Client Onboarding & Implementation Lead

JP Morgan Chase; Tampa (FL); On-site; USD 55,000 - 75,000; Full time

Job summary

JP Morgan Chase is seeking a Client Onboarding Associate in Tampa to lead onboarding initiatives, guiding clients through the transition to the Chase banking platform. You will apply project management skills, build client relationships, and drive process improvements in a dynamic, global environment.

The role emphasizes collaboration, data and tech literacy, and the ability to influence stakeholders while ensuring compliance with policies and standards. Travel expectations are modest.

Qualifications

• 1+ years of experience managing and executing strategic initiatives in a professional field.
• Proven ability to lead client onboarding processes, focusing on transitioning clients to new banking platforms.
• Demonstrated proficiency in conflict management, with a track record of resolving conflicts and fostering collaboration.
• 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 technologies.

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

Onboarding program management

Conflict management

Continuous improvement

Data literacy

Technology literacy

Job description

JP Morgan Chase is seeking a Client Onboarding Associate in Tampa to lead onboarding initiatives, guiding clients through the transition to the Chase banking platform. You will apply project management skills, build client relationships, and drive process improvements in a dynamic, global environment.

The role emphasizes collaboration, data and tech literacy, and the ability to influence stakeholders while ensuring compliance with policies and standards. Travel expectations are modest.