Talent.com
Implementation Client Onboarding - Senior Associate
Implementation Client Onboarding - Senior AssociateJPMorgan Chase • Plano, TX, US
Implementation Client Onboarding - Senior Associate

Implementation Client Onboarding - Senior Associate

JPMorgan Chase • Plano, TX, US
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Client Onboarding Associate

Embark on a rewarding journey as a Client Onboarding Associate at JPMorganChase, where you'll lead the charge in delivering exceptional treasury and banking product implementations. Utilize your project management skills to create seamless onboarding experiences, build strong client relationships, and drive satisfaction from the very first interaction. Join a diverse and innovative team, and unlock endless opportunities for personal and professional growth in a dynamic global environment.

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.

Required qualifications, capabilities, and skills

  • 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.

    • Preferred qualifications, capabilities, and skills

  • 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.
    • [job_alerts.create_a_job]

    Implementation Client Onboarding Senior Associate • Plano, TX, US

    [internal_linking.similar_jobs]
    Client Onboarding Specialist

    Client Onboarding Specialist

    Fisher Investments • Melissa, TX, United States
    [job_card.full_time]
    Are you a financial advisor looking to focus on client engagement rather than cold calling? If you want to thrive in a dynamic service and sales position, consider joining Fisher Investments, a pre...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Associate, Client Services

    Associate, Client Services

    Third Bridge • Dallas, TX, US
    [job_card.full_time]
    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]
    [last_updated.last_updated_30] • [promoted]
    Client Onboarding & Institutional Ops Associate

    Client Onboarding & Institutional Ops Associate

    Goldman Sachs Group, Inc. • Dallas, TX, US
    [job_card.full_time]
    A leading global financial institution is seeking an Associate for Asset & Wealth Management Operations in Dallas.The role involves overseeing client onboarding and managing operational risks assoc...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Transaction Advisory Services Senior Associate

    Transaction Advisory Services Senior Associate

    Weaver • Dallas, TX, US
    [job_card.full_time]
    Transaction Advisory Services Senior Associate.Weaver is a full-service national accounting, advisory, and consulting firm with opportunities for professionals in many different fields.We seek to b...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Incentive Compensation Product Delivery, Senior Associate

    Incentive Compensation Product Delivery, Senior Associate

    Chase • Plano, TX, US
    [job_card.full_time]
    Senior Incentive Compensation Product Delivery Associate.We are seeking a highly skilled Senior Incentive Compensation Product Delivery Associate to join the team! As a Senior Incentive Compensatio...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Associate Clinical Oncology Specialist

    Associate Clinical Oncology Specialist

    Natera • Dallas, TX, United States
    [job_card.full_time]
    The designated territory for this role covers the Dallas East territory.Associate Clinical Oncology Specialist (ACOS).The role includes ensuring patients adherence to the prescribed test cadence wi...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Global Banking & Markets -Transaction Banking Operations & Client Implementation -Dallas -Associate

    Global Banking & Markets -Transaction Banking Operations & Client Implementation -Dallas -Associate

    Goldman Sachs • Dallas, TX, US
    [job_card.full_time]
    TRANSACTION BANKING OPERATIONS is part of Transaction Banking within the Global Banking & Markets Division, comprised of the following primary functions : enabling Sales during pre-sales and go-live...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Associate Partner : Cloud Migration & Modernization GTM Lead

    Associate Partner : Cloud Migration & Modernization GTM Lead

    IBM Computing • Dallas, TX, United States
    [job_card.full_time]
    A leading technology firm is seeking an Associate Partner for Cloud Migration and Modernization Services in Dallas, Texas. In this strategic role, you will advise clients on innovative cloud solutio...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Client Services Associate

    Client Services Associate

    TradeJobsWorkforce • 75251 Dallas, TX, US
    [job_card.full_time]
    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]
    [last_updated.last_updated_30] • [promoted]
    Client Services Associate- (January 2026 Start)

    Client Services Associate- (January 2026 Start)

    Third Bridge Group Limited • Dallas, TX, US
    [job_card.full_time]
    Client Services Associate - January 2026 Start.Third Bridge provides expert research services to the biggest private equity funds, consulting firms, credit, and public equity funds across all regio...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Client Service Associate

    Client Service Associate

    Boutique Recruiting • Dallas, TX, US
    [job_card.full_time]
    An independent wealth management and investment advisory firm is hiring a seasoned Client Service Associate to step into a critical, high-impact role supporting the firm's largest and most complex ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Relationship Associate I

    Relationship Associate I

    Woodforest National Bank • Frisco, TX, United States
    [job_card.full_time]
    Take the next step toward your new career today!.Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation.Woodf...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Tax Senior Associate - Private Client Services

    Tax Senior Associate - Private Client Services

    EisnerAmper • Dallas, TX, United States
    [job_card.full_time]
    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasone...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    J.P. Morgan Advisors - Senior Client Service Associate - Dallas, TX

    J.P. Morgan Advisors - Senior Client Service Associate - Dallas, TX

    Dallas Staffing • Dallas, TX, US
    [job_card.full_time]
    The Client Service Associate is the primary point of contact for all deposit account service-related needs of a J.This role is responsible for establishing, maintaining, and building client relatio...[show_more]
    [last_updated.last_updated_1_hour] • [promoted] • [new]
    Global Banking & Markets Operations - Dallas - Associate - Client Services Dallas Associate

    Global Banking & Markets Operations - Dallas - Associate - Client Services Dallas Associate

    Goldman Sachs Bank AG • Dallas, TX, US
    [job_card.full_time]
    Global Banking & Markets Operations - Dallas - Associate - Client Services location_on Dallas, Texas, United States.At Goldman Sachs, we connect people, capital and ideas to help solve problems for...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Senior Analyst / Associate / Manager

    Senior Analyst / Associate / Manager

    Kaav • Plano, TX, US
    [job_card.full_time]
    Senior Analyst / Associate / Manager, Trade Receivable Securitization.Location : Fully Remote (with travel) Travel to borrower locations within the U.[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Client Success Associate - 100% Commission | Dallas, TX (CSP-1020)

    Client Success Associate - 100% Commission | Dallas, TX (CSP-1020)

    Strickland Group LLC • Dallas, TX, US
    [job_card.full_time] +1
    About the Company The Strickland Group is a fast-growing, family-driven financial services organization built on integrity, vision, and long-term impact. Our mission is simple : serve people well and...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Client Relationship Associate

    Client Relationship Associate

    R&R Human Resources Solutions • Plano, TX, US
    [job_card.full_time]
    Atlas Advisory Group, a boutique wealth management firm, located in Plano, TX, is seeking a Client Relationship Associate to assist in our mission of helping clients achieve their financial goals.T...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]