Client Onboarding & Documentation Transformation Lead

Aumni

Buenos Aires

On-site

ARS 137,078,000 - 182,771,000

Full time

9 days ago

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Job summary

J.P. Morgan is seeking a Client Onboarding & Documentation Transformation Process Management Associate to plan and execute CO&D initiatives.

You will partner with Third-Party Oversight, Vendor Management, Legal, AI Governance and other stakeholders to advance onboarding, AI governance, and client-facing document governance with clear accountability and timely delivery. You will manage complex client-onboarding issues, coordinate priorities, maintain dashboards, identify risks, and drive

Qualifications

4+ years of experience managing and executing strategic initiatives.
Experience in client onboarding, KYC, or document-management operations within financial services or a related industry.
Advanced proficiency in PowerPoint, Excel, reporting tools, and project-tracking platforms such as Confluence and SharePoint.
Proven ability to manage competing priorities and deadlines in a fast-paced environment.
Strong written and verbal communication skills, including experience preparing executive-level materials.
Strong organizational skills, attention to detail, professionalism, and discretion when handling sensitive information.
Demonstrated ability to build relationships and collaborate across functions and leadership levels.
Bachelor’s degree or equivalent experience; willingness to travel up to 25%.

Responsibilities

Analyze and help resolve complex client-onboarding process issues while ensuring compliance with applicable standards and policies.
Coordinate team priorities, strategic initiatives, leadership routines, progress tracking, and follow-ups.
Maintain project plans, timelines, dashboards, reporting, and action logs to support key business priorities.
Monitor deliverables, identify risks and execution gaps, and drive recommended actions to improve outcomes and accountability.
Lead cross-functional initiatives across client-facing templates, AI governance, and vendor management.
Align scope, sequencing, dependencies, and milestones with Product, Process, Technology, Operations, Controls, and Policy partners.
Prepare executive-ready presentations, summaries, communications, and performance updates.
Deliver work with accuracy, quality, discretion, and operational discipline, and support conflict resolution to strengthen collaboration.