Client Onboarding Implementation Associate

JPMorganChase•Charlotte, NC

About The Position

As a Client Onboarding Implementation Associate at JPMorgan Chase, you will lead and execute strategic initiatives supporting client onboarding. You will guide new and existing clients through their transition to the Chase banking platform, using project management expertise and knowledge of client onboarding to resolve problems, make informed decisions, and ensure compliance with technical standards and company policies. The role involves building client relationships, managing conflicts, fostering collaboration and trust, and improving the operating platform through innovation and design thinking. You will organize the team's day-to-day work and contribute to department outcomes. Some travel is required to visit clients and internal partners. This role is not eligible for employer immigration sponsorship. The 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 and a record of resolving conflicts and fostering collaboration in a professional setting.
  • Experience driving continuous improvement in operating platforms using innovation and design thinking techniques.
  • Proficiency in data and technology literacy, and 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 help safeguard the onboarding process against potential threats.
  • Ability to foster digital literacy within the team to leverage technology in onboarding.
  • Knowledge of cybersecurity measures to protect client data during onboarding.
  • Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to improve efficiency, reduce manual effort, or increase accuracy in operational processes.

Responsibilities

  • Lead strategic client onboarding initiatives and ensure smooth transitions for new and existing clients to the Chase banking platform.
  • Analyze and resolve complex client onboarding issues while ensuring compliance with technical standards and policies.
  • Manage conflicts, foster collaboration, and build trust with clients and team members.
  • Drive continuous improvement in the operating platform using innovation and design thinking techniques.
  • Plan and organize the team's day-to-day work in accordance with professional procedures and organizational policy.
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