Global Client Onboarding Specialist

J.P. Morgan; Manila; Vor Ort; PHP 600.000 - 900.000; Vollzeit

Zusammenfassung

JP Morgan Chase is seeking a Client Onboarding Operations Associate to coordinate end-to-end onboarding and account lifecycle delivery for investment products. You will align stakeholders, manage timelines, and maintain disciplined documentation and governance to enable smooth launches and reliable operation.

The role emphasizes cross-functional collaboration, risk identification, and proactive delivery across regions.

Qualifikationen

• Bachelor’s degree is required.
• Experience in client onboarding or client-facing operations in financial services or hedge funds.
• Ability to manage complex workstreams with tight deadlines.
• Ability to identify risks early and drive resolutions across stakeholder groups.
• Strong timeline management, governance, and documentation.
• Proficiency with Office tools for reporting and communication.

Aufgaben

• Lead end-to-end onboarding initiatives across regions.
• Coordinate due diligence, production readiness, go-live oversight, and post-launch stabilization.
• Provide transparent status updates with clear next steps to stakeholders.
• Translate requirements into actionable execution plans for cross-functional teams.
• Identify risks early and drive timely resolution across teams.
• Align delivery across sales, product, client service, transition management, operations, and technology partners.
• Maintain delivery governance with milestones, dependencies, and decisions.
• Keep thorough documentation to support auditability and handoffs.
• Improve onboarding playbooks and templates using insights from engagements.

Kenntnisse

Strong organizational skills

Analytical thinking

Problem-solving

Stakeholder management

Documentation proficiency

Microsoft Office proficiency

Ausbildung

Bachelor’s degree

Tools

Microsoft Office

Jobbeschreibung

JP Morgan Chase is seeking a Client Onboarding Operations Associate to coordinate end-to-end onboarding and account lifecycle delivery for investment products. You will align stakeholders, manage timelines, and maintain disciplined documentation and governance to enable smooth launches and reliable operation.

The role emphasizes cross-functional collaboration, risk identification, and proactive delivery across regions.