Client Onboarding & Implementation Lead

JPMorgan Chase & Co.

Irvine (CA)

On-site

USD 60,000 - 85,000

Full time

3 days ago
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Job summary

JPMorganChase in Irvine, CA is seeking a Client Onboarding Associate to lead strategic onboarding initiatives and coordinate the transition of clients onto the Chase banking platform. You will apply project management skills, build strong client relationships, and drive satisfaction from first contact.

The role emphasizes collaboration, problem-solving, and continuous improvement, with a focus on anti-fraud awareness, cybersecurity, and leveraging AI-powered analytics to enhance onboarding

Qualifications

  • 1 year of professional experience managing strategic initiatives.
  • Experience leading client onboarding to new banking platforms.
  • Proven conflict management and collaboration skills.
  • Experience driving continuous improvement in operating platforms.
  • Data and tech literacy; comfort with new technologies.

Responsibilities

  • Lead the execution of strategic initiatives in client onboarding to the Chase platform.
  • Analyze and resolve complex onboarding issues ensuring compliance with standards.
  • Use emotional intelligence to manage conflicts and foster collaboration with clients.
  • Drive continuous improvement using innovation and design thinking.
  • Plan and organize day-to-day team work within procedures and policy.

Skills

Project management
Client onboarding
Conflict management
Continuous improvement
Data literacy
Tech literacy
Emotional intelligence

Tools

AI analytics tools
Workflow automation

Job description

JPMorganChase in Irvine, CA is seeking a Client Onboarding Associate to lead strategic onboarding initiatives and coordinate the transition of clients onto the Chase banking platform. You will apply project management skills, build strong client relationships, and drive satisfaction from first contact.

The role emphasizes collaboration, problem-solving, and continuous improvement, with a focus on anti-fraud awareness, cybersecurity, and leveraging AI-powered analytics to enhance onboarding

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