Strategic Client Onboarding Implementation Lead

Socket.dev; Plano (TX); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Health care coverage

On-site health & wellness centers

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

JPMorgan Chase in Plano, Texas is seeking a Client Onboarding Associate to lead strategic onboarding initiatives and ensure smooth transitions for clients to the Chase banking platform. You will manage projects, build client relationships, and drive satisfaction from first contact, contributing to a dynamic global team.

The role emphasizes program management, problem solving, and adherence to policies, with opportunities for growth, collaboration, and continuous improvement in a leading

Qualifications

• 1+ years of experience in managing and executing strategic initiatives
• Experience leading client onboarding processes to new platforms
• Proven conflict management and collaboration skills
• Experience driving continuous improvement in operating platforms
• Comfort with data/tech literacy and new technologies

Responsibilities

• Lead execution of onboarding initiatives ensuring smooth transition to Chase platform
• Analyze and resolve complex onboarding issues while ensuring compliance with standards
• Use emotional intelligence to manage conflicts and foster collaboration with clients
• Drive continuous improvement of the operating platform using innovative methods
• Plan and organize day-to-day team work within professional procedures and policies

Skills

Client onboarding PM

Conflict management

Continuous improvement

Data & tech literacy

Job description

JPMorgan Chase in Plano, Texas is seeking a Client Onboarding Associate to lead strategic onboarding initiatives and ensure smooth transitions for clients to the Chase banking platform. You will manage projects, build client relationships, and drive satisfaction from first contact, contributing to a dynamic global team.

The role emphasizes program management, problem solving, and adherence to policies, with opportunities for growth, collaboration, and continuous improvement in a leading