Senior Client Onboarding & Implementation Lead

JPMorgan Chase & Co.; Irvine (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

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

You will apply project management expertise to guide onboarding initiatives, ensure compliance, and drive continuous improvement in the Chase platform. Some travel to visit clients and internal partners is required, and you will work within a dynamic global environment offering growth

Qualifications

• 3+ years leading strategic client onboarding initiatives.
• Experience transitioning clients to new banking platforms.
• Proven conflict management and collaboration skills.
• Experience applying design thinking and process improvement.
• Strong data and technology literacy.

Responsibilities

• Lead the execution of client onboarding initiatives to migrate clients to the Chase platform.
• Analyze and resolve onboarding issues while ensuring policy compliance.
• Foster collaboration and trust within the team and with clients.
• Drive continuous platform improvement using innovation and design thinking.
• Plan day-to-day team activities within established procedures.

Skills

Project management

Client onboarding

Conflict management

Continuous improvement

Data literacy

Job description

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

You will apply project management expertise to guide onboarding initiatives, ensure compliance, and drive continuous improvement in the Chase platform. Some travel to visit clients and internal partners is required, and you will work within a dynamic global environment offering growth