Client Onboarding Specialist - End-to-End for Hedge Funds

JP Morgan Chase; New York (NY); On-site; USD 80,000 - 120,000; Full time

Job summary

JP Morgan Chase is seeking a Client Onboarding Associate in New York to manage day-to-day onboarding setups for hedge funds and asset managers. You will ensure operational requirements are completed accurately and on time, collaborating with internal and external teams to deliver a seamless onboarding experience while maintaining high standards of execution and client service.

The role requires coordinating account openings, tracking pipelines, and driving improvements in onboarding workflows.

Qualifications

• Minimum of 2 years of professional experience managing and executing initiatives.
• Strong problem-solving skills with the ability to independently investigate issues and drive them toward resolution.
• Proactive mindset with a strong sense of accountability and ownership over assigned responsibilities.
• Ability to work independently while collaborating effectively within a team environment.
• Strong data and technology proficiency, with a willingness to learn and implement new and emerging technologies that support evolving business needs.

Responsibilities

• Serve as a key point of contact for internal and external stakeholders throughout the onboarding lifecycle, providing timely updates on outstanding requirements, deliverables, and potential delays.
• Coordinate and facilitate account openings, ensuring all required documentation, approvals, and operational setups adhere to established procedures, controls, and standards.
• Proactively track and manage onboarding pipelines, ensuring requests are progressing and outstanding items are followed up on through completion.
• Partner with various internal teams, including Transitions, Account Management, Sales & Trading, Middle Office Client Service, and more to coordinate deliverables and resolve onboarding-related issues.
• Identify, investigate and resolve operational discrepancies and onboarding challenges, escalating complex issues when appropriate.
• Continuously look for ways to improve existing workflows, streamline processes, and enhance the overall client onboarding experience.
• Support additional operational initiatives and ad hoc requests as business needs arise.

Skills

Onboarding coordination

Problem solving

Ownership & accountability

Independent work

Data & tech proficiency

Job description

JP Morgan Chase is seeking a Client Onboarding Associate in New York to manage day-to-day onboarding setups for hedge funds and asset managers. You will ensure operational requirements are completed accurately and on time, collaborating with internal and external teams to deliver a seamless onboarding experience while maintaining high standards of execution and client service.

The role requires coordinating account openings, tracking pipelines, and driving improvements in onboarding workflows.