Senior Client Onboarding & Implementation Lead

JPMorgan Chase & Co.; Charlotte (NC); On-site; USD 75,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. in Charlotte is seeking a Client Onboarding Associate to lead treasury and banking product implementations, building strong client relationships from the first touchpoint.

You will manage onboarding programs for new and existing clients, ensuring alignment with policies, driving continuous improvement, and collaborating across teams in a dynamic global environment. The role emphasizes project management, risk awareness, and the ability to influence stakeholders to deliver a

Qualifications

• 5+ years of experience in managing and executing strategic initiatives in a professional field.
• Proven ability to lead client onboarding processes and transitions to new platforms.
• Demonstrated proficiency in conflict management and fostering collaboration.
• Experience driving continuous improvement in operating platforms using design thinking.
• Proficiency in data and tech literacy with willingness to adopt new technologies.

Responsibilities

• Lead the execution of onboarding initiatives ensuring smooth client transitions to the Chase platform.
• Analyze and resolve onboarding issues while ensuring compliance with standards and policies.
• Use emotional intelligence to manage conflicts and foster team collaboration with clients.
• Drive continuous improvement of the onboarding operating platform through innovation.
• Plan and organize day-to-day team activities within established procedures.

Skills

Project management

Client onboarding

Conflict management

Continuous improvement

Data literacy

Tech literacy

Presentation skills

Job description

JPMorgan Chase & Co. in Charlotte is seeking a Client Onboarding Associate to lead treasury and banking product implementations, building strong client relationships from the first touchpoint.

You will manage onboarding programs for new and existing clients, ensuring alignment with policies, driving continuous improvement, and collaborating across teams in a dynamic global environment. The role emphasizes project management, risk awareness, and the ability to influence stakeholders to deliver a