Senior Client Onboarding & Strategic Implementation Lead

JPMorgan Chase & Co.; Irvine (CA); On-site; USD 90,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. in Irvine, CA is looking for a Client Onboarding Associate to lead onboarding initiatives and deliver smooth transitions to the Chase banking platform. You will manage client relationships and drive satisfaction from the initial interaction.

In a Senior Associate-capacity, you will guide strategic onboarding projects, analyze issues, and ensure alignment with policies while promoting continuous improvement across the platform.

Qualifications

• 3+ years of experience in managing and executing strategic onboarding initiatives.
• Proven ability to lead client onboarding processes and transitions to new platforms.
• Demonstrated proficiency in resolving conflicts and fostering collaboration.

Responsibilities

• Lead the execution of strategic onboarding initiatives for new and existing clients.
• Analyze and resolve onboarding issues, ensuring compliance with standards and policies.
• Use emotional intelligence and influence to manage conflicts and foster collaboration.
• Drive continuous improvement in the onboarding platform using design thinking.
• Plan and organize day-to-day team work within policy and procedures.

Skills

Client onboarding program management

Stakeholder collaboration

Conflict management

Continuous improvement

Data literacy

Job description

JPMorgan Chase & Co. in Irvine, CA is looking for a Client Onboarding Associate to lead onboarding initiatives and deliver smooth transitions to the Chase banking platform. You will manage client relationships and drive satisfaction from the initial interaction.

In a Senior Associate-capacity, you will guide strategic onboarding projects, analyze issues, and ensure alignment with policies while promoting continuous improvement across the platform.