Client Solutions - Client Onboarding Associate

Testing Site - JPMC; Tampa (FL); On-site; USD 70,000 - 95,000; Full time

Job summary

JPMorgan Chase in Tampa is seeking a Client Solutions Project Coordinator to support project managers with scheduling, documentation, and core project tasks within Securities Services. You will coordinate with clients and internal teams to deliver implementations for asset managers, hedge funds, and financial institutions.

This role emphasizes structured execution, risk management, and clear communication. You will own project communications, help manage delivery plans, and contribute to

Qualifications

• Bachelor's degree required.
• 3-5 years experience in Financial Services, Securities Servicing preferred.
• 2+ years in a client-facing support role.
• Strong written and verbal communication.

Responsibilities

• Coordinate the requirements gathering process.
• Ensure fund manager requirements are understood and collaborate with internal partners to design, document, and secure sign-off on scope and solutions.
• Develop and manage project delivery plans.
• Execute project plans with robust governance and reporting.
• Actively mitigate and manage project risk by coordinating timely resolution of issues.
• Scope containment and change management.
• Manage and motivate virtual teams across multiple locations and disciplines.
• Execute post-implementation reviews to continually improve practices.
• Prioritize, track, and report on all projects in the pipeline.
• Ensure compliance with all controls and procedures.
• Own all project communication to internal and external stakeholders.
• Deliver high levels of internal and external client satisfaction.
• Identify potential tactical and strategic improvements to implementation processes.
• Proactively drive internal team and department-wide initiatives as agreed upon.

Skills

Project management

Client-facing

Structured execution

Clear communication

Presentation skills

Cross-functional collaboration

Risk management

Ambiguity resolution

Adaptability

Financial Services experience

Education

Bachelor's degree

Job description

Join a dynamic team at JPMorgan Chase, where your project coordination skills will help deliver innovative solutions for a diverse client base in Securities Services. Be part of a global organization that values collaboration, excellence, and client impact.

As a Client Solutions Project Coordinator, you will play a key role in supporting project managers with scheduling, documentation, and core project tasks. You will work closely with clients, managing their day-to-day business interactions with JPMorgan’s Commercial & Investment Bank. You will support both new and incremental client events for Securities Services, serving a wide range of clients including Asset Managers, Hedge Funds, Private Equity Funds, Pension Funds, Government Sponsored Enterprises, Banks, Broker Dealers, and Insurance Companies. Your work will span all Securities Services products, from single product implementations to complex, multi-entity deals.

Job responsibilities

• Coordinate the requirements gathering process.
• Ensure fund manager requirements are understood and collaborate with internal partners to design, document, and secure sign-off on scope and solutions.
• Support project activities including:
  • Develop and manage project delivery plans.
  • Execute project plans with robust governance and reporting.
  • Actively mitigate and manage project risk by coordinating timely resolution of issues.
  • Scope containment and change management.
  • Manage and motivate virtual teams across multiple locations and disciplines.
  • Execute post-implementation reviews to continually improve practices.
• Prioritize, track, and report on all projects in the pipeline.
• Ensure compliance with all controls and procedures.
• Own all project communication to internal and external stakeholders.
• Deliver high levels of internal and external client satisfaction.
• Identify potential tactical and strategic improvements to implementation processes.
• Proactively drive internal team and department-wide initiatives as agreed upon.

Required qualifications, capabilities, and skills

• Project management skills.
• Client-facing skills.
• Highly structured and methodical in execution.
• Clear, articulate, and concise verbal and written communication.
• Strong presentation skills.
• Proven ability to influence and work collaboratively with multiple internal disciplines (sales, operations, technology, product management).
• Keen eye for identifying and resolving risks.
• Ability to systematically remove ambiguity from projects.
• Work well in an evolving environment.
• Bachelor’s degree.
• 3-5 years in Financial Services, particularly Securities Servicing Industry.
• 2+ years in a client-facing support role or commensurate experience.

Preferred qualifications, capabilities, and skills

• Working knowledge of multiple Securities Services products such as Custody, Fund Accounting, Fund Admin, Hedge Funds Servicing, Investment Analytics, Compliance, ETFs, IMOS, Private Equity and Real Estate Services, Securities Lending, Trading Services, and Data Analytics.