12 days old

Wealth Management Client Onboarding Associate

JPMorgan Chase & Co.
Plano, TX 75074
  • Job Code

Wealth Management Client Onboarding Associate

Req #: 190100403
Location: Plano, TX, US
Job Category: Operations
Potential Referral Amount: US Dollar (USD)



JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.


The Client Onboarding Associate will be required to partner closely with key business and operations teams, Compliance, Internal Audit, and senior management.  Developing strong partnerships to resolve issues and drive the client experience are essential for success.  Associates are the focal point for change management, and the communication channel of changes to internal partners. Candidate must have demonstrated success in working with multiple teams and conflicting priorities. The primary focus daily will be to support business as usual operations in partnership with business elements facing off to our clients. 


The candidate will have strong analytical, critical and strategic thinking skills and exceptional communication skills (verbal and written) as well as a strong sense of urgency and desire to drive tasks to completion. The candidate will need to work effectively in a team environment and must be able to adapt to a rapidly changing business and technological environment. They must be able to work on multiple tasks and projects simultaneously and have strong organizational skills that enable them to prioritize their work accordingly.  Successful candidates will understand when escalation is required and have confidence to reach out for assistance and navigate throughout the organization to ensure client satisfaction. 



  • Bachelor's degree or higher in Accounting, Finance, or Business preferred

  • 2+ years of experience within a financial services, operations, audit/compliance field preferred

  • Strong knowledge of AML/KYC requirements preferred

  • Strong knowledge of risk and control techniques/procedures

  • Client/Customer service experience

  • Product Knowledge a plus

  • Client Onboarding, Underwriting and/or documentation analysis experience preferred.

  • Strong client focus and ability to partner with various internal groups

  • In-depth knowledge of risk management techniques from both a detection and mitigation perspective

  • Continuous improvement and change management mindset, questioning conventional ways of managing the business and driving change to improve processes

  • Ability to work effectively with a strong sense of urgency in a team environment and ability to adapt to a rapidly changing business and technological environment.

  • Must possess excellent analytical, strategic and critical thinking skills, in addition to strong interpersonal and communication skills.

  • Strong organizational and time management skills, including prioritization.

  • Strong sense of accountability and ownership over "quality" and best practices around the quality, risk and controls process.

  • Independent, Self-motivated, with an ability to adapt and be flexible in a team environment

  • Ability to communicate clearly and confidently; able to influence internal and external stakeholders.

  • Demonstrated experience as a key contributing member of a high performing organization with a positive “will do” attitude

  • Flexible and able to work in a high-pressure, fast-paced environment to effectively meet deadlines; ability to recognize the need to escalate issues for rapid resolution in order to exceed client expectations and production goals.

  • Ability to work late and/or weekends to meet production SLAs.

Keyword: consumer%20banking
Posted: 2019-11-01 Expires: 2019-12-01

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Wealth Management Client Onboarding Associate

JPMorgan Chase & Co.
Plano, TX 75074

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