Workplace Solutions - Onboarding Associate - CAP Table

Job Description
Exciting opportunity to join our established CAP table team within Workplace Solutions.
As an Onboarding Analyst within Workplace Solutions you will play a pivotal role supporting our onboarding CAP table team where you will be the first point of contact for new clients.
Job Responsibilities:
• Act as the first point of contact for our customers post sale, ensuring they have the best experience working with J.P.Morgan Workplace Solutions providing them with advice and support. Manage the onboarding of new accounts ensuring a smooth and enjoyable experience for our customers and their partners.
• Act as a client advocate, you will represent them internally and ensure the customer voice is always heard as well as work closely with the customer success team to ensure the smooth hand over of accounts and help to improve the overall customer journey and experience
• Act as a product specialist and become an SME in cap tables, company financing and employee compensation.
• Assist with driving continuous product improvements and features with product and tech teams as a primary User Acceptance Tester.
• Utilize your financial, analytical and problem solving skills to reconcile and understand complex datasets and documentation to efficiently and accurately set up accounts.
• Perform quality control checks post set up, ensuring data accuracy and integrity at all times, collaborate with the team to continuously improve Onboarding Stats and reduce time to value
• Carry out product demos and train our customers on how to use the product while working to Identify tools to automate processes and create efficiencies in the onboarding process.
Required Qualifications, Capabilities and Skills:
• Customer orientated
• Strong excel skills
• Proficient in Word and PowerPoint
• Be organised and efficient
• Enjoy multi-tasking
• Initiative, decisive, self-starter
Preferred Qualifications, Capabilities and Skills:
• 3rd Level qualification in a related area such as business. finance, economics etc. is preferred
• Finance background is advantageous - accounting, share plans, funds etc.
J.P. Morgan Wealth Management Solutions comprises a workforce of more than 2500 professionals spanning across 50 cities globally. Within WM Solutions, diversity is not only a fundamental necessity, but a business imperative and we are committed to building an equitable workforce that represents the communities we serve. We understand the importance of inclusion, work-life balance, and our robust benefits (including comprehensive parental leave offerings, inclusive family building programs, and discounted childcare) reflect the wide-ranging needs of our increasingly diverse workforce. WM Solutions also fosters a culture of active engagement in our Business Resource Groups (BRGs), which serve as supportive networks for employees to share, develop and create community together.