Strategic Client Onboarding Lead

JPMorganChase; Philippines; On-site; PHP 600,000 - 1,000,000; Full time

Job summary

JPMorganChase is seeking a Client Onboarding Associate to lead onboarding for institutional and strategic clients. You will coordinate milestones, manage risk, and serve as the primary contact through delivery. Collaboration across teams and strong process discipline are essential to drive a controlled, transparent client experience.

You will identify risks early, maintain documentation, and support improvements to strengthen onboarding quality and efficiency.

Qualifications

• Knowledge of financial products and onboarding impact.
• Understanding of trade lifecycle from inception to settlement.
• Strong interpersonal and stakeholder collaboration skills.
• Experience using digital tools to support process improvement.

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.

Skills

Financial products knowledge

Trade lifecycle understanding

Interpersonal skills

Project management

Time management

MS Office proficiency

Communication skills

Problem solving

Digital tools experience (Python/Table

Education

CPA (professional qualification)

MBA in Finance (preferred)

Tools

Python

Tableau

Alteryx

Job description

JPMorganChase is seeking a Client Onboarding Associate to lead onboarding for institutional and strategic clients. You will coordinate milestones, manage risk, and serve as the primary contact through delivery. Collaboration across teams and strong process discipline are essential to drive a controlled, transparent client experience.

You will identify risks early, maintain documentation, and support improvements to strengthen onboarding quality and efficiency.