Description

Join our Workplace Solutions Implementation team as a Client Onboarding Specialist, where you will serve as a primary point of contact for new clients, guiding them through each step of the onboarding process to ensure a seamless transition to our services. In this role, you will collaborate with diverse stakeholders to deliver high-quality client implementations in a dynamic and innovative environment. As part of a leading global financial institution, you will have the opportunity to make a meaningful impact while advancing your career and professional development. Success in this position relies on your strong communication, project management, and organizational skills.

Job Responsibilities

• Guide New Clients Through the Onboarding Process:
  Serve as the primary contact for clients, ensuring a smooth and efficient transition to the company's products or services.
• Coordinate Across Internal Teams:
  Collaborate across departments to deliver a seamless onboarding experience based on client project requirements.
• Manage Documentation and Data Collection:
  Collect, review, and process all necessary client documentation and data, ensuring accuracy and compliance with internal and regulatory requirements.
• Resolve Client Issues and Provide Solutions:
  Address client questions and challenges promptly, using problem-solving skills to deliver effective solutions and maintain client satisfaction.
• Maintain and Improve Onboarding Processes:
  Continuously evaluate and enhance onboarding procedures, identifying opportunities for greater efficiency and improved client experience.

Required Qualifications, Capabilities, and Skills

• Excellent Communication Skills:
  Ability to clearly and professionally interact with clients and internal teams, both verbally and in writing.
• Organizational Skills:
  Strong attention to detail and ability to manage multiple onboarding projects and tasks simultaneously.
• Critical Thinking and Problem Solving:
  Aptitude for analyzing situations, identifying issues, and developing effective solutions quickly.
• Project Management:
  Capability to coordinate timelines, resources, and stakeholders to ensure successful client onboarding.
• Customer Service Orientation:
  Commitment to delivering a positive client experience and building strong relationships.
• Adaptability and Desire to Learn:
  Willingness to embrace new challenges, learn new systems, and adjust to evolving client needs and business processes.
• Excellent Computer Proficiency:
  Advanced knowledge of Microsoft Excel and Word, with the ability to efficiently manage and analyze data.
• Proactive Approach:
  Takes initiative to anticipate client needs and address potential issues before they arise.
• Ability to Prioritize and Meet Tight Deadlines:
  Skilled at managing multiple tasks and projects, ensuring timely completion in a fast-paced environment.

Preferred Qualifications, Capabilities, and Skills

• Bachelor's degree in Business/Finance or equivalent experience preferred.
• Experience in Equity Compensation, Fintech, or similar industry desirable but not required.

About Us

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

About the Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.