Client Onboarding Project Lead — Banking Platform

JPMorgan Chase

Irvine (CA)

On-site

USD 80,000 - 120,000

Full time

4 days ago

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Job summary

JPMorganChase is seeking a Client Onboarding Associate in Irvine to lead strategic onboarding initiatives and guide clients through transitions to the Chase banking platform. You will coordinate cross-functional teams and apply design thinking to improve onboarding processes.

Ideal candidates bring 1+ year of experience in onboarding programs, strong interpersonal skills, and a passion for continuous improvement in a fast-paced financial services environment.

Qualifications

1+ year of experience leading strategic initiatives in a professional setting.
Experience guiding client onboarding to new platforms and products.
Proven ability to manage conflicts and foster collaboration.
Experience driving continuous improvement using innovation or design thinking.
Strong data and technology literacy with openness to new tools.

Responsibilities

Lead execution of client onboarding initiatives, ensuring smooth transitions to the Chase platform.
Analyze and resolve onboarding issues while ensuring compliance with standards and policies.
Use emotional intelligence to manage conflicts and build trust with clients and team.
Drive platform improvements through innovation and design thinking techniques.
Plan and organize day-to-day team work within established procedures and policies.

Skills

Project management

Client onboarding

Conflict management

Continuous improvement

Data literacy

Tools

AI-powered analytics

Workflow automation

Job description

Ideal candidates bring 1+ year of experience in onboarding programs, strong interpersonal skills, and a passion for continuous improvement in a fast-paced financial services environment.

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