Client Onboarding & Compliance Specialist, Wealth Management

JPMorgan Chase; Columbus (OH); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase in the United States is seeking a Client Onboarding Officer within Wealth Management to support all aspects of client onboarding, including account opening, AML, and KYC requirements. You will partner with clients and client-facing teams to ensure regulatory standards are met and documents are complete.

This role emphasizes timely due diligence, strong communication, and the ability to navigate a complex, multi-group onboarding process to deliver high-quality results for private

Qualifications

• 3+ years in financial services, operations or compliance.
• Strong written and verbal communication with a sense of urgency and the ability to prioritize/multi-task.
• Ability to work under pressure with fixed deadlines while maintaining high quality.

Responsibilities

• Partner with the client & client facing teams to collect required legal documents and information to meet regulatory and internal policies
• Act as a subject matter expert on required legal documents and process to onboard a client to PB platforms
• Serve as point of contact for account opening issues
• Act as a subject matter resource on account opening policies and procedures

Skills

Regulatory compliance

AML/KYC

Client onboarding

Stakeholder management

Job description

JPMorgan Chase in the United States is seeking a Client Onboarding Officer within Wealth Management to support all aspects of client onboarding, including account opening, AML, and KYC requirements. You will partner with clients and client-facing teams to ensure regulatory standards are met and documents are complete.

This role emphasizes timely due diligence, strong communication, and the ability to navigate a complex, multi-group onboarding process to deliver high-quality results for private