Client Technical Onboarding Analyst

Unlock your potential by partnering with clients and internal teams to deliver high-impact treasury product implementations, build deep technical skills, and expand career mobility.

As a/an Technical Implementation Analyst in Client Onboarding and Services, you coordinate end-to-end product implementation setups while managing a high volume of concurrent requests. You partner with clients and internal technology teams to execute requirements discovery, testing, and production migration. You apply working knowledge of mainframe environments, file validation, and structured testing to deliver reliable outcomes and strong client experiences.

Job Responsibilities

• Exhibit ownership to deliver strong client satisfaction throughout implementation.
• Establish timelines and maintain clear documentation to manage expectations.
• Communicate status updates consistently to clients and stakeholders.
• Apply creative problem solving and sound judgment to navigate issues and trade-offs.
• Adhere to policies and procedures while meeting service level agreements.
• Escalate and resolve issues in a timely manner.
• Record observations and escalate where necessary.
• Identify gaps and exceptions and recommend possible solutions.
• Manage multiple requests by collaborating across multiple teams.
• Work independently with minimal supervision.
• Support product setup and testing with clients and internal teams based on documented requirements.

Required qualifications, skills, and capabilities

• Strong verbal and written communication skills.
• Strong logical and analytical skills with attention to detail.
• Ability to manage multiple concurrent work requests with effective time and work management.
• Experience with mainframe testing, file transmissions, and file testing for formats such as ISO, X12, and BAI2.
• Understanding of ISO 20022 or electronic data interchange message formats, including extensible markup language.
• Understanding of system testing, regression testing, and user acceptance testing.
• Bachelor’s degree in engineering and 3+ years of experience in banking, financial services, or treasury product implementation with a technical background.

Preferred qualifications, skills, and capabilities

• Knowledge of workflow automation tooling such as UiPath or similar robotic process automation tools.
• Understanding of treasury products in the United States and Canada.

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.

J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors. Global Investment Banking supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise.