Lead treasury and banking product implementations for new and existing clients transitioning to the Chase banking platform, coordinating onboarding initiatives and resolving complex issues. Organize team work, maintain compliance, build client and stakeholder trust, and improve onboarding processes and operating platforms.
Requirements overview
Requires at least one year of equivalent experience managing strategic initiatives, leading client onboarding, resolving conflicts, and driving continuous improvement using innovation and design thinking. Candidates should also have data and technology literacy and be willing to learn and implement emerging technologies; presentation, project management, anti-fraud awareness, digital literacy, and cybersecurity experience are preferred.
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.
We serve millions of customers and many of the world’s most prominent corporate, institutional, and government clients daily, managing assets and investments, offering business advice and strategies, and providing innovative banking solutions and services.
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JPMorgan Chase & Co. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
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Description
Embark on a rewarding journey as a Client Onboarding Associate at JPMorganChase,
where you'll lead the charge in delivering exceptional treasury and banking
product implementations. Utilize your project management skills to create
seamless onboarding experiences, build strong client relationships, and drive
satisfaction from the very first interaction. Join a diverse and innovative
team, and unlock endless opportunities for personal and professional growth in a
dynamic global environment.
As a Client Onboarding Implementation Associate within JPMorganChase, you will
play a pivotal role in leading and executing strategic initiatives that support
our business. Your expertise in client onboarding project management will be
crucial in guiding new and existing clients through the transition to the Chase
banking platform. You will leverage your broad understanding of this
professional field to analyze and solve problems, make informed decisions, and
ensure compliance with our policies. Your ability to influence and persuade
others, coupled with your emotional intelligence, will be key in managing
conflicts and fostering collaboration. You will also be expected to continually
challenge and improve our operating platform, demonstrating your commitment to
continuous improvement. Your role will have a significant impact on our
department, and your decisions will shape our short-term outcomes.
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.
Required qualifications, capabilities, and skills
* Demonstrated ability to manage and execute strategic initiatives effectively
in a professional setting, with skills equivalent to at least 1 year 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 qualifications, capabilities, and skills
* 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.
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.
This position is subject to Section 19 of the Federal Deposit Insurance Act. As
such, an employment offer for this position is contingent on JPMorganChase’s
review of criminal conviction history, including pretrial diversions or program
entries.
JPMorganChase, one of the oldest financial institutions, offers innovative
financial solutions to millions of consumers, small businesses and many of the
world’s most prominent corporate, institutional and government clients under the
J.P. Morgan and Chase brands. Our history spans over 200 years and today we are
a leader in investment banking, consumer and small business banking, commercial
banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined
based on the role, experience, skill set and location. Those in eligible roles
may receive commission-based pay and/or discretionary incentive compensation,
paid in the form of cash and/or forfeitable equity, awarded in recognition of
individual achievements and contributions. We also offer a range of benefits and
programs to meet employee needs, based on eligibility. These benefits include
comprehensive health care coverage, on-site health and wellness centers, a
retirement savings plan, backup childcare, tuition reimbursement, mental health
support, financial coaching and more. Additional details about total
compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring
to our global workforce are directly linked to our success. We are an equal
opportunity employer and place a high value on diversity and inclusion at our
company. We do not discriminate on the basis of any protected attribute,
including race, religion, color, national origin, gender, sexual orientation,
gender identity, gender expression, age, marital or veteran status, pregnancy or
disability, or any other basis protected under applicable law. We also make
reasonable accommodations for applicants’ and employees’ religious practices and
beliefs, as well as mental health or physical disability needs. Visit our FAQs
[https://careers.jpmorgan.com/us/en/how-we-hire/faqs] for more information about
requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including
Disability/Veterans
J.P. Morgan’s Commercial & Investment Bank is a global leader across banking,
markets, securities services and payments. Corporations, governments and
institutions throughout the world entrust us with their business in more than
100 countries. The Commercial & Investment Bank provides strategic advice,
raises capital, manages risk and extends liquidity in markets around the world.