Strategic Client Onboarding Lead

JPMorgan Chase & Co.; Charlotte (NC); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Client Onboarding Associate to lead onboarding initiatives and drive seamless transitions to the Chase banking platform. You will manage client relationships, apply design thinking for process improvements, and uphold compliance throughout onboarding projects.

The role emphasizes collaboration, continuous improvement, and effective communication in a dynamic, global environment with opportunities for growth.

Qualifications

• 1+ years of experience managing strategic initiatives.
• Proven ability to lead client onboarding processes.
• Conflict management with collaboration skills.
• Experience driving continuous improvement in operating platforms.
• Proficiency in data and tech literacy.

Responsibilities

• Lead the execution of strategic initiatives in client onboarding to transition clients to the Chase banking platform.
• Analyze and resolve issues, ensuring compliance with technical standards and policies.
• Use emotional intelligence to manage conflicts and foster collaboration.
• Drive continuous improvement using innovation and design thinking.
• Plan and organize day-to-day work within established procedures.

Skills

Project management

Client onboarding

Conflict management

Data literacy

Tools

AI analytics

Workflow automation

Job description

JPMorgan Chase & Co. is seeking a Client Onboarding Associate to lead onboarding initiatives and drive seamless transitions to the Chase banking platform. You will manage client relationships, apply design thinking for process improvements, and uphold compliance throughout onboarding projects.

The role emphasizes collaboration, continuous improvement, and effective communication in a dynamic, global environment with opportunities for growth.