Client Solutions - Client Onboarding AssociateChase • Plano, TX, US
Client Solutions - Client Onboarding Associate
Chase • Plano, TX, US
[job_card.variable_days_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]Execute project plans with robust governance and reporting. Actively mitigate and manage project risk by coordinating timely resolution of issues. Scope containment and change management. Manage and motivate virtual teams across multiple locations and disciplines. Execute post-implementation reviews to continually improve practices. Prioritize, track, and report on all projects in the pipeline. Ensure compliance with all controls and procedures. Own all project communication to internal and external stakeholders. Deliver high levels of internal and external client satisfaction. Identify potential tactical and strategic improvements to implementation processes. Proactively drive internal team and department-wide initiatives as agreed upon. Project management skills. Client-facing skills. Highly structured and methodical in execution. Clear, articulate, and concise verbal and written communication. Strong presentation skills. Proven ability to influence and work collaboratively with multiple internal disciplines (sales, operations, technology, product management). Keen eye for identifying and resolving risks. Ability to systematically remove ambiguity from projects. Work well in an evolving environment. Bachelor's degree. 3-5 years in Financial Services, particularly Securities Servicing Industry. 2+ years in a client-facing support role or commensurate experience. Working knowledge of multiple Securities Services products such as Custody, Fund Accounting, Fund Admin, Hedge Funds Servicing, Investment Analytics, Compliance, ETFs, IMOS, Private Equity and Real Estate Services, Securities Lending, Trading Services, and Data Analytics.
Client Solutions Project Coordinator
Join a dynamic team at JPMorgan Chase, where your project coordination skills will help deliver innovative solutions for a diverse client base in Securities Services. Be part of a global organization that values collaboration, excellence, and client impact.
As a Client Solutions Project Coordinator, you will play a key role in supporting project managers with scheduling, documentation, and core project tasks. You will work closely with clients, managing their day-to-day business interactions with JPMorgan's Commercial & Investment Bank. You will support both new and incremental client events for Securities Services, serving a wide range of clients including Asset Managers, Hedge Funds, Private Equity Funds, Pension Funds, Government Sponsored Enterprises, Banks, Broker Dealers, and Insurance Companies. Your work will span all Securities Services products, from single product implementations to complex, multi-entity deals.
Job Responsibilities
- Coordinate the requirements gathering process.
- Ensure fund manager requirements are understood and collaborate with internal partners to design, document, and secure sign-off on scope and solutions.
- Support project activities including :
Develop and manage project delivery plans.
Required Qualifications, Capabilities, and Skills
Preferred Qualifications, Capabilities, and Skills
[job_alerts.create_a_job]
Client Solutions Client Onboarding Associate • Plano, TX, US
[internal_linking.similar_jobs]
March, May, June, July, September, October, November 2026.If you’re competitive, a confident communicator, both on the phone and in person, and.
Third Bridge could be your next big move.Since ...[show_more]
We’re supporting a major financial services provider in hiring an Onboarding Analyst to sit within their Managed Services team, working closely with an Investment Management firm.This role is centr...[show_more]
Monet Bank is pioneering the future of banking and money movementfaster, cheaper, and crypto-native.At our core, we believe Monet Bank is the essential bridge to pioneering the future of banking an...[show_more]
Client Relationship Associate to assist in our mission of helping clients achieve their financial goals.This is your chance to play a key role in the future success of our fast-growing organization...[show_more]
Monet Bank is pioneering the future of banking and money movement—faster, cheaper, and crypto-native.At our core, we believe Monet Bank is the essential bridge to pioneering the future of ban...[show_more]
We are looking for someone who thrives in a welcoming, customer service-oriented environment with.If you enjoy building strong relationships with clients, then look no further and apply today!.Seas...[show_more]
In addition to the daily responsibilities of an Account Executive, the Operations Lead will be the liaison between the Operations Manager and members of his or her team.
As the point person on the t...[show_more]
Job Description Job Description Client Support Associate Location : Richardson, Texas Job Type : Full-Time Schedule : 8-10-hour shifts, including evenings, weekends, and holidays as needed • Biling...[show_more]
As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including : respond to customer inquiries via phone & in person.Finance to provide...[show_more]
Job Description Job Description Associate Full-Time | In-Person | Dallas, TX About Driftmark Capital We're hiring a client-facing Associate at Driftmark Capital.
We're a dynamic, fast-growing priv...[show_more]
Associate, Client Processing II.At BNY, our culture allows us to run our company better and enables employees' growth and success.
As a leading global financial services company at the heart of the ...[show_more]
At Alpine Legacy Group, we believe in people — their stories, their goals, and their potential.We help protect families, nurture leaders, and build meaningful careers grounded in integrity, g...[show_more]
A company is looking for a Senior Manager, Project Management, Client Onboarding (Remote).Key Responsibilities Lead and coach Managers and their onboarding teams across multiple portfolios Own c...[show_more]
As a Client Service Associate, you will have the opportunity to positively impact the lives of our clients by cultivating and enhancing new and existing client relationships.Through proactive and s...[show_more]
Are you passionate about making a difference in people's lives? As an.Associate Client Relationship Consultant.This position offers the opportunity to build meaningful relationships, deliver except...[show_more]
Savills is an organization full of extraordinary individuals.Brilliant people who are driven to succeed, hungry to remain at the forefront of their specialties, and eager to propel themselves, our ...[show_more]
Retirement Planners of America (RPOA) is a Dallas-based wealth management and investment firm with over $3.RPOA has 14 offices in Texas, Arizona, California, and Oklahoma.The firm's financial a...[show_more]
Associate Client Relationship Consultant.What You'll Do : Are you passionate about making a difference in people's lives? As an Associate Client Relationship Consultant, you'll play a key role in dr...[show_more]
Associate, Client Services
Third Bridge • Dallas, TX, US
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Client Onboarding Analyst
G MASS • Dallas, TX, US
[job_card.permanent] +1
[filters_job_card.quick_apply]
[last_updated.last_updated_30]
Client Services Associate (for Monet Bank)
Beal Bank USA • Plano, TX, US
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Client Relationship Associate
R&R Human Resources Solutions • Plano, TX, US
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Client Services Associate (for Monet Bank)
Monet Bank • Plano, TX, US
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Client Support Associate
Jackson Hewitt - FNY • Dallas, TX, US
[job_card.full_time] +1
[last_updated.last_updated_variable_days] • [promoted]
Client Operations Lead
Echo Global Logistics • Dallas, TX, United States
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Client Support Associate
MAS Law Firm • Richardson, Texas, US
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Client Services Associate
TradeJobsWorkforce • 75251 Dallas, TX, US
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Client Associate
Driftmark Capital • Dallas, Texas, US
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Associate, Client Processing II
The Bank of New York Mellon • Dallas, TX, US
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Client Consultant
Alpine Legacy Group • Rowlett, TX, US
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Senior Manager, Client Onboarding
VirtualVocations • Plano, Texas, United States
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Client Service Associate
Tolleson Wealth Management • Dallas, TX, US
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Associate Client Relationship Consultant - Group Benefits (Dallas or Houston)
Principal Financial Group • Addison, TX, United States
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Client Services Associate
Savills North America • Dallas, TX, United States
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Client Service Associate
RPOA Advisors Inc • Plano, TX, US
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Associate Client Relationship Consultant - Group Benefits (Dallas or Houston)
Principle • Addison, TX, US
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]