Client Onboarding & Treasury Implementation Specialist

Next Frontier Capital; Charlotte (NC); Hybrid; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase is seeking a Client Onboarding Associate to lead and implement strategic onboarding initiatives for new and existing clients transitioning to the Chase platform. You will manage engagements, ensure policy compliance, and build strong client relationships in a fast‑paced banking environment.

The role emphasizes project management, cross‑functional collaboration, and continuous improvement to optimize onboarding experiences and contribute to high client satisfaction.

Qualifications

• 1+ years of experience in managing and executing strategic initiatives in a professional field.
• Proven ability to lead client onboarding processes, with a focus on transitioning clients to new banking platforms.
• Demonstrated proficiency in conflict management, with a track record of resolving conflicts and fostering collaboration in a professional setting.
• Experience in driving continuous improvement in operating platforms, using innovation and design thinking techniques.
• Proficiency in data and tech literacy, with a willingness to understand and implement new/emerging technologies that impact business.

Responsibilities

• Lead the execution of strategic initiatives in client onboarding, ensuring a smooth transition for new and existing clients to the Chase banking platform.
• Utilize broad knowledge in client onboarding program management to analyze and resolve complex issues, ensuring compliance with technical standards and policies.
• Leverage emotional intelligence and influence to manage conflicts, foster collaboration, and develop trust within the team and with clients.
• Drive continuous improvement in our operating platform, using innovation and design thinking techniques to enhance efficiency and resilience.
• Plan and organize the day‑to‑day work of the team, ensuring progress within established professional procedures and organization policy.

Skills

Strategic initiatives

Client onboarding

Conflict management

Continuous improvement

Data & tech literacy

Job description

JPMorgan Chase is seeking a Client Onboarding Associate to lead and implement strategic onboarding initiatives for new and existing clients transitioning to the Chase platform. You will manage engagements, ensure policy compliance, and build strong client relationships in a fast‑paced banking environment.

The role emphasizes project management, cross‑functional collaboration, and continuous improvement to optimize onboarding experiences and contribute to high client satisfaction.