Join our dynamic team as a Client Onbaording Associate and become a vital part of our mission to elevate client experiences.

As a Client Onboarding Associate within JPMorganChase, you will play a pivotal role in enhancing our client relationships by providing exceptional customer service and operational support. Your broad knowledge of banking principles and practices will be instrumental in addressing client inquiries, processing transactions, and troubleshooting complex issues. Your proficiency in strategic planning and change management will enable you to identify opportunities for improvement and drive initiatives that enhance service delivery. Your role will also involve liaising with various departments, ensuring compliance with technical standards and policies, and making decisions that have a direct impact on our departmental outcomes. Your ability to influence and manage internal stakeholders will be key in achieving our shared goals.

Job responsibilities

Deliver comprehensive client service by troubleshooting issues and protecting against financial and reputational damage.
Facilitate change management processes, ensuring strategic communications and mitigating stakeholder impact.
Advise clients using market product knowledge while maintaining awareness of industry practices.
Optimize service delivery by implementing process automation initiatives and building strong client relationships.
Monitor and resolve trade discrepancies, conducting root cause analysis and managing fails effectively.

Required qualifications, capabilities, and skills

Demonstrated proficiency in detecting and preventing fraudulent transactions to protect clients and the institution.
Ability to liaise with various departments to ensure compliance with technical standards and organizational policies.
Skilled in influencing and managing internal stakeholders to drive mutually beneficial outcomes and develop collaborative relationships.
Expertise in facilitating change management and strategic communication with strong negotiation and communication skills.
Proficiency in digital literacy and the implementation of emerging technologies.
Strong analytical, technical, and problem-solving skills with keen attention to detail.

Preferred qualifications, capabilities and skills

Capability to analyze processes and recommend improvements for quality and efficiency.
Skilled in driving continuous improvement initiatives to enhance client experiences.
Experience in client-facing roles across multiple business areas and functions.
Strong analytical, problem-solving, and decision-making skills for effective independent work.
Knowledge of the securities industry and back-office operations, with the ability to proactively identify areas for improvement.

JPMorganChase, 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. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of 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 & Co. is an Equal Opportunity Employer, including Disability/Veterans

Client Service Associate II

Key skills

About this role