Asset Management Client Onboarding Lead

JPMorgan Chase & Co.; Metro Manila; On-site; PHP 600,000 - 1,000,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Client Onboarding Associate to lead new account onboarding for institutional and strategic clients, coordinating across teams to ensure timely, controlled launches.

You will serve as the primary contact through delivery, aligning internal resources and client expectations to drive smooth transitions. This role emphasizes collaboration, risk management, data accuracy, and process optimization in a fast-paced financial services environment.

Qualifications

• Experience onboarding institutional clients.
• Strong risk awareness and documentation discipline.
• Excellent cross-team communication and project management.

Responsibilities

• Project manage end-to-end onboarding for institutional and strategic client mandates.
• Coordinate account lifecycle events including mergers, liquidations, closures, in-kind transfers, and custody changes.
• Act as primary contact for clients throughout onboarding and delivery.
• Lead internal and external meetings to align 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 day-to-day decisions within 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 client experience.

Skills

Project management

Stakeholder management

Risk assessment

Financial products knowledge

Microsoft Office

Data tools proficiency

Python

Tableau

Alteryx

Tools

Python

Tableau

Alteryx

Job description

JPMorgan Chase & Co. is seeking a Client Onboarding Associate to lead new account onboarding for institutional and strategic clients, coordinating across teams to ensure timely, controlled launches.

You will serve as the primary contact through delivery, aligning internal resources and client expectations to drive smooth transitions. This role emphasizes collaboration, risk management, data accuracy, and process optimization in a fast-paced financial services environment.