Client Onboarding Implementation Senior Associate

JPMorganChase; Plano (TX); On-site; USD 85,000 - 125,000; Full time

Job summary

JP Morgan Chase in Plano, TX, seeks a Client Onboarding Associate to lead onboarding projects for treasury and banking product implementations. You will manage projects, build client relationships, and ensure a smooth start to the banking platform adoption.

You will guide clients through transitions, apply design thinking for process improvements, and work with cross-functional teams to deliver compliant, high-quality onboarding experiences, with travel about 10%.

Qualifications

• 3+ years of experience leading and executing strategic onboarding initiatives.
• Proven ability to guide clients through onboarding to a banking platform.
• Demonstrated conflict management and collaboration skills.
• Experience driving continuous improvement on operating platforms using design thinking.
• Proficiency with data and emerging technologies relevant to business processes.

Responsibilities

• Lead the execution of onboarding initiatives for clients transitioning to the Chase platform.
• Analyze and resolve complex onboarding issues while ensuring policy compliance.
• Utilize emotional intelligence to manage conflicts and foster team/client collaboration.
• Drive continuous improvement of the onboarding operating platform through innovation.
• Plan and organize day-to-day team activities within established procedures.

Skills

Project management

Client onboarding

Conflict management

Continuous improvement

Data literacy

Job description

Embark on a rewarding journey as a Client Onboarding Associate at JP Morgan Chase, where you'll lead the charge in delivering exceptional treasury and banking product implementations. Utilize your project management skills to create seamless onboarding experiences, build strong client relationships, and drive satisfaction from the very first interaction. Join a diverse and innovative team, and unlock endless opportunities for personal and professional growth in a dynamic global environment.

As a Client Onboarding Implementation Senior Associate within JPMorgan Chase, you will play a pivotal role in leading and executing strategic initiatives that support our business. Your expertise in client onboarding project management will be crucial in guiding new and existing clients through the transition to the Chase banking platform. You will leverage your broad understanding of this professional field to analyze and solve problems, make informed decisions, and ensure compliance with our policies. Your ability to influence and persuade others, coupled with your emotional intelligence, will be key in managing conflicts and fostering collaboration. You will also be expected to continually challenge and improve our operating platform, demonstrating your commitment to continuous improvement. Your role will have a significant impact on our department, and your decisions will shape our short-term outcomes.

Job 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.

Required qualifications, capabilities and skills

• 3+ 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.
• Proficiency in data and tech literacy, with a willingness to understand and implement new/emerging technologies that impact business.

Preferred qualifications, capabilities and skills

• Utilize presentation skills to clearly communicate onboarding procedures and updates to clients and stakeholders.
• Oversee project management activities to ensure timely and successful client onboarding.
• Maintain anti-fraud awareness to safeguard the onboarding process against potential threats.
• Foster digital literacy within the team to leverage technology in the onboarding process.
• Implement cybersecurity measures to protect client data during the onboarding process.
• Develop experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes

Final Job Grade and officer title will be determined at time of offer and may differ from this posting.

Some travel required (10%) to visit clients and internal partners.

Please note this role is not eligible for employer immigration sponsorship.