Client Onboarding Implementation Lead

JPMorgan Chase & Co.; Plano (TX); On-site; USD 70,000 - 95,000; Full time

Job summary

JPMorganChase in Plano, TX, is seeking a Client Onboarding Associate in a full-time, day-shift role. You will lead onboarding projects, coordinate with clients and internal partners, and ensure a smooth transition to the Chase banking platform.

You will apply your project management and relationship-building skills to drive adoption, resolve issues, and uphold policies. Travel is limited and growth opportunities are available in a dynamic global environment.

Qualifications

• 1+ years of experience in managing and executing strategic initiatives in a professional field.
• 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.

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.

Skills

Project management

Client onboarding

Conflict management

Data literacy

Tech literacy

Presentation skills

Job description

JPMorganChase in Plano, TX, is seeking a Client Onboarding Associate in a full-time, day-shift role. You will lead onboarding projects, coordinate with clients and internal partners, and ensure a smooth transition to the Chase banking platform.

You will apply your project management and relationship-building skills to drive adoption, resolve issues, and uphold policies. Travel is limited and growth opportunities are available in a dynamic global environment.