Client Onboarding Associate

2 weeks ago

Plano, United States JPMorgan Chase Full time

Own our Client's Onboarding experience end to end The Chase Connect Solutions Client Onboarding Specialist role is unique within the Commercial Bank Treasury Onboarding. More than a project manager, you are responsible for all facets of client onboarding, from documentation on through delivery of product training.

As a Chase Connect Onboarding Associate within the Commercial Bank you will own all aspects of or client onboarding process, from documentation, execution through training. Use your project management skills in a client facing role during our client's move to the Chase Banking platform.

**Job Responsibilities**

+ Identify, implement, and lead innovative client onboarding solutions focused on end-to-end ownership of the client experience

+ Provide subject matter expertise for implementations, products and services, and training requirements to external clients and internal stakeholders

+ Lead collaborative dialogue with the client, sales team, and subject matter experts to ensure the best possible client onboarding experience

+ Manage client relationships and partner with the sales team to present and communicate to clients

+ Leverage technology and promote digital adoption to exceed client expectations

+ Maintain controls agenda to ensure policies and procedures serve the client and protect the firm

**Required Qualifications, Capabilities and Skills**

+ 5+ years of client consulting, training, or financial services experience

+ Previous experience adapting to a fast-paced, changing, dynamic, client-facing work environment while driving results

+ Excellent interpersonal, influencing, communication, and partnership skills

+ Ability to anticipate, analyze, and synthesize data and provide holistic insights through effective story telling

+ Strong business acumen with an expert level proficiency in Microsoft Office Suite

+ Demonstrated experience structuring and managing projects a plus

**Preferred Qualifications, Capabilities and Skills**

+ Teaching or training background a plus

+ Passion for learning new operating models, technologies, and industry trends

+ Bachelor of Science or Business Administration Degree

+ PMP or other Project management Certifications

+ Ability to provide quantifiable management reporting

**Joining our diverse and innovative global organization will provide you with endless opportunities for career and personal growth.**

+ Become a part of our many Business Resource Groups, employees who come together on topics such as ethnicity, gender, age, accessibility, special interests and more

+ Help the community through expansive volunteer opportunities

+ Join one of our focus groups aimed at Innovation and Transformation, creating the future experience for our clients and employees

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.

JPMorgan Chase & Co., 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. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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 for more information about requesting an accommodation.

JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans

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