Client Onboarding Implementation Associate

JPMorgan Chase & Co. • Charlotte, NC

11h

About The Position

As a Client Onboarding Implementation Associate at JPMorgan Chase, you will lead and execute client onboarding initiatives that transition new and existing clients to the Chase banking platform. You will use project management and onboarding expertise to deliver a smooth client experience, resolve complex issues, ensure compliance with technical standards and policies, and build trust with clients and colleagues. The role also involves improving the operating platform through innovation and design thinking, and organizing the team’s day-to-day work within established procedures and organizational policies.

The position requires data and technology literacy and a willingness to learn and implement emerging technologies that affect the business. Some travel is required (10%) to visit clients and internal partners. The role is not eligible for employer immigration sponsorship. Final job grade and officer title will be determined at the time of offer and may differ from the posting.

Requirements

• At least 1 year of experience managing and executing strategic initiatives in a professional field.
• Proven ability to lead client onboarding processes, particularly transitions to new banking platforms.
• Demonstrated proficiency in conflict management, including resolving conflicts and fostering collaboration in a professional setting.
• Experience driving continuous improvement in operating platforms using innovation and design thinking techniques.
• Data and technology literacy, with willingness to understand and implement new or emerging technologies that affect the business.

Nice To Haves

• Presentation skills to clearly communicate onboarding procedures and updates to clients and stakeholders.
• Project management experience overseeing activities to ensure timely and successful client onboarding.
• Anti-fraud awareness to safeguard the onboarding process against potential threats.
• Ability to foster digital literacy within a team to leverage technology in onboarding.
• Ability to implement cybersecurity measures to protect client data during onboarding.

Responsibilities

• Lead the execution of strategic client onboarding initiatives, ensuring a smooth transition for new and existing clients to the Chase banking platform.
• Apply client onboarding program management knowledge to analyze and resolve complex issues while ensuring compliance with technical standards and policies.
• Use emotional intelligence and influence to manage conflicts, foster collaboration, and develop trust with clients and team members.
• Drive continuous improvement of the operating platform using innovation and design thinking techniques to enhance efficiency and resilience.
• Plan and organize the team’s day-to-day work, ensuring progress within established professional procedures and organizational policy.
• Communicate onboarding procedures and updates to clients and stakeholders.
• Oversee project management activities to support timely and successful client onboarding.
• Maintain anti-fraud awareness and implement cybersecurity measures to protect client data during onboarding.
• Foster digital literacy within the team to leverage technology in the onboarding process.

Benefits

• Competitive total rewards package, including base salary determined by role, experience, skill set, and location.
• Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed