Client Onboarding & Implementation Specialist

JPMorganChase; Irvine (CA); On-site; USD 90,000 - 120,000; Full time

Job summary

JPMorganChase seeks a Client Onboarding Associate to lead strategic onboarding initiatives and manage client transitions to the Chase banking platform. You will leverage project management and cross-functional collaboration to deliver seamless experiences and build trusted client relationships.

You will influence outcomes, apply innovative thinking, and continuously improve operating platforms while ensuring compliance with policies and security requirements.

Qualifications

• Proven ability to manage and execute strategic initiatives in a professional setting.
• Lead client onboarding processes and transitions to new platforms.
• Experience in resolving conflicts and fostering collaboration.
• Drive improvements using design thinking and innovation.
• Comfort with data and emerging technologies impacting business.

Responsibilities

• Lead the execution of strategic onboarding initiatives for clients transitioning to the Chase banking platform.
• Analyze and resolve complex onboarding issues while ensuring compliance with standards and policies.
• Use emotional intelligence to manage conflicts, foster collaboration, and build trust with clients and team members.
• Drive continuous improvement of the operating platform through innovative thinking and processes.
• Plan and organize daily team work ensuring progress within established procedures and policies.

Skills

Strategic initiatives

Client onboarding

Conflict management

Continuous improvement

Data literacy

Job description

JPMorganChase seeks a Client Onboarding Associate to lead strategic onboarding initiatives and manage client transitions to the Chase banking platform. You will leverage project management and cross-functional collaboration to deliver seamless experiences and build trusted client relationships.

You will influence outcomes, apply innovative thinking, and continuously improve operating platforms while ensuring compliance with policies and security requirements.