Client Onboarding Implementation Manager Associate

JPMorgan Chase & Co.•Tampa, FL

About The Position

As a Client Onboarding Implementation Associate within JPMorgan Chase, you will lead and execute strategic initiatives supporting the business, guiding new and existing clients through their transition to the Chase banking platform. You will apply client onboarding project-management expertise to analyze and resolve issues, make informed decisions, and ensure compliance with policies and technical standards. The role involves influencing and collaborating with others, managing conflicts, and continuously improving the operating platform. You will plan and organize the team’s day-to-day work within established procedures and organizational policies. The position requires approximately 10% travel to visit clients and internal partners and 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 conflict-management ability, 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 communicate onboarding procedures and updates clearly 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 and use technology in onboarding.
  • Ability to implement 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 improve operational accuracy.

Responsibilities

  • Lead strategic client onboarding initiatives and ensure smooth transitions for new and existing clients to the Chase banking platform.
  • Analyze and resolve onboarding issues while ensuring compliance with technical standards and policies.
  • Manage conflicts, foster collaboration, and build trust with teammates and clients.
  • Drive continuous improvement of the operating platform using innovation and design-thinking techniques to improve efficiency and resilience.
  • Plan and organize the team’s day-to-day work and ensure progress within established 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.
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