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JPMorgan Chase WMCO LATAM Client Onboarding Analyst in Plano, Texas

Organization Description

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

J.P. Morgan Private Bank has more than 160 years of experience helping Latin America's wealthiest individuals, families, foundations and endowments grow, manage and sustain their wealth. We serve clients from more than 20 countries in Latin America and the Caribbean.

Posting Description

The Latin America Account Opening Group (AOG) is part of Wealth Management Client Operations organization. The team works closely with Private Banker's team onboarding new client relationships, setting the standard for ongoing execution excellence. The Account Opening Specialist works is partnership with Relationship Officers handling account opening processing for new private banking clients. The Account Opening Specialist handles comprehensive account opening activities for Latin America Private Banking teams which includes, but it's not limited to, reviewing new account workflows, account opening forms and supporting documentation, processing and following-up on completion of post-account opening activities, and other ad-hoc requirements in connection to new client onboarding.

Key Accountabilities:

  • Act as partner to Relationship Officer's team to assist with processing of appropriate forms and documentation required to onboard new client; effectively collaborating with client-facing teams to provide strategic guidance as needed around client documentation and Know Your Customer requirements

  • Owns end-to-end account opening process to ensure a successful client onboarding

  • Validate client documentation for consistency and completeness; maintaining high degree of accuracy and attention to details while meeting team productivity goals

  • Leverage in-house technology to record and update client information

  • Keep current with system, tools and other automation releases; participating in User Acceptance Testing (UAT) and acting as account opening Subject Matter Expert (SME)

  • Participate in project meetings and working groups, and develop relationships with various teams across Wealth Management Operations organization

  • Identify opportunities to improve processes and tools, engaging with Change and Transformation

  • Adhere to corporate and regulatory control standards. Monitor reports, flag issues, and follow-up to timely resolution


  • Bachelor's degree required

  • Bilingual Spanish or Portuguese is required

  • Experience in financial services is preferred, focus on Private Banking is a plus.

  • Strong interpersonal and communication skills

  • Adaptable, reliable and productive on hybrid work environment setup (in-the-office and home-office)

  • Must be highly disciplined, a self-starter, and have the ability to execute on assignments independently with sense of urgency and consistent follow-up habits

  • Proven track record of collaborating with teams to resolve issues and improve efficiency

  • Ability to perform effectively in a fast-paced environment with rapidly changing business priorities

  • Team player and demonstrated work ethic

  • Excellent organizational and time management skills

  • Ability to communicate with all levels within the Line of Business

  • Intermediate to Advanced Microsoft Office skills: Excel, Word, PowerPoint, and OneNote.

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.

The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. These requirements may include sharing information in the firm's vaccine record tool, vaccination or regular testing, mask wearing, social distancing and daily health checks. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests.

Equal Opportunity Employer/Disability/Veterans