Asset Management - Client Onboarding Associate Institutional

JPMorganChase; Taguig; On-site; PHP 600,000 - 800,000; Full time

Job summary

JPMorganChase in Philippines is seeking an Client Onboarding Associate to lead new account onboarding for institutional clients. You will coordinate across teams, track milestones, and drive a controlled launch, acting as the primary client contact throughout onboarding and delivery.

You will identify risks early, maintain documentation, and support continuous improvement to strengthen the client experience, working with global onboarding partners to standardize processes.

Qualifications

• Knowledge of financial products and onboarding impact
• Understanding of trade lifecycle from inception to settlement
• Strong interpersonal skills across seniority levels
• Project management across multiple initiatives
• Organized with milestone follow-through
• Excel/Word/PowerPoint proficiency
• Clear written and verbal communication
• Problem-solving with root-cause analysis
• Experience using digital tools to support improvements

Responsibilities

• Project manage end-to-end onboarding for institutional clients
• Coordinate account lifecycle events and custody changes
• Act as primary client contact during onboarding and delivery
• Lead meetings to align scope, timelines and dependencies
• Maintain onboarding docs, checklists, and project plans
• Execute control checkpoints and approvals
• Apply SME knowledge in procedures and risk controls
• Collaborate with internal teams for operational readiness
• Communicate status and risks, escalate when needed
• Support global onboarding partners with best practices
• Identify and implement process improvements

Skills

Financial products knowledge

Trade lifecycle concepts

Project management

Communication skills

Microsoft Office

Python

Tableau

Alteryx

Risk awareness

Onboarding processes

Tools

Python

Tableau

Alteryx

Job description

Job Description

Shape a client onboarding experience that is timely, controlled, and transparent. You will lead complex onboarding and account lifecycle events while partnering across teams to deliver a strong client experience. This role combines project management, operational knowledge, and risk awareness. If you enjoy coordinating stakeholders and improving processes, this is an opportunity to make measurable impact.

Job summary

As a Client Onboarding Associate in the Client Onboarding Management Team, you will lead new account onboarding and complex lifecycle events for institutional and strategic clients. You will serve as a primary point of contact through delivery, coordinating stakeholders, tracking milestones, and driving a controlled launch. You will identify risks early, maintain accurate documentation, and support continuous improvement to strengthen the client experience.

Job responsibilities

• Project manage end-to-end new account onboarding for institutional and strategic client mandates
• Coordinate account lifecycle events, including mergers, liquidations, closures, in-kind transfers, and custody changes
• Act as a primary point of contact for clients throughout onboarding and delivery
• Lead internal and external meetings to align stakeholders on scope, timelines, dependencies, and next steps
• Maintain onboarding documentation, checklists, and project plans to support delivery transparency
• Execute control checkpoints and confirm required approvals prior to launch
• Apply subject matter knowledge to make day-to-day decisions within agreed procedures and risk controls
• Partner with internal teams to align operational readiness and support new business initiatives
• Communicate status, risks, and issues regularly, escalating where needed to protect delivery and controls
• Support global onboarding partners by sharing best practices and contributing to standardization efforts
• Identify, propose, and implement process enhancements that improve efficiency and the client experience

Required qualifications, capabilities and skills

• Knowledge of financial products (e.g., equity, fixed income, foreign exchange, derivatives, and funds) and how they impact onboarding and post-launch operations
• Understanding of trade lifecycle concepts from event inception through execution and operational settlement
• Strong interpersonal skills with the ability to build effective working relationships across varied seniority levels
• Project management capability with the ability to manage multiple initiatives concurrently from planning through delivery
• Strong organization and time management skills with consistent follow-through on commitments and milestones
• Proficiency in Microsoft Office (Excel, Word, and PowerPoint) and comfort using web-based tools
• Strong verbal and written communication skills, including the ability to explain status, decisions, and risks clearly
• Strong problem-solving skills and the ability to identify root causes and propose practical solutions
• Experience using digital tools (e.g., Python, Tableau, or Alteryx) to support process improvement and reporting

Preferred qualifications, capabilities and skills

• Experience in asset management, investment banking, or wealth management operations supporting client onboarding or related lifecycle activity
• Professional qualification such as Certified Public Accountant (CPA) or a postgraduate finance qualification, or a Master of Business Administration (MBA) with 6 years of experience in the financial services industry
• Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs.
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J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.