Senior Client Onboarding & Implementation Lead

JPMorganChase; Irvine (CA); On-site; USD 95,000 - 125,000; Full time

Job summary

JPMorgan Chase is seeking a Client Onboarding Associate to lead onboarding initiatives, ensure smooth client transitions to the Chase platform, and collaborate across teams to drive satisfaction. The role emphasizes project management, governance, and continual improvement in a dynamic financial services environment.

Ideal candidates bring 3+ years in strategic initiatives, strong onboarding experience, and a demonstrated ability to influence stakeholders while maintaining compliance with

Qualifications

• 3+ years of experience leading and executing strategic initiatives in a professional field.
• Proven ability to lead client onboarding processes and transition clients to new banking platforms.
• Demonstrated proficiency in conflict management and collaboration.
• Experience driving continuous improvement in operating platforms with design thinking methods.
• Proficiency with data and emerging technologies to support business decisions.

Responsibilities

• Lead execution of client onboarding initiatives for a smooth transition to the Chase platform.
• Analyze and resolve onboarding issues, ensuring compliance with standards and policies.
• Use emotional intelligence and influence to manage conflicts and foster collaboration.
• Drive continuous platform improvements using innovation and design thinking.
• Plan and organize daily team activities within established procedures and 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 onboarding initiatives, ensure smooth client transitions to the Chase platform, and collaborate across teams to drive satisfaction. The role emphasizes project management, governance, and continual improvement in a dynamic financial services environment.

Ideal candidates bring 3+ years in strategic initiatives, strong onboarding experience, and a demonstrated ability to influence stakeholders while maintaining compliance with