Client Onboarding Implementation Senior Associate

JPMorgan Chase & Co.•Plano, TX
•$75,050 - $107,000

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 and broad knowledge of client onboarding to solve problems, make informed decisions, ensure compliance with policies and technical standards, and deliver a strong client experience. You will help manage conflicts and foster collaboration through influence and emotional intelligence, while continually improving the operating platform through innovation and design thinking. The position also involves planning and organizing 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 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 ability, including resolving conflicts and fostering collaboration in a professional setting.
  • Experience driving continuous improvement in operating platforms using innovation and design thinking techniques.
  • Proficiency in 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.
  • Experience overseeing project management activities to achieve 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 and use technology in the onboarding process.
  • Ability to implement 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 support smooth transitions for new and existing clients to the Chase banking platform.
  • Use knowledge of client onboarding program management to analyze and resolve complex issues while ensuring compliance with technical standards and policies.
  • Manage conflicts, foster collaboration, and develop trust within the team and with clients.
  • Drive continuous improvement in the operating platform using innovation and design thinking techniques to enhance efficiency and resilience.
  • Plan and organize the team's day-to-day work in accordance with established procedures and organizational policy.

Benefits

  • Competitive total rewards package, with 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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