JPMorganChase · 4 hours ago
Client Onboarding Implementation Associate
Charlotte, NC
Full-time
Onsite
Entry Level
1+ years expJPMorganChase is a leading financial institution offering innovative financial solutions. The Client Onboarding Implementation Associate will lead the execution of strategic initiatives in client onboarding, ensuring a smooth transition for clients to the Chase banking platform while driving continuous improvement and fostering collaboration.
Asset ManagementBankingFinancial Services
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
Required
1+ years of experience in managing and executing strategic initiatives in a professional field
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
Utilize presentation skills to clearly communicate onboarding procedures and updates to clients and stakeholders
Oversee project management activities to ensure timely and successful client onboarding
Maintain anti-fraud awareness to safeguard the onboarding process against potential threats
Foster digital literacy within the team to leverage technology in the onboarding process
Implement cybersecurity measures to protect client data during the onboarding process
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
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.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
Recent News
2026-01-23
2026-01-22
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