Client Onboarding Implementation Associate

JPMorgan Chase & Co.•Charlotte, NC
•$64,600 - $87,500

About The Position

As a Client Onboarding Implementation Associate at JPMorgan Chase, you will lead and execute strategic initiatives that guide new and existing clients through the transition to the Chase banking platform. You will use client onboarding project management expertise to resolve problems, make informed decisions, and ensure compliance with technical standards and company policies. The role involves building trust and collaboration with clients and colleagues, managing conflicts, and improving the operating platform through innovation and design thinking. You will organize the team’s day-to-day work and help shape short-term departmental outcomes. Some travel is required (10%) to visit clients and internal partners. This role is not eligible for employer immigration sponsorship.

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

Responsibilities

  • Lead strategic client-onboarding initiatives and support smooth transitions to the Chase banking platform for new and existing clients.
  • Analyze and resolve complex onboarding issues while ensuring compliance with technical standards and policies.
  • Manage conflicts, foster collaboration, and build trust with clients and colleagues.
  • Drive continuous improvement of 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.

Benefits

  • Competitive total rewards package, including base salary and, for eligible roles, 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.
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service