Wealth Management Client Onboarding Associate

Employment Type

: Full-Time


: Accounting

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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.
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 experienceProduct
Knowledge a plusClient
Onboarding, Underwriting and/or documentation analysis experience preferred. Strong
client focus and ability to partner with various internal groupsIn-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 environmentAbility
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 attitudeFlexible
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.

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