Client Onboarding Senior Associate

Job Description

Set the tone for a client’s first experience with us—and help them expand confidently into new markets. As a Client Onboarding Manager, you’ll lead end-to-end onboarding that includes account opening, cash management setup, and completion of required due diligence. You’ll act as a trusted advisor to clients and a project leader for banking and product partners, keeping work moving with clear plans, strong communication, and disciplined risk management. If you enjoy complex onboarding, relationship building, and driving progress across teams, this role offers meaningful global impact.

As a Client Onboarding Manager in the Global Corporate Banking Onboarding team, you will lead the end-to-end onboarding experience for corporate clients, including account opening, product setup, and completion of due diligence requirements. You will partner directly with clients, bankers, and product teams to define onboarding strategies, set expectations, and deliver on timelines using strong project management practices. You will help clients navigate onboarding as they expand internationally, while ensuring accuracy, policy adherence, and a strong control environment.

Job responsibilities

• Own the client onboarding experience as the single point of contact, ensuring client satisfaction throughout onboarding.
• Manage global account opening and standard product implementation requests across multiple entities and jurisdictions.
• Develop and execute implementation plans with clients and banking teams, setting clear expectations and timelines.
• Coordinate communications, status updates, and issue resolution with clients and internal partners.
• Support sales and banking teams in pitches and requests for proposals to help drive business growth.
• Provide subject matter expertise on international regulatory requirements, documentation, products, and services.
• Partner with transformation and product teams to perform user testing and platform enhancement testing for internal tools.
• Prioritize daily workload to maximize productivity and meet deadlines in a fast-paced environment.
• Train junior team members and support their development in onboarding activities.
• Improve onboarding procedures through process improvement initiatives that enhance efficiency and client experience.
  
  

Required Qualifications, Capabilities, And Skills

• Have 8 years of experience in operations, project management, accounting, technology, analytics, training, or process improvement, with exposure to client interactions.
• Demonstrate ability to work effectively with cross-functional teams in a fast-paced, dynamic environment.
• Demonstrate excellent written and verbal communication skills.
• Demonstrate strong attention to detail to ensure accuracy and compliance with policies.
• Demonstrate strong time management skills, including ability to prioritize tasks and meet deadlines.
• Demonstrate strong analytical and problem-solving skills with a focus on client service and satisfaction.
• Demonstrate ability to identify and mitigate potential risks.
• Demonstrate ability to learn and adapt to new technologies, with proficiency in Microsoft Word, Excel, and PowerPoint.
• Demonstrate professionalism and integrity in all interactions.
• Demonstrate a continuous improvement mindset, including identifying opportunities for process enhancement and innovation.
  
  

Preferred Qualifications, Capabilities And Skills

• Demonstrate experience planning, executing, and overseeing projects, including participation in process improvement initiatives.
• Demonstrate familiarity with project tracking tools used to monitor progress and changes.
• Demonstrate experience using project management or design tools and openness to learning new systems.
• Demonstrate hands-on experience with automation or artificial intelligence tools (for example, Alteryx, UiPath, or Copilot).
• Demonstrate familiarity with coding languages such as Python or JavaScript.
• Demonstrate experience building websites or interest in web technologies.
  
  

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 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.

About The Team

J.P. Morgans Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.

Global Investment Banking supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise.

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