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Do you have a Bachelor’s degree or higher with experience managing operational processes and people? Do you also have experience with Salesforce and client onboarding/account maintenance processes? If so, this is the team for you! As a Client Onboarding Manager within the Insta Med team at JPMorgan Chase, you will be responsible for oversight of an onsite team in Philadelphia which helps preserve the data integrity of J.P. Morgan Healthcare Payments network and Insta Med product. You will coach, mentor, and train team members as well as manage daily operations and performance. You will also need to master the business’ standard operating procedures to effectively educate team members to complete non-standard enrollments or tasks as well as identify, assess, and resolve complex issues or escalations. Effective internal communication and teamwork is required as well as attention to detail, disciplined practices, and ability to absorb and maintain knowledge of internal processes and requirements. This role requires strong leadership, analytical, and problem-solving skills to ensure seamless client onboarding and contracting processes.
Job responsibilities- Develop and maintain deep expertise in departmental procedures and analyze information to make informed decisions that uphold compliance and business requirements.
- Oversee daily team operations, consistently achieving productivity targets and service level agreements and triaging when needed.
- Monitor and analyze team performance metrics, identifying opportunities for process improvement and implement strategies to enhance operational efficiency and customer satisfaction.
- Communicate proactively and effectively with internal and external stakeholders, maintaining positive relationships, ensuring timely notifications on updates or resolutions of issues, and escalating issues as appropriate.
- Ensure team adherence to due diligence, underwriting, and other business or firmwide standards and maintain or improve practices which minimize potential errors or mitigate risk.
- Lead departmental training for new hires and existing team members, ensuring ongoing education and development.
- Develop, update, and maintain documentation to accurately current internal policies, requirements, and processes.
- Conduct regular meetings with team members to deliver feedback, develop relationships, and cultivate individuals’ professional growth.
- Investigate and resolve open issues by leveraging available resources and collaborating with internal stakeholders while managing the team’s adherence to company policy and conduct managerial administrative activities as well as any other duties assigned or applicable to the position.
Required qualifications, capabilities, and skills- Bachelor’s degree or higher required.
- Proficiency with Windows and Microsoft Office, particularly Excel.
- Experience managing operational processes and people.
- Outstanding written and verbal communication skills.
- Strong attention to detail, sound judgement, and organizational skills.
- Self-starter, effective at prioritizing tasks, managing time and expectations, organizing people, and getting things done.
**Preferred qualifications, capabilities, and skills **- Experience with J.P. Morgan Healthcare Payments Insta Med product and processes.
- Experience with Salesforce.
- Experience with client onboarding or account maintenance processes; or healthcare and/or merchant services.
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About JPMorgan Chase

JPMorgan Chase
PublicJPMorgan Chase is a multinational investment bank and financial services company that provides banking, investment, and asset management services globally. It is one of the largest banks in the United States by assets and market capitalization.
300,000+
Employees
New York City
Headquarters
Reviews
4.2
10 reviews
Work Life Balance
4.2
Compensation
4.3
Culture
4.5
Career
4.4
Management
4.1
75%
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Pros
Good pay and benefits
Work-life balance
Career advancement opportunities
Cons
Heavy workload at times
Career advancement takes time
Pay could be better in some roles
Salary Ranges
47 data points
Junior/L3
Mid/L4
Senior/L5
Junior/L3 · Analyst
21 reports
$126,500
total / year
Base
$110,000
Stock
-
Bonus
-
$95,450
$155,250
Interview Experience
4 interviews
Difficulty
2.8
/ 5
Duration
14-28 weeks
Interview Process
1
Application Review
2
HireVue Video Interview
3
Technical/Behavioral Assessment
4
Final Interview Round
5
Offer Decision
Common Questions
Behavioral/STAR
Technical Knowledge
Past Experience
Culture Fit
Case Study
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