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Client Onboarding Metrics Analyst

Job Description

 

Client Onboarding Metrics Analyst

 

Client On-Boarding (COB) is a global team with locations in New York, London and Hong Kong. The team functions in close partnership with Sales, Operations, Credit, Legal and Compliance to ensure efficient and timely onboarding to the JP Morgan infrastructure.  COB plays a critical role in introducing new clients to our organization as well as ensuring full due diligence is done with respect to new and existing relationships.   The role is to assist the team in producing metrics for all levels of management as well as the business.  This will provide them with the team’s productivity, volumes and understanding of where items are in the pipeline.

 

Responsibilities

  • Work with management and MIS teams to document and develop regularly scheduled and adhoc reporting
  • Assist in decommission of historical tracking systems
  • Coordinate across teams to ensure all requirements are being recorded in the necessary tracking systems so reporting is accurate
  • Serve as a single point of contact for all COB metrics inquires and requests
  • Proactively assess areas for processes improvements and help drive changes
  • B.A. Degree or equivalent 
  • Advanced knowledge of Excel, Sharepoint and Powerpoint
  • Expert knowledge in vLookups and Pivot Tables
  • Macro experience is a plus
  • Attention to detail is a must
  • Excellent analytical, problem solving, and time management skills
  • Ability to successfully influence many different groups and individuals to deliver high quality and timely results.
  • Ability to directly address conflicts and escalate issues where appropriate. 
  • Strong communication skills are a must. 
  • Adaptable, flexible and willing to work in a dynamic environment.
  • Comfortable working with a team and individually to deliver results.
  • Experience in financial services
  • Must possess a strong control mindset with the ability to identify and fix gaps.
  • Individual must be results driven, pay attention to detail and be willing to break down barriers and obstacles.
Req #: 160032634
Location: Tampa, FL US
Job Category: Operations
Employment Type: Full Time
Potential Referral Amount: 1000 US Dollar (USD)

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