Implementation Client Onboarding - Senior Associate
at J.P. Morgan
Posted 16 days ago
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Lead and manage client onboarding and treasury product implementations, guiding new and existing clients through the transition to the Chase banking platform. Execute strategic initiatives, resolve complex onboarding issues, ensure compliance with technical standards and policies, and drive continuous improvement of operating platforms. Use project management, conflict management, emotional intelligence and technology literacy to coordinate team activities and foster strong client relationships. Role is based in Charlotte, NC, requires some travel, and the position is not eligible for employer immigration sponsorship.
- Compensation
- Not specified
- City
- Charlotte
- Country
- United States
Currency: Not specified
Full Job Description
Location: Charlotte, NC, United States
As an Implementation Client Onboarding Senior Associate within Commercial & Investment Bank, 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.
- 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.
Final Job Grade and officer title will be determined at time of offer and may differ from this posting.
Some travel required to visit clients and internal partners.
Please note this role is not eligible for employer immigration sponsorship.
