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Client Onboarding Implementation Senior Associate

JPMorgan Chase
Plano, USA
Full-time
Senior · 3+ years experience
Onsite
Discovered 1 weeks ago

Full Job Posting

Job 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.
  • 3+ 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.
  • 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.
  • Final Job Grade and officer title will be determined at time of offer and may differ from this posting.
  • Some travel required (10%) to visit clients and internal partners.
  • Please note this role is not eligible for employer immigration sponsorship.

Required qualifications, capabilities and skills

  • 3+ 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 qualifications, capabilities and skills

  • 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.
  • Final Job Grade and officer title will be determined at time of offer and may differ from this posting.
  • Some travel required (10%) to visit clients and internal partners.
  • Please note this role is not eligible for employer immigration sponsorship.

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