Client Onboarding Project Lead: Banking Platform

JPMorganChase; Charlotte (NC); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A leading financial institution is seeking a Client Onboarding Associate in Charlotte, NC. You will manage onboarding clients to the Chase banking platform, utilizing project management skills to ensure successful transitions. The ideal candidate has over 3 years of experience in client onboarding processes, demonstrating strong emotional intelligence and a commitment to continuous improvement. This role offers competitive compensation and benefits.

Qualifications

• 3+ years of experience in project management.
• Proven ability to transition clients to new banking platforms.
• Experience driving continuous improvement using innovation.

Responsibilities

• Lead client onboarding processes ensuring smooth transitions.
• Analyze complex issues to ensure compliance with standards.
• Foster collaboration and manage conflicts with clients.

Skills

Project management

Emotional intelligence

Conflict management

Data and tech literacy

Job description

A leading financial institution is seeking a Client Onboarding Associate in Charlotte, NC. You will manage onboarding clients to the Chase banking platform, utilizing project management skills to ensure successful transitions. The ideal candidate has over 3 years of experience in client onboarding processes, demonstrating strong emotional intelligence and a commitment to continuous improvement. This role offers competitive compensation and benefits.