Client Onboarding Implementation Lead – Banking Platform

Socket.dev; Irvine (CA); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Health benefits

Retirement plan

Tuition reimbursement

On-site wellness centers

Job summary

JPMorgan Chase is seeking a Client Onboarding Associate to lead strategic onboarding initiatives and deliver exceptional client experiences during transitions to the Chase banking platform.

You will apply project management expertise to build strong client relationships, collaborate across teams, and continuously improve onboarding processes in a dynamic, global environment. The role emphasizes risk compliance and data-driven insights to enhance efficiency, resilience, and customer satisfaction.

Qualifications

• Lead client onboarding initiatives to smoothly transition clients to the Chase platform.
• Analyze and resolve onboarding issues while ensuring compliance with standards and policies.
• Use emotional intelligence to manage conflicts and foster collaboration with clients and team.
• Drive continuous improvement of the onboarding platform using design thinking techniques.
• Plan day-to-day team work within established procedures and policies.

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

Continuous improvement

Data literacy

Job description

JPMorgan Chase is seeking a Client Onboarding Associate to lead strategic onboarding initiatives and deliver exceptional client experiences during transitions to the Chase banking platform.

You will apply project management expertise to build strong client relationships, collaborate across teams, and continuously improve onboarding processes in a dynamic, global environment. The role emphasizes risk compliance and data-driven insights to enhance efficiency, resilience, and customer satisfaction.