Client Onboarding Implementation Senior Associate

JPMorgan Chase & Co.•Charlotte, NC

About The Position

As a Client Onboarding Implementation Senior Associate at JPMorgan Chase, you will lead and execute strategic initiatives that help new and existing clients transition to the Chase banking platform. You will use client onboarding project management expertise to analyze and resolve problems, make informed decisions, and ensure compliance with technical standards, policies, and procedures. The role involves influencing and persuading others, managing conflict, fostering collaboration, and building strong relationships with clients and colleagues. You will help improve the operating platform through innovation and design thinking, with a focus on efficiency and resilience. You will also plan and organize the team's day-to-day work and ensure progress within established procedures and organizational policy. The position requires some travel (10%) to visit clients and internal partners and 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 this posting.

Requirements

  • 3+ years 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, 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 for clearly communicating onboarding procedures and updates to clients and stakeholders.
  • Experience overseeing project management activities to ensure timely and successful client onboarding.
  • Anti-fraud awareness to safeguard onboarding processes against potential threats.
  • Ability to foster digital literacy within a team.
  • Ability to implement cybersecurity measures that protect client data during onboarding.

Responsibilities

  • Lead strategic client onboarding initiatives and guide new and existing clients through transition to the Chase banking platform.
  • Analyze and resolve complex onboarding issues while ensuring compliance with technical standards and policies.
  • 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 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 anti-fraud awareness and implement cybersecurity measures to protect client data during onboarding.
  • Foster digital literacy within the team to make effective use of technology in onboarding.

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.
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