description: As a specialist, you will work closely with our Implementation Consultants / International Onboarding Leads / Clients and will be responsible for coordinating all aspects related to client Onboarding related activities for Commercial Banking International Services and Onboarding Document Management Team. **Responsibilities**: - Reviewing and...


  • Bengaluru, India Australia and New Zealand Banking Group Limited (ANZ) Full time

    Client onboarding specialist Client onboarding specialist Req ID: Department: Insto Ops Onboarding Division: Institutional Location: Bengaluru Job Advertising InstructionsPlease note that although this position primarily involves serving as a Client Onboarding Specialist for Institutional Clients, internally, the role will be designated as "Ops Senior...

  • Quality Assurance

    1 month ago


    Bengaluru, India JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** Job Responsibilities** - Perform quality assurance review of data set up at Client Onboarding as a specialist - Work with members of the Client Onboarding team on inquiries in relation to the lifecycle of the Client Onboarding process - Contribute to continuous improvement and development of the quality program - Provide general...


  • Bengaluru, India JPMorgan Chase Bank, N.A. Full time

    Employer Description: JPMorgan Chase & Co., 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...


  • Varthur, Bengaluru, Karnataka, India JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** The group is seeking a Specialist who will work closely with our Implementation Consultants / International Onboarding Leads / Clients and be responsible for coordinating all aspects related to client Onboarding related activities. Primary responsibilities include **Responsibilities**: - People and resource management (e.g. people...


  • Varthur, Bengaluru, Karnataka, India JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** The CB DMO group is seeking a Specialist who will work closely with our Implementation Consultants / International Onboarding Leads / Clients and be responsible for coordinating all aspects related to client Onboarding related activities. Primary responsibilities include **Responsibilities**: - People and resource management (e.g....

  • Client Onboarding

    2 months ago


    Bengaluru, India JPMorgan Chase Bank, N.A. Full time

    Your role is located in India and supports the Client Onboarding Management Team in the management and execution of a wide range of strategic and tactical initiatives and control agenda across Asia Private Bank Onboarding teams. **Responsibilities**: - Work closely with key business stakeholders, including but not limited to business and operational teams,...


  • Varthur, Bengaluru, Karnataka, India JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** The Commercial Banking International Services and Onboarding Document Management Team (CBISO DMT) group is responsible supporting Implementations team through review, validation, approval & storing of account opening related documents. The CBISO DMT group is seeking a Specialist who will work closely with our Implementation Consultants /...


  • Varthur, Bengaluru, Karnataka, India JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** The Commercial Banking International Services and Onboarding Document Management Team (CBISO DMT) group is responsible supporting Implementations team through review, validation, approval & storing of account opening related documents. You will work closely with our Implementation Consultants / International Onboarding Leads / Clients...


  • Bengaluru, Karnataka, India timesjobs Full time

    Job Description:We are seeking a highly motivated and customer-oriented individual to join our team as a Software Onboarding Concierge. As a Software Onboarding Concierge, you will be responsible for ensuring a seamless onboarding experience for our clients, guiding them through the setup process, and addressing any questions or concerns they may...


  • Bengaluru, Karnataka, India NeoDove Technologies Pvt. Ltd. Full time

    **About the Role**: We are excited to announce an opportunity for a Client Onboarding to join our team at NeoDove. As a Client Onboarding, you will play a vital role in ensuring our clients have a smooth and successful onboarding experience with our SaaS CRM platform. **Key Responsibilities**: - Assist in the onboarding process for new clients, including...


  • Bengaluru, India Seppin Labs Full time

    Experience: 6 MONTHS TO 2 YEARS. Requirement: Immediately Should be able to handle client independently. **Job description** - We are looking for people who have done SAP SuccessFactors implementation in ONB 2.0 & added advantage if more than one module. - ONB 2.0 Certification is mandatory - Must have understanding on the system landscapes - Good in...

  • Global Banking

    1 month ago


    Bengaluru, India Goldman Sachs Full time

    Client Onboarding Engineering is the key group which is focused on various key activities involving onboarding of clients of Goldman Sachs faster and better. We are committed to deliver projects involving process workflow for KYC Due Diligence (AML), Regulatory & Product Due Diligence, entity case assessment, Client outreaches, Contact Management, Agreement...

  • Onboarding Executive

    4 weeks ago


    Bengaluru, India Adecco Group Full time

    **Onboarding Executive** *** **Location - Bangalore** Job description To handle front end on boarding/ Joining formalities of associates. Understanding of the statutory and client requirement. This will involve extensive co-ordination with associates and clients. Travelling to Clients place to meet associates to complete joining formalities. What...

  • Global Banking

    2 months ago


    Bengaluru, India Goldman Sachs Full time

    Client Onboarding Engineering is the key group which is focused on various key activities involving onboarding of clients of Goldman Sachs faster and better. We are committed to deliver projects involving process workflow for KYC Due Diligence (AML), Regulatory & Product Due Diligence, entity case assessment, Client outreaches, Contact Management, Agreement...

  • Publisher Onboarding

    1 month ago


    Bengaluru, India eRleGo Technologies Pvt Ltd Full time

    **1.** **Business Development Executive - Publisher Onboarding** Duties & Responsibilities: - Also, Idealization & implementation of new concepts for generating additional revenue and ensuring the set targets are being met. - Go Better, who is keen to learn and grow in the dynamic digital environment Identifying up-selling/cross-selling business...

  • Onboarding Executive

    4 weeks ago


    Bengaluru, India Adecco Group Full time

    **Job description** About the role To handle end to end onboarding process of associates, understanding client requirement and statutory compliance part. This will involve extensive co-ordination with associates, stakeholders, and clients. Travelling to client place to meet associates to complete their joining formalities(if required). What you’ll be...


  • Bengaluru, Karnataka, India HSBC Full time

    -Job description **Business: Asset Management** **Open positions: 1** **Role Title**:AVP - Account Onboarding*** **Global Career Band: 5** **Location: (Country/City): Bangalore**, India** **Recruiter Name : Amanpreet Kaur** **Why join us?** HSBC Asset management group has a strong heritage and has been in financial markets for 150+ years. The global...

  • Global Banking

    3 weeks ago


    Bengaluru, India Goldman Sachs Full time

    Client Onboarding Engineering is the key group which is focused on various key activities involving onboarding of clients of Goldman Sachs faster and better. We are committed to deliver projects involving process workflow for KYC Due Diligence (AML), Regulatory & Product Due Diligence, entity case assessment, Client outreaches, Contact Management, Agreement...