Wealth Management Client Onboarding Specialist

Aumni; Columbus (OH); Vor Ort; USD 60.000 - 90.000; Vollzeit

Zusammenfassung

JPMorgan Chase & Co. in Columbus, OH seeks a diligent professional to support client onboarding and regulatory compliance for account openings. You will collate required documents, serve as a subject matter expert, and act as the main contact for onboarding issues to ensure a smooth client experience.

The role emphasizes strong communication, partnership across internal teams, and the ability to work under tight deadlines while maintaining high accuracy and risk controls.

Qualifikationen

• 3+ years of experience within financial services, operational or compliance fields.
• Strong written and oral communication with urgency and prioritization.
• Ability to quickly learn new subject matter and meet fixed deadlines.
• Strong client focus and ability to partner with internal groups and client coverage.
• Independent, self-motivated, adaptable in a team environment.
• Clear and confident communication; able to influence stakeholders.
• Address conflicts and escalate issues when appropriate.
• Strong analytical, prioritization and organizational skills with risk awareness.
• Ability to navigate a complex infrastructure with multiple groups and individuals.

Aufgaben

• Partner with client and client-facing teams to collect required legal documents and information to meet regulatory and internal policies.
• Act as a subject matter expert on required legal documents and onboarding processes for PB platforms.
• Serve as point of contact for account opening issues.
• Act as a resource on account opening policies and procedures.

Kenntnisse

Financial services

Regulatory compliance

KYC AML knowledge

Client onboarding

Communication skills

Stakeholder management

Under pressure

Attention to detail

Jobbeschreibung

JPMorgan Chase & Co. in Columbus, OH seeks a diligent professional to support client onboarding and regulatory compliance for account openings. You will collate required documents, serve as a subject matter expert, and act as the main contact for onboarding issues to ensure a smooth client experience.

The role emphasizes strong communication, partnership across internal teams, and the ability to work under tight deadlines while maintaining high accuracy and risk controls.