Strategic Client Onboarding Program Lead

JP Morgan Chase; Plano (TX); On-site; USD 85,000 - 125,000; Full time

Job summary

JP Morgan Chase in Plano, TX, seeks a Client Onboarding Associate to lead onboarding projects for treasury and banking product implementations. You will manage projects, build client relationships, and ensure a smooth start to the banking platform adoption.

You will guide clients through transitions, apply design thinking for process improvements, and work with cross-functional teams to deliver compliant, high-quality onboarding experiences, with travel about 10%.

Qualifications

• 3+ years of experience leading and executing strategic onboarding initiatives.
• Proven ability to guide clients through onboarding to a banking platform.
• Demonstrated conflict management and collaboration skills.
• Experience driving continuous improvement on operating platforms using design thinking.
• Proficiency with data and emerging technologies relevant to business processes.

Responsibilities

• Lead the execution of onboarding initiatives for clients transitioning to the Chase platform.
• Analyze and resolve complex onboarding issues while ensuring policy compliance.
• Utilize emotional intelligence to manage conflicts and foster team/client collaboration.
• Drive continuous improvement of the onboarding operating platform through innovation.
• Plan and organize day-to-day team activities within established procedures.

Skills

Project management

Client onboarding

Conflict management

Continuous improvement

Data literacy

Job description

JP Morgan Chase in Plano, TX, seeks a Client Onboarding Associate to lead onboarding projects for treasury and banking product implementations. You will manage projects, build client relationships, and ensure a smooth start to the banking platform adoption.

You will guide clients through transitions, apply design thinking for process improvements, and work with cross-functional teams to deliver compliant, high-quality onboarding experiences, with travel about 10%.