Workplace Solutions - Implementations Associate

Client Onboarding Specialist

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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans