Client Onboarding Lead — Treasury & Banking Implementations

JPMorganChase; Plano (TX); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health care benefits

Retirement plan

Tuition reimbursement

Job summary

JPMorgan Chase is seeking a Client Onboarding Associate in Plano to lead onboarding initiatives, coordinating with teams to deliver seamless transitions to our banking platform. The role focuses on strong client relationships, issue resolution, and continual process improvement across onboarding programs.

Travel up to 10% may be required, and the team emphasizes collaboration and inclusive growth. You will leverage project management skills to ensure timely onboarding and contribute to a dynamic

Qualifications

• 1+ years of experience managing and executing strategic initiatives.
• Proven ability to lead client onboarding processes, especially transitioning clients to new banking platforms.
• Demonstrated proficiency in conflict management to foster collaboration.
• Experience driving continuous improvement in operating platforms using design thinking.
• Proficiency in data and tech literacy, willingness to learn new technologies.

Responsibilities

• Lead the execution of client onboarding initiatives to ensure smooth transitions to the Chase banking platform.
• Analyze and resolve complex onboarding issues, ensuring compliance with standards and policies.
• Use emotional intelligence to manage conflicts and build trust with clients and team members.
• Drive innovation and design thinking to improve onboarding efficiency and resilience.
• Plan and organize day-to-day team activities within procedures and policies.

Skills

Project management

Client onboarding

Conflict management

Continuous improvement

Data literacy

Job description

JPMorgan Chase is seeking a Client Onboarding Associate in Plano to lead onboarding initiatives, coordinating with teams to deliver seamless transitions to our banking platform. The role focuses on strong client relationships, issue resolution, and continual process improvement across onboarding programs.

Travel up to 10% may be required, and the team emphasizes collaboration and inclusive growth. You will leverage project management skills to ensure timely onboarding and contribute to a dynamic