Client Onboarding & Implementation Lead

JP Morgan Chase; Charlotte (NC); On-site; USD 65,000 - 90,000; Full time

Job summary

JP Morgan Chase is seeking a Client Onboarding Associate to lead treasury and banking product implementations, build strong client relationships, and deliver a seamless onboarding experience.

You will apply project management skills to guide clients through the Chase platform, influence stakeholders, and contribute to continuous improvement in a dynamic global environment. Travel up to 10% may be required; the role is not eligible for employer immigration sponsorship.

Qualifications

• 1+ years managing and executing strategic onboarding initiatives.
• Experience leading onboarding processes to new platforms.
• Proven ability to resolve conflicts and foster collaboration.
• Experience driving continuous improvement using design thinking.
• Proficiency in data and technology literacy.

Responsibilities

• Lead strategic onboarding initiatives for clients transitioning to the Chase platform.
• Analyze and resolve onboarding issues while ensuring policy compliance.
• Apply emotional intelligence to manage conflicts and build trust within the team and with clients.
• Drive platform improvements using innovation and design thinking.
• Plan and organize day-to-day team work within established procedures and policies.

Skills

Client onboarding

Conflict management

Design thinking

Data literacy

Tech literacy

Job description

JP Morgan Chase is seeking a Client Onboarding Associate to lead treasury and banking product implementations, build strong client relationships, and deliver a seamless onboarding experience.

You will apply project management skills to guide clients through the Chase platform, influence stakeholders, and contribute to continuous improvement in a dynamic global environment. Travel up to 10% may be required; the role is not eligible for employer immigration sponsorship.