Senior Client Onboarding & Implementation Lead

Next Frontier Capital; Charlotte (NC); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

On-site health/wellness center

Job summary

JPMorgan Chase in Charlotte, NC is seeking a Client Onboarding Associate to lead strategic onboarding initiatives for new and existing clients moving to the Chase platform. You will manage projects, build client relationships, and ensure smooth transitions while aligning with policy standards.

The role emphasizes collaboration, conflict resolution, and continuous improvement of our onboarding processes. You will work with cross-functional teams to deliver efficient implementations and support

Qualifications

• 3+ years of experience leading strategic onboarding initiatives.
• Proven ability to guide client onboarding to new banking platforms.
• Experience resolving conflicts and fostering collaboration in a professional setting.
• Experience driving continuous improvement in operating platforms.
• Data and tech literacy with openness to applying new technologies.

Responsibilities

• Lead the execution of client onboarding initiatives for new and existing clients migrating to the Chase platform.
• Analyze and resolve complex onboarding issues while ensuring policy compliance.
• Use emotional intelligence to manage conflicts and build trust with clients and teams.
• Drive improvements to onboarding processes using innovative design thinking.
• Plan and organize day-to-day team activities within established procedures.

Skills

Client onboarding

Project management

Conflict management

Continuous improvement

Data literacy

Job description

JPMorgan Chase in Charlotte, NC is seeking a Client Onboarding Associate to lead strategic onboarding initiatives for new and existing clients moving to the Chase platform. You will manage projects, build client relationships, and ensure smooth transitions while aligning with policy standards.

The role emphasizes collaboration, conflict resolution, and continuous improvement of our onboarding processes. You will work with cross-functional teams to deliver efficient implementations and support