Client Onboarding Implementation Associate

JPMorganChase; Irvine (CA); Sur place; USD 90 000 - 120 000; Plein temps

Résumé du poste

JPMorganChase seeks a Client Onboarding Associate to lead strategic onboarding initiatives and manage client transitions to the Chase banking platform. You will leverage project management and cross-functional collaboration to deliver seamless experiences and build trusted client relationships.

You will influence outcomes, apply innovative thinking, and continuously improve operating platforms while ensuring compliance with policies and security requirements.

Qualifications

• Proven ability to manage and execute strategic initiatives in a professional setting.
• Lead client onboarding processes and transitions to new platforms.
• Experience in resolving conflicts and fostering collaboration.
• Drive improvements using design thinking and innovation.
• Comfort with data and emerging technologies impacting business.

Responsabilités

• Lead the execution of strategic onboarding initiatives for clients transitioning to the Chase banking platform.
• Analyze and resolve complex onboarding issues while ensuring compliance with standards and policies.
• Use emotional intelligence to manage conflicts, foster collaboration, and build trust with clients and team members.
• Drive continuous improvement of the operating platform through innovative thinking and processes.
• Plan and organize daily team work ensuring progress within established procedures and policies.

Connaissances

Strategic initiatives

Client onboarding

Conflict management

Continuous improvement

Data literacy

Description du poste

Job Description

Embark on a rewarding journey as a Client Onboarding Associate at JPMorganChase, where you'll 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. Join a diverse and innovative team, and unlock endless opportunities for personal and professional growth in a dynamic global environment.

Job Description

Embark on a rewarding journey as a Client Onboarding Associate at JPMorganChase, where you'll 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. Join a diverse and innovative team, and unlock endless opportunities for personal and professional growth in a dynamic global environment.

As a Client Onboarding Implementation Associate within JPMorganChase, you will play a pivotal role in leading and executing strategic initiatives that support our business. Your expertise in client onboarding project management will be crucial in guiding new and existing clients through the transition to the Chase banking platform. You will leverage your broad understanding of this professional field to analyze and solve problems, make informed decisions, and ensure compliance with our policies. Your ability to influence and persuade others, coupled with your emotional intelligence, will be key in managing conflicts and fostering collaboration. You will also be expected to continually challenge and improve our operating platform, demonstrating your commitment to continuous improvement. Your role will have a significant impact on our department, and your decisions will shape our short-term outcomes.

Job 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, Capabilities, And Skills

• Demonstrated ability to manage and execute strategic initiatives effectively in a professional setting, with skills equivalent to at least 1 year of experience.
• Proven ability to lead client onboarding processes, with a focus 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 in 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/emerging technologies that impact business.

Preferred Qualifications, Capabilities, And Skills

• Skilled in delivering clear presentations to effectively communicate onboarding procedures and updates to clients and stakeholders.
• Proficient in managing projects to ensure timely and successful client onboarding while maintaining anti-fraud awareness.
• Adept at fostering digital literacy within the team to enhance technology use in the onboarding process.
• Experienced in implementing cybersecurity measures to protect client data during onboarding.
• Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes

Final Job Grade and officer title will be determined at time of offer and may differ from this posting.

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

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

This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

About Us

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About The Team

J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.