Client Onboarding & Implementation Lead

JP Morgan Chase; Tampa (FL); On-site; USD 70,000 - 110,000; Full time

Job summary

JP Morgan Chase is seeking a Client Onboarding Associate to lead onboarding initiatives and develop seamless experiences for clients transitioning to the Chase banking platform.

You will apply project management expertise to analyze issues, influence stakeholders, and ensure compliance across onboarding workflows. This role emphasizes continuous improvement and cross-functional collaboration in a global environment.

Qualifications

• 1+ years of experience leading and executing strategic client onboarding initiatives.
• Proven ability to guide onboarding to new banking platforms and maintain compliance.
• Demonstrated conflict management and collaboration skills.
• Experience driving continuous improvement in operating platforms through design thinking.

Responsibilities

• Lead strategic client onboarding initiatives for the Chase banking platform.
• Analyze and resolve complex onboarding issues, ensuring policy compliance.
• Use emotional intelligence to manage conflicts and foster collaboration.
• Drive continuous improvement of the onboarding platform with innovative methods.
• Plan and organize day-to-day team work within established procedures.

Skills

Client onboarding

Project management

Stakeholder communication

Conflict resolution

Digital literacy

Job description

JP Morgan Chase is seeking a Client Onboarding Associate to lead onboarding initiatives and develop seamless experiences for clients transitioning to the Chase banking platform.

You will apply project management expertise to analyze issues, influence stakeholders, and ensure compliance across onboarding workflows. This role emphasizes continuous improvement and cross-functional collaboration in a global environment.