Client Onboarding Implementation Senior Associate

JPMorganChase • Charlotte, NC

1d

About The Position

As a Client Onboarding Implementation Senior Associate at JPMorgan Chase, you will lead and execute strategic initiatives that support the business by guiding new and existing clients through their transition to the Chase banking platform. You will use your client onboarding project management expertise to analyze and solve problems, make informed decisions, and ensure compliance with technical standards and company policies.

The role requires influencing and persuading others, using emotional intelligence to manage conflicts, and fostering collaboration and trust with colleagues and clients. You will also challenge and improve the operating platform through innovation and design thinking, with a focus on efficiency and resilience. You will plan and organize the team's day-to-day work and ensure progress follows professional procedures and organizational policy. The role includes approximately 10% travel to visit clients and internal partners. Employer immigration sponsorship is not available.

Requirements

• At least 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 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 clearly communicate onboarding procedures and updates to clients and stakeholders.
• Project management experience overseeing timely and successful client onboarding.
• Anti-fraud awareness to safeguard onboarding against potential threats.
• Ability to foster digital literacy within a team.
• Knowledge of cybersecurity measures to protect client data during onboarding.

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 team members 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 follows established professional procedures and organizational policy.
• Use presentation skills to 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 the onboarding process and client data.
• Foster digital literacy within the team to leverage technology in onboarding.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed