Client Onboarding Associate
JPMorgan Chase · Posted Oct 29
Global banking, investment, credit card, mortgage, and asset management services
Get a personal compatibility score
Add a resume for personal matches
About the role
The Global Banking Middle Office group supports treasury product implementations and client onboarding for banking clients globally. The team coordinates implementation consultants, international onboarding leads, and clients to deliver well-controlled account opening and product documentation. This role leads end-to-end implementation coordination, documentation review and storage, exception and process-gap remediation, and people/resource management within the team.
What you will do
- Lead people and resource management activities, including development, skill pipeline tracking, and training program execution
- Coordinate end-to-end product implementation activities with implementation consultants, international onboarding leads, and clients
- Establish clear timelines, documentation requirements, and cycle time expectations across onboarding deliverables
- Review account opening and product-related documentation for completeness and alignment to requirements
- Validate documentation inputs and supporting evidence prior to approval and storage
- Maintain organized storage and retrieval of approved account opening and product-related documents
- Identify process gaps and exceptions across implementation workflows and documentation standards
- Recommend practical solutions to improve procedures, reduce rework, and strengthen controls
- Manage stakeholder engagement with a strong focus on client satisfaction and timely delivery
- Drive organizational change initiatives and business controls management activities within the team’s scope
- Champion strategic business initiatives by aligning priorities, coordinating delivery, and escalating risks appropriately
Skills used in this role
What the employer is looking for
- Demonstrate functional experience across end-to-end banking and financial services, including client service, operations sales, portfolio management, or implementation functions
- Communicate clearly through exceptional verbal and written communication skills
- Apply strong problem-solving, time management, and thought leadership behaviors in day-to-day execution
- Exhibit strong interpersonal skills and relationship-building capability across internal and external stakeholders
- Use Microsoft Office applications effectively to manage documentation, reporting, and communication needs
- Navigate organizational structures using formal and informal networking skills
Preferred qualifications
- Evidence knowledge of banking treasury products and awareness of regulatory and compliance environments
- Utilize reporting and visualization tools such as Tableau, Qlik Sense, and dashboarding platforms
- Leverage SharePoint to enable collaboration and workflow management
- Demonstrate experience in cash management and treasury services products
- Hold relevant industry certifications such as Certified Treasury Professional or Project Management Institute credentials
- Demonstrate developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes.
Benefits and support
- Compensation and benefits are detailed in the job posting
About JPMorgan Chase
JPMorgan Chase & Co. is one of the oldest, largest, and most diversified financial services institutions in the world. Operating globally through the J.P. Morgan and Chase brands, the firm provides a comprehensive range of financial solutions including investment banking, consumer and commercial banking, transaction processing, and asset management. Serving millions of consumers and many of the world's most prominent corporate, institutional, and government clients, the company combines deep market expertise with extensive technological investments.
- Industry
- Banking
- Company size
- 320000+ employees
- Founded
- 1799
- Location
- New York, New York, USA
- Funding stage
- Public Company
Leadership
Chairman and Chief Executive Officer
Chief Financial Officer
Chief Operating Officer
Global Chief Information Officer
CEO, Asset & Wealth Management
Recent coverage
JPMorgan Chase Newsroom
One year in, JPMorganChase's Security and Resiliency Initiative is helping to strengthen industries critical to long-term economic growth2026-10-19
JPMorgan Chase Newsroom
JPMorganChase expands at 2400 Market Street, bringing Philadelphia employees together, plans to add over 150 local jobs2026-10-13
JPMorgan Chase Newsroom
JPMorganChase reports second-quarter 2026 net income of $21.2 billion, or $7.70 per share2026-07-14
Philadelphia Business Journal
Why JPMorgan chose 2400 Market for its new Philadelphia office2026-10-26