Client Onboarding Associate

About the Role

As an Associate within the Global Banking Middle Office group, you will lead the coordination of treasury product implementation activities and related documentation. You will partner closely with implementation consultants, international onboarding leads, and clients to manage timelines, controls, and stakeholder expectations. You will guide the team's delivery and continuous improvement agenda to support consistent, well-controlled client outcomes.

Key Responsibilities

• 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

Requirements & Tech Stack

• 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.

About Us

JPMorgan Chase, 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.

About The Team

J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.