Client Onboarding Implementation Associate

JPMorgan Chase; Irvine (CA); On-site; USD 80,000 - 120,000; Full time

Job summary

JPMorganChase is seeking a Client Onboarding Associate in Irvine to lead strategic onboarding initiatives and guide clients through transitions to the Chase banking platform. You will coordinate cross-functional teams and apply design thinking to improve onboarding processes.

Ideal candidates bring 1+ year of experience in onboarding programs, strong interpersonal skills, and a passion for continuous improvement in a fast-paced financial services environment.

Qualifications

• 1+ year of experience leading strategic initiatives in a professional setting.
• Experience guiding client onboarding to new platforms and products.
• Proven ability to manage conflicts and foster collaboration.
• Experience driving continuous improvement using innovation or design thinking.
• Strong data and technology literacy with openness to new tools.

Responsibilities

• Lead execution of client onboarding initiatives, ensuring smooth transitions to the Chase platform.
• Analyze and resolve onboarding issues while ensuring compliance with standards and policies.
• Use emotional intelligence to manage conflicts and build trust with clients and team.
• Drive platform improvements through innovation and design thinking techniques.
• Plan and organize day-to-day team work within established procedures and policies.

Skills

Project management

Client onboarding

Conflict management

Continuous improvement

Data literacy

Tools

AI-powered analytics

Workflow automation

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.