Client Onboarding Implementation Senior Associate

JPMorganChase • Plano, TX

1d

About The Position

As a Client Onboarding Implementation Senior Associate at JPMorgan Chase, you will lead and execute strategic client onboarding initiatives, guiding new and existing clients through their transition to the Chase banking platform. You will use project management expertise to deliver effective onboarding experiences, build client relationships, and support client satisfaction.

The role involves analyzing and resolving complex issues, making informed decisions, and ensuring compliance with technical standards, policies, and procedures. You will use influence and emotional intelligence to manage conflicts, foster collaboration, and build trust with clients and colleagues. You will also identify opportunities to improve the operating platform through innovation and design thinking, and organize the team's day-to-day work to keep initiatives progressing.

The role requires approximately 10% travel to visit clients and internal partners. It 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 the posting.

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 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 and 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 activities to ensure timely and successful client onboarding.
• Anti-fraud awareness to help safeguard the onboarding process against potential threats.
• Ability to foster digital literacy within the team to leverage technology in onboarding.
• Knowledge of cybersecurity measures to protect client data during onboarding.
• Experience using AI-powered analytics, workflow automation, or intelligent process tools to improve efficiency, reduce manual effort, or increase accuracy in operational processes.

Responsibilities

• Lead strategic client onboarding initiatives and transition new and existing clients to the Chase banking platform.
• Analyze and resolve complex onboarding issues while ensuring compliance with technical standards, policies, and procedures.
• Manage conflicts, foster collaboration, and build trust within the team and with clients.
• 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, ensuring progress within established professional procedures and organizational policy.

What This Job Offers

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