Client Onboarding Specialist Document Verification
@ JPMorganChase

Philadelphia, PA
$75,000
On Site
Full Time
Posted 1 day ago

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XXXXXXXXXX XXXXXXXXXXX XXXXXXX******* @jpmorganchase.com
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Job Details

Overview

Join JPMorganChase's InstaMed team as a Client Onboarding Specialist Document Verification. In this role, you will ensure data integrity of enrollments for the Healthcare Payments Services team and verify that payments are made to the correct provider during the onboarding process.

Key Responsibilities

  • Complete due diligence and adhere to KYC standards.
  • Underwrite and onboard new accounts including pricing setup.
  • Coordinate with internal teams to avoid errors.
  • Manage workloads and prioritize for optimal customer experience.
  • Communicate updates and timelines effectively, internally and externally.
  • Investigate issues using resources like Salesforce and support tools.
  • Maintain compliance with departmental procedures and business requirements.

Required Qualifications & Skills

  • Strong attention to detail, organizational, and time management skills.
  • Proficiency in Microsoft Office and computer applications.
  • Effective and professional communication abilities.
  • Resourceful analytic thinking and sound judgment.

Preferred Qualifications

  • Experience with Salesforce.
  • Knowledge of the healthcare or financial industry.

Schedule & Team Culture

This position is Monday - Friday, 8:30am-5:00pm. You will be part of a diverse team in one of the oldest financial institutions with a rich history and strong commitment to diversity and inclusion.

Key skills/competency

  • Attention to detail
  • Organizational skills
  • Time management
  • KYC
  • Data integrity
  • Customer communication
  • Onboarding
  • Salesforce
  • Compliance
  • Analytical thinking
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How to Get Hired at JPMorganChase

🎯 Tips for Getting Hired

  • Customize your resume: Highlight relevant data integrity experiences.
  • Research JPMorganChase: Understand their InstaMed team and culture.
  • Emphasize detail: Showcase your attention to detail in past roles.
  • Prepare examples: Prepare real-life situations on compliance challenges.

📝 Interview Preparation Advice

Technical Preparation

Review KYC compliance procedures.
Practice using Salesforce platforms.
Brush up on Microsoft Office skills.
Study data processing and verification.

Behavioral Questions

Describe a time you managed multiple tasks.
Explain how you resolve compliance issues.
Discuss a team conflict resolution experience.
Illustrate your methods for accurate document handling.

Frequently Asked Questions