Client Onboarding Implementation Manager Senior Associate
About The Position
As a Client Onboarding Implementation Senior Associate at JPMorgan Chase, you will lead and execute strategic client-onboarding initiatives for treasury and banking products. You will guide new and existing clients through their transition to the Chase banking platform, manage onboarding projects, and build effective relationships with clients and internal partners. The role requires applying professional expertise to analyze and resolve problems, make informed decisions, ensure compliance with policies and technical standards, manage conflicts, and foster collaboration. You will also improve the operating platform through innovation and design thinking and organize the team's day-to-day work. 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 3 years of experience managing and executing strategic initiatives in a professional field.
- 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 professional collaboration.
- 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 for communicating onboarding procedures and updates to clients and stakeholders.
- Experience overseeing project-management activities for timely and successful client onboarding.
- Anti-fraud awareness relevant to protecting the onboarding process.
- Ability to foster digital literacy and leverage technology in onboarding.
- Knowledge or experience implementing cybersecurity measures to protect client data.
- Experience with AI-powered analytics, workflow automation, or intelligent process tools to improve efficiency, reduce manual effort, or increase accuracy.
Responsibilities
- Lead strategic client-onboarding initiatives and support smooth transitions for new and existing clients to the Chase banking platform.
- Use client-onboarding program management knowledge to analyze and resolve complex issues and ensure compliance with technical standards and policies.
- Manage conflicts, foster collaboration, and develop trust with team members and clients.
- Drive continuous improvement of the operating platform using innovation and design-thinking techniques.
- Plan and organize the team's day-to-day work and ensure progress within established 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 awareness of anti-fraud risks and safeguard the onboarding process.
- Foster digital literacy within the team and use technology in onboarding.
- Implement cybersecurity measures to protect client data during onboarding.
- Use AI-powered analytics, workflow automation, or intelligent process tools to improve operational efficiency, reduce manual effort, or increase accuracy.
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.
- Additional benefits and programs based on eligibility.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
