Client Documentation Specialist: Onboarding & Account Setup

JPMorgan Chase & Co.; Charlotte (NC); On-site; USD 60,000 - 80,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Client Documentation Specialist (Associate) in Charlotte, NC to own the documentation experience for clients opening commercial bank accounts.

You will partner with clients and internal stakeholders to research, prepare, validate, and manage account-opening documentation, ensuring accuracy and a smooth, client-centric process. You will coordinate with bankers, sales, service, and KYC teams, clearly explain requirements to clients, and guide them toward efficient

Qualifications

• Demonstrated commitment to delivering a consistent, high-quality client experience.
• Strong written and verbal communication skills, with ability to explain requirements clearly.
• Strong attention to detail and a controls-minded approach to work.
• Proven critical thinking and problem-solving skills, including ability to identify and resolve issues.
• Ability to partner, collaborate, and influence across multiple stakeholders toward a shared goal.

Responsibilities

• Own the end-to-end documentation process to support commercial bank account opening.
• Research, draft, validate, and manage client account documentation and related requirements.
• Coordinate documentation workflow with internal partners such as bankers, sales, service, and Know Your Customer teams.
• Communicate clearly with clients to answer questions and explain documentation and signature requirements.
• Guide clients toward efficient documentation solutions while maintaining appropriate standards and controls.
• Set, manage, and reinforce expectations with clients and internal partners throughout onboarding.
• Apply critical thinking to identify issues, propose solutions, and drive timely resolution.
• Track and execute against multiple priorities using strong time management and organization.
• Represent the team as the documentation point of contact for assigned onboarding implementations.
• Escalate risks, issues, or blockers appropriately to protect the client experience and delivery timelines.
• Contribute to a positive team environment through collaboration, flexibility, and shared ownership.

Skills

Client communication

Attention to detail

Critical thinking

Problem solving

Stakeholder collaboration

Time management

Independent work

Organizational skills

Education

Bachelor’s degree or equivalent experience

Job description

JPMorgan Chase & Co. is seeking a Client Documentation Specialist (Associate) in Charlotte, NC to own the documentation experience for clients opening commercial bank accounts.

You will partner with clients and internal stakeholders to research, prepare, validate, and manage account-opening documentation, ensuring accuracy and a smooth, client-centric process. You will coordinate with bankers, sales, service, and KYC teams, clearly explain requirements to clients, and guide them toward efficient