Client Onboarding Implementation Associate

JPMorganChase; Charlotte (NC); On-site; USD 55,000 - 75,000; Full time

Job summary

JPMorganChase in Charlotte, North Carolina is looking for a Client Onboarding Associate to spearhead the onboarding process for banking products. The role requires strong project management and conflict resolution skills to ensure a seamless transition for clients to the Chase banking platform.

The ideal candidate will have over a year of experience in managing client onboarding, with a focus on driving efficiency and fostering strong client relationships. Some travel may be required to meet clients and partners.

Qualifications

• 1+ years of experience managing and executing strategic initiatives.
• Proven ability to lead client onboarding processes.
• Demonstrated proficiency in conflict management.

Responsibilities

• Lead strategic initiatives in client onboarding.
• Analyze and resolve complex issues.
• Drive continuous improvement in operating platforms.
• Plan and organize team day-to-day work.

Skills

Project management

Client onboarding

Conflict management

Data literacy

Continuous improvement

Job description

Job Description

Embark on a rewarding journey as a Client Onboarding Associate at JP Morgan Chase, where you will lead the charge in delivering exceptional treasury and banking product implementations. Utilize your project management skills to create seamless onboarding experiences, build strong client relationships, and drive satisfaction from the very first interaction.

Responsibilities

• Lead the execution of strategic initiatives in client onboarding, ensuring a smooth transition for new and existing clients to the Chase banking platform.
• Utilize broad knowledge in client onboarding program management to analyze and resolve complex issues, ensuring compliance with technical standards and policies.
• Leverage emotional intelligence and influence to manage conflicts, foster collaboration, and develop trust within the team and with clients.
• Drive continuous improvement in our operating platform, using innovation and design thinking techniques to enhance efficiency and resilience.
• Plan and organize the day‑to‑day work of the team, ensuring progress within established professional procedures and organization policy.

Required Qualifications

• 1+ years of experience managing and executing strategic initiatives in a professional field.
• Proven ability to lead client onboarding processes, focusing on transitioning clients to new banking platforms.
• Demonstrated proficiency in conflict management, with a track record of resolving conflicts and fostering collaboration in a professional setting.
• Experience driving continuous improvement in operating platforms, using innovation and design thinking techniques.
• Proficiency in data and tech literacy, with a willingness to understand and implement new or emerging technologies that impact business.

Preferred Qualifications

• Utilize presentation skills to clearly communicate onboarding procedures and updates to clients and stakeholders.
• Oversee project management activities to ensure timely and successful client onboarding.
• Maintain anti‑fraud awareness to safeguard the onboarding process against potential threats.
• Foster digital literacy within the team to leverage technology in the onboarding process.
• Implement cybersecurity measures to protect client data during the onboarding process.

Additional Information

Some travel required (10%) to visit clients and internal partners.

Please note this role is not eligible for employer immigration sponsorship.

Final job grade and officer title will be determined at the time of offer and may differ from this posting.

Equal Opportunity Employer/Disability/Veterans