Client Onboarding Lead — Banking Platform Implementations

JPMorgan Chase; Charlotte (NC); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Travel 10%

Job summary

JPMorgan Chase in Charlotte, NC is seeking a Client Onboarding Associate to lead onboarding initiatives for clients moving to the Chase platform. You will manage cross-functional activities, guide complex onboarding projects, and influence stakeholders to ensure a smooth transition and high client satisfaction.

The role emphasizes project management, data literacy, and collaboration, with opportunities for growth in a dynamic global environment.

Qualifications

• Experience planning and leading client onboarding initiatives.
• Proven ability to lead onboarding processes during platform transitions.
• Strong conflict management and collaboration skills.
• Experience driving continuous improvement in operating platforms.
• Comfort with data and emerging technologies relevant to onboarding.

Responsibilities

• Lead execution of client onboarding initiatives for new/existing clients to the Chase platform.
• Analyze and resolve onboarding issues ensuring policy and standards compliance.
• Use emotional intelligence to manage conflicts and foster client/team collaboration.
• Drive continuous improvement using innovative design thinking for onboarding processes.
• Plan and organize day-to-day team work within established procedures and policies.

Skills

Strategic initiatives

Client onboarding

Conflict management

Continuous improvement

Data literacy

Job description

JPMorgan Chase in Charlotte, NC is seeking a Client Onboarding Associate to lead onboarding initiatives for clients moving to the Chase platform. You will manage cross-functional activities, guide complex onboarding projects, and influence stakeholders to ensure a smooth transition and high client satisfaction.

The role emphasizes project management, data literacy, and collaboration, with opportunities for growth in a dynamic global environment.