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JPMorganChase · 1 day ago

Implementations Client Onboarding - Senior Associate

Charlotte, NC

Full-time

Hybrid

Mid Level

$75K/yr - $107K/yr

3+ years exp

JPMorganChase is one of the oldest financial institutions, offering innovative financial solutions globally. They are seeking a Client Onboarding Associate to lead strategic initiatives in client onboarding, ensuring a smooth transition to the Chase banking platform while driving continuous improvement and fostering strong client relationships.

Asset ManagementBankingFinancial Services

Growth Opportunities

No H1B

Responsibilities

Lead the execution of strategic initiatives in client onboarding, ensuring a smooth transition for new and existing clients to the Chase banking platform

Utilize broad knowledge in client onboarding program management to analyze and resolve complex issues, ensuring compliance with technical standards and policies

Leverage emotional intelligence and influence to manage conflicts, foster collaboration, and develop trust within the team and with clients

Drive continuous improvement in our operating platform, using innovation and design thinking techniques to enhance efficiency and resilience

Plan and organize the day-to-day work of the team, ensuring progress within established professional procedures and organization policy

Qualification

Client onboarding managementContinuous improvementProject managementDataTech literacyConflict managementDigital literacyCybersecurity measuresPresentation skills

Required

Demonstrated ability to manage and execute strategic initiatives effectively in a professional setting, with skills equivalent to 3+ years of experience

Proven ability to lead client onboarding processes, with a focus on transitioning clients to new banking platforms

Demonstrated proficiency in conflict management, with a track record of resolving conflicts and fostering collaboration in a professional setting

Experience in driving continuous improvement in operating platforms, using innovation and design thinking techniques

Proficiency in data and tech literacy, with a willingness to understand and implement new/emerging technologies that impact business

Preferred

Skilled in delivering clear presentations to effectively communicate onboarding procedures and updates to clients and stakeholders

Proficient in managing projects to ensure timely and successful client onboarding while maintaining anti-fraud awareness

Adept at fostering digital literacy within the team to enhance technology use in the onboarding process

Experienced in implementing cybersecurity measures to protect client data during onboarding

Benefits

Comprehensive health care coverage

On-site health and wellness centers

A retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Company

JPMorganChase

Glassdoor4.0

With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.

Founded in 2000

New York, New York, USA

10001+ employees