
at J.P. Morgan
Bulge Bracket Investment BanksPosted 6 days ago
No clicks
**Client Onboarding Implementation Senior Associate** at JPMorganChase in Plano, TX, leads new banking platform transitions. Manage strategic initiatives, resolve complex issues, and foster collaboration. Enhance efficiencies through design thinking and innovation. 3+ years' experience in client onboarding project management required. Data and tech literacy, conflict management, and continuous improvement skills essential. Drive client satisfaction and platform enhancements.
- Compensation
- Not specified USD
- City
- Not specified
- Country
- United States
Currency: $ (USD)
Full Job Description
Location: Plano, TX, United States
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.
- 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.
- 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.




