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JP Morgan Chase

Runs a consumer bank and an investment bank

Client Onboarding Implementation Senior Associate

Implementation & Technical Account ManagementConfirmed live in the last 24 hours
Full-timePlano, TX, USANo salary listed

About the Job

Requirements

  • At least 3 years of experience managing and executing strategic initiatives in a professional field.
  • Ability to lead client onboarding processes, particularly transitions to new banking platforms.
  • Proficiency in conflict management, including resolving conflicts and fostering collaboration in a professional setting.
  • Experience driving continuous improvement in operating platforms using innovation and design thinking techniques.
  • Proficiency in data and technology literacy, with willingness to understand and implement new and emerging technologies that affect the business.

Responsibilities

  • Lead strategic client onboarding initiatives and ensure smooth transitions for new and existing clients to the Chase banking platform.
  • Use client onboarding program management knowledge to analyze and resolve complex issues while ensuring compliance with technical standards and policies.
  • Use emotional intelligence and influence to manage conflicts, foster collaboration, and build trust with the team and clients.
  • Drive continuous improvement in the operating platform using innovation and design thinking techniques to improve efficiency and resilience.
  • Plan and organize the team's day-to-day work, ensuring progress follows established professional procedures and organizational policy.
  • Travel as needed (10%) to visit clients and internal partners.

Desired Qualifications

  • Use presentation skills to clearly communicate onboarding procedures and updates to clients and stakeholders.
  • Oversee project management activities to ensure timely and successful client onboarding.
  • Maintain anti-fraud awareness to safeguard the onboarding process against potential threats.
  • Foster digital literacy within the team to leverage technology in onboarding.
  • Implement cybersecurity measures to protect client data during onboarding.

About the Company

JP Morgan Chase

Runs a consumer bank and an investment bank

JPMorgan Chase runs the largest bank in the United States, which serves households and small businesses as Chase and large companies, governments, and investors as J.P. Morgan. During the 2008 financial crisis it bought the failing investment bank Bear Stearns and lender Washington Mutual, and in 2023 it took over First Republic Bank after regulators seized it. Chase takes deposits and earns interest on credit cards, mortgages, and car loans, while the investment side earns fees for advising on mergers, raising money for companies, trading stocks and bonds, and managing wealth. Formed in a 2000 merger, JPMorgan Chase traces its roots to 1799 and is based in New York City.

Company size
10,001+
Company stage
IPO
Headquarters
New York City, New York
Founded
1799

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