Onboarding & Documentation Transformation Specialist

JPMorganChase

Buenos Aires

On-site

ARS 136,428,000 - 189,483,000

Full time

9 hours ago
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Job summary

JPMorganChase is seeking a Client Onboarding & Documentation Transformation Process Management Associate to support planning and execution of CO&D initiatives. You will partner with legal, AI governance, and vendor management teams to advance onboarding, governance, and client-document templates with clear accountability and timely delivery.

Responsibilities include coordinating priorities, maintaining plans and dashboards, and delivering executive-level communications.

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

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

Skills

Project management
Onboarding/KYC experience
Executive-level communication
Cross-functional collaboration
Prioritization under pressure

Education

Bachelor's degree or equivalent

Tools

PowerPoint
Excel
Confluence
SharePoint
Jira
Tableau
Alteryx

Job description

JPMorganChase is seeking a Client Onboarding & Documentation Transformation Process Management Associate to support planning and execution of CO&D initiatives. You will partner with legal, AI governance, and vendor management teams to advance onboarding, governance, and client-document templates with clear accountability and timely delivery.

Responsibilities include coordinating priorities, maintaining plans and dashboards, and delivering executive-level communications.

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