Embark on a rewarding journey as a Client Onboarding Associate at JP Morgan Chase, where you'll lead the charge in delivering exceptional treasury and banking product implementations. Utilize your ...
Embark on a rewarding journey as a Client Onboarding Associate at JP Morgan Chase, where you'll lead the charge in delivering exceptional treasury and banking product implementations. Utilize your ...
We currently have an opportunity for an Operations Associate to join our RPW team. Role Summary We ... our client onboarding process. This role ensures all new account documentation is complete ...
We currently have an opportunity for an Operations Associate to join our RPW team. Role Summary We ... our client onboarding process. This role ensures all new account documentation is complete ...
Client Onboarding Specialist
Northbrook, IL · On-site
$41.02/hr
We currently have an opportunity for an Operations Associate to join our RPW team. Role Summary We ... our client onboarding process. This role ensures all new account documentation is complete ...
Client Onboarding Specialist
Northbrook, IL · On-site
$41.02/hr
We currently have an opportunity for an Operations Associate to join our RPW team. Role Summary We ... our client onboarding process. This role ensures all new account documentation is complete ...
Client Onboarding Manager
Chicago, IL · On-site
$77K - $100K/yr
The Manager, Client Onboarding leads a team of specialists, driving operational excellence and ... Lead and develop a team of specialists and associate managers, fostering accountability, engagement ...
Client Onboarding Manager
Chicago, IL · On-site
$77K - $100K/yr
The Manager, Client Onboarding leads a team of specialists, driving operational excellence and ... Lead and develop a team of specialists and associate managers, fostering accountability, engagement ...
Client Onboarding Manager
Chicago, IL · Remote
$77K - $100K/yr
The Manager, Client Onboarding leads a team of specialists, driving operational excellence and ... Lead and develop a team of specialists and associate managers, fostering accountability, engagement ...
Quick apply
Client Onboarding Manager
Chicago, IL · Remote
$77K - $100K/yr
The Manager, Client Onboarding leads a team of specialists, driving operational excellence and ... Lead and develop a team of specialists and associate managers, fostering accountability, engagement ...
As a Client Onboarding Specialist, you will provide the first interaction between small business ... You will interact/collaborate with ADP associates in sales and customer service. You will exchange ...
As a Client Onboarding Specialist, you will provide the first interaction between small business ... You will interact/collaborate with ADP associates in sales and customer service. You will exchange ...
Implementation Specialist I / Client Onboarding
Schaumburg, IL · On-site
$21/hr
As a Client Onboarding Specialist, you will provide the first interaction between small business ... You will interact/collaborate with ADP associates in sales and customer service. You will exchange ...
Implementation Specialist I / Client Onboarding
Schaumburg, IL · On-site
$21/hr
As a Client Onboarding Specialist, you will provide the first interaction between small business ... You will interact/collaborate with ADP associates in sales and customer service. You will exchange ...
Provider Onboarding Associate (1099 Contract)
Chicago, IL · On-site
$25/hr
Host Zoom troubleshooting sessions to help new providers navigate tools and technology before their first client sessions * Monitor provider pre-onboarding tasks and flag any "at-risk" providers to ...
Quick apply
Provider Onboarding Associate (1099 Contract)
Chicago, IL · On-site
$25/hr
Host Zoom troubleshooting sessions to help new providers navigate tools and technology before their first client sessions * Monitor provider pre-onboarding tasks and flag any "at-risk" providers to ...
Senior Client Associate
Highland Park, IL · On-site
$75K - $95K/yr
... Associate to join a collaborative team supporting experienced Financial Advisors and High Net Worth ... Experience with account opening, maintenance, and client onboarding * Knowledge of asset movement ...
Senior Client Associate
Highland Park, IL · On-site
$75K - $95K/yr
... Associate to join a collaborative team supporting experienced Financial Advisors and High Net Worth ... Experience with account opening, maintenance, and client onboarding * Knowledge of asset movement ...
Onboarding Accounting Associate
Chicago, IL · On-site +1
Join Aprio's Client Accounting Services team and you will help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for an Onboarding Associate ...
Onboarding Accounting Associate
Chicago, IL · On-site +1
Join Aprio's Client Accounting Services team and you will help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for an Onboarding Associate ...
Client Service Associate
Chicago, IL · On-site
$26.27 - $28.27/hr
Client Service Associate - Fixed Income Our client, a large financial services company, is seeking ... This position plays a key role in delivering a seamless client experience across onboarding ...
Client Service Associate
Chicago, IL · On-site
$26.27 - $28.27/hr
Client Service Associate - Fixed Income Our client, a large financial services company, is seeking ... This position plays a key role in delivering a seamless client experience across onboarding ...
Financial Client Service Associate
Chicago, IL · On-site
$70K - $85K/yr
Onboarding: Assist financial advisors in the onboarding process of new clients, including gathering necessary documents, setting up accounts, and ensuring all client information is accurate and ...
Financial Client Service Associate
Chicago, IL · On-site
$70K - $85K/yr
Onboarding: Assist financial advisors in the onboarding process of new clients, including gathering necessary documents, setting up accounts, and ensuring all client information is accurate and ...
Client Service Associate
Chicago, IL · On-site
$15 - $20.50/hr
Job Title Client Service Associate Join JPMorganChase's Trade & Working Capital Client Service ... Job Responsibilities Support the team as a day-to-day contact for client onboarding, transactions ...
Client Service Associate
Chicago, IL · On-site
$15 - $20.50/hr
Job Title Client Service Associate Join JPMorganChase's Trade & Working Capital Client Service ... Job Responsibilities Support the team as a day-to-day contact for client onboarding, transactions ...
Client Relationship Associate
Chicago, IL · On-site
$41K - $51K/yr
... onboarding process including opening accounts, client portal set up and access, and managing all ... Associates or Bachelor's degree in business from an accredited college or university or equivalent ...
Client Relationship Associate
Chicago, IL · On-site
$41K - $51K/yr
... onboarding process including opening accounts, client portal set up and access, and managing all ... Associates or Bachelor's degree in business from an accredited college or university or equivalent ...
Client Relationship Associate
Chicago, IL · On-site
$41K - $51K/yr
... onboarding process including opening accounts, client portal set up and access, and managing all ... Associates or Bachelor's degree in business from an accredited college or university or equivalent ...
Quick apply
Client Relationship Associate
Chicago, IL · On-site
$41K - $51K/yr
... onboarding process including opening accounts, client portal set up and access, and managing all ... Associates or Bachelor's degree in business from an accredited college or university or equivalent ...
Client Relationship Associate
Chicago, IL · On-site
$41K - $51K/yr
... onboarding process including opening accounts, client portal set up and access, and managing all ... Associates or Bachelor's degree in business from an accredited college or university or equivalent ...
Client Relationship Associate
Chicago, IL · On-site
$41K - $51K/yr
... onboarding process including opening accounts, client portal set up and access, and managing all ... Associates or Bachelor's degree in business from an accredited college or university or equivalent ...
Client Relationship Associate
Chicago, IL · Hybrid
$41K - $51K/yr
... onboarding process including opening accounts, client portal set up and access, and managing all ... Associates or Bachelor's degree in business from an accredited college or university or equivalent ...
Client Relationship Associate
Chicago, IL · Hybrid
$41K - $51K/yr
... onboarding process including opening accounts, client portal set up and access, and managing all ... Associates or Bachelor's degree in business from an accredited college or university or equivalent ...
Client Service Associate
Chicago, IL · On-site
$64K - $87K/yr
As a Client Service Associate within the Trade & Working Capital Client Service organization, you ... Support the team as a day-to-day contact for client onboarding, transactions, and ongoing service ...
Client Service Associate
Chicago, IL · On-site
$64K - $87K/yr
As a Client Service Associate within the Trade & Working Capital Client Service organization, you ... Support the team as a day-to-day contact for client onboarding, transactions, and ongoing service ...
Client Service Associate
$15 - $20.50/hr
As a Client Service Associate within the Trade & Working Capital Client Service organization, you ... Support the team as a day-to-day contact for client onboarding, transactions, and ongoing service ...
Client Service Associate
$15 - $20.50/hr
As a Client Service Associate within the Trade & Working Capital Client Service organization, you ... Support the team as a day-to-day contact for client onboarding, transactions, and ongoing service ...
Client Service Associate
Chicago, IL · On-site
$15 - $20.50/hr
As a Client Service Associate within the Trade & Working Capital Client Service organization, you ... Support the team as a day-to-day contact for client onboarding, transactions, and ongoing service ...
Client Service Associate
Chicago, IL · On-site
$15 - $20.50/hr
As a Client Service Associate within the Trade & Working Capital Client Service organization, you ... Support the team as a day-to-day contact for client onboarding, transactions, and ongoing service ...
Client Onboarding Associate information
See Chicago, IL salary details
$13.81 - $16.36
3% of jobs
$16.36 - $18.92
12% of jobs
$20.78 is the 25th percentile. Wages below this are outliers.
$18.92 - $21.47
14% of jobs
$21.47 - $24.03
18% of jobs
The median wage is $24.48 / hr.
$24.03 - $26.58
18% of jobs
$28.20 is the 75th percentile. Wages above this are outliers.
$26.58 - $29.14
16% of jobs
$29.14 - $31.69
7% of jobs
$31.69 - $34.24
4% of jobs
$34.24 - $36.80
2% of jobs
$36.80 - $39.35
3% of jobs
$39.35 - $41.91
2% of jobs
$13
$26
$41
How much do client onboarding associate jobs pay per hour?
What are some common challenges faced by client onboarding associates during the onboarding process, and how are they typically addressed?
What is a client onboarding associate?
What are the key skills and qualifications needed to thrive as a client onboarding associate, and why are they important?
What is the difference between Client Onboarding Associate vs Client Relations Specialist?
| Aspect | Client Onboarding Associate | Client Relations Specialist |
|---|---|---|
| Credentials | Typically requires a bachelor's degree in business, communications, or related field | Often requires similar degrees; certifications in customer service or relationship management are a plus |
| Work Environment | Usually works in financial services, banking, or consulting firms, focusing on new client setup | Works across industries, maintaining ongoing client relationships and satisfaction |
| Employer & Industry Usage | Common in finance, banking, and professional services for onboarding new clients | Used broadly in finance, tech, and service industries for client retention |
The main difference is that a Client Onboarding Associate focuses on the initial setup and integration of new clients, ensuring a smooth onboarding process. In contrast, a Client Relations Specialist manages ongoing relationships, aiming to retain clients and enhance satisfaction after onboarding.
What does a client onboarding associate do?

Full-time
Medical, Retirement
Posted 13 days ago
JPMorgan Chase & Co. rating
8.0
Based on 493 frontline employees who took The Breakroom Quiz
72nd of 171 rated banks
Job description
Embark on a rewarding journey as a Client Onboarding Associate at JP Morgan Chase, where you'll lead the charge in delivering exceptional treasury and banking product implementations. Utilize your project management skills to create seamless onboarding experiences, build strong client relationships, and drive satisfaction from the very first interaction. Join a diverse and innovative team, and unlock endless opportunities for personal and professional growth in a dynamic global environment.
As a Client Onboarding Implementation Associate within JPMorgan Chase, you will play a pivotal role in leading and executing strategic initiatives that support our business. Your expertise in client onboarding project management will be crucial in guiding new and existing clients through the transition to the Chase banking platform. You will leverage your broad understanding of this professional field to analyze and solve problems, make informed decisions, and ensure compliance with our policies. Your ability to influence and persuade others, coupled with your emotional intelligence, will be key in managing conflicts and fostering collaboration. You will also be expected to continually challenge and improve our operating platform, demonstrating your commitment to continuous improvement. Your role will have a significant impact on our department, and your decisions will shape our short-term outcomes.
Job Responsibilities
Lead the execution of strategic initiatives in client onboarding, ensuring a smooth transition for new and existing clients to the Chase banking platform.
Utilize broad knowledge in client onboarding program management to analyze and resolve complex issues, ensuring compliance with technical standards and policies.
Leverage emotional intelligence and influence to manage conflicts, foster collaboration, and develop trust within the team and with clients.
Drive continuous improvement in our operating platform, using innovation and design thinking techniques to enhance efficiency and resilience.
Plan and organize the day-to-day work of the team, ensuring progress within established professional procedures and organization policy.
Required qualifications, capabilities and skills
1+ years of experience in managing and executing strategic initiatives in a professional field.
Proven ability to lead client onboarding processes, with a focus on transitioning clients to new banking platforms.
Demonstrated proficiency in conflict management, with a track record of resolving conflicts and fostering collaboration in a professional setting.
Experience in driving continuous improvement in operating platforms, using innovation and design thinking techniques.
Proficiency in data and tech literacy, with a willingness to understand and implement new/emerging technologies that impact business.
Preferred qualifications, capabilities and skills
Utilize presentation skills to clearly communicate onboarding procedures and updates to clients and stakeholders.
Oversee project management activities to ensure timely and successful client onboarding.
Maintain anti-fraud awareness to safeguard the onboarding process against potential threats.
Foster digital literacy within the team to leverage technology in the onboarding process.
Implement cybersecurity measures to protect client data during the onboarding process.
Final Job Grade and officer title will be determined at time of offer and may differ from this posting.
Some travel required (10%) to visit clients and internal partners.
Please note this role is not eligible for employer immigration sponsorship.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
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.
Equal Opportunity Employer/Disability/Veterans
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About JPMorgan Chase & Co
Sourced by ZipRecruiter
Industry
Finance and insurance and banking and credit intermediation
Company size
10,000+ Employees
Headquarters location
New York, NY, US