Embark on a rewarding journey as a Client Onboarding Associate at JPMorganChase, 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 JPMorganChase, where you'll lead the charge in delivering exceptional treasury and banking product implementations. Utilize your ...
Implementation / Client Onboarding / Chat Support
El Paso, TX · On-site
$17.50/hr
ADP is hiring Implementation Specialists for client onboarding using chat support. This is a hybrid position working 3 days in the office and 2 days at home each week. * Are you looking to grow your ...
Implementation / Client Onboarding / Chat Support
El Paso, TX · On-site
$17.50/hr
ADP is hiring Implementation Specialists for client onboarding using chat support. This is a hybrid position working 3 days in the office and 2 days at home each week. * Are you looking to grow your ...
Commercial Client Onboarding & Deposit Account Supervisors are responsible for the onboarding of new commercial relationships, with a focus on deposit and treasury management solutions, working ...
Commercial Client Onboarding & Deposit Account Supervisors are responsible for the onboarding of new commercial relationships, with a focus on deposit and treasury management solutions, working ...
Implementation / Client Onboarding / Chat Support
El Paso, TX · Hybrid
$17.50/hr
ADP is hiring Implementation Specialists for client onboarding using chat support.This is a hybrid position working 3 days in the office and 2 days at home each week. * Are you looking to grow your ...
Implementation / Client Onboarding / Chat Support
El Paso, TX · Hybrid
$17.50/hr
ADP is hiring Implementation Specialists for client onboarding using chat support.This is a hybrid position working 3 days in the office and 2 days at home each week. * Are you looking to grow your ...
The Senior Treasury Management Client Onboarding Specialist serves as a strategic point of contact in delivering a seamless, personalized, and high-impact onboarding experience for high touch clients ...
The Senior Treasury Management Client Onboarding Specialist serves as a strategic point of contact in delivering a seamless, personalized, and high-impact onboarding experience for high touch clients ...
The Senior Treasury Management Client Onboarding Specialist serves as a strategic point of contact in delivering a seamless, personalized, and high-impact onboarding experience for high touch clients ...
The Senior Treasury Management Client Onboarding Specialist serves as a strategic point of contact in delivering a seamless, personalized, and high-impact onboarding experience for high touch clients ...
Implementation Specialist I / Client Onboarding - Bilingual
El Paso, TX · Hybrid
$17.50/hr
ADP is hiring Implementation Specialists for client onboarding.This is a hybrid position working 3 days in the office and 2 days at home each week. * Are you looking to grow your career in an agile ...
Implementation Specialist I / Client Onboarding - Bilingual
El Paso, TX · Hybrid
$17.50/hr
ADP is hiring Implementation Specialists for client onboarding.This is a hybrid position working 3 days in the office and 2 days at home each week. * Are you looking to grow your career in an agile ...
Implementation Specialist I / Client Onboarding - Bilingual
El Paso, TX · On-site
$17.50/hr
ADP is hiring Implementation Specialists for client onboarding. This is a hybrid position working 3 days in the office and 2 days at home each week. * Are you looking to grow your career in an agile ...
Implementation Specialist I / Client Onboarding - Bilingual
El Paso, TX · On-site
$17.50/hr
ADP is hiring Implementation Specialists for client onboarding. This is a hybrid position working 3 days in the office and 2 days at home each week. * Are you looking to grow your career in an agile ...
As a customer onboarding analyst, you will be receiving the client and helping them get their sales tracking set up in our system in the fastest and efficient manner possible. If you are interested ...
As a customer onboarding analyst, you will be receiving the client and helping them get their sales tracking set up in our system in the fastest and efficient manner possible. If you are interested ...
As a customer onboarding analyst, you will be receiving the client and helping them get their sales tracking set up in our system in the fastest and efficient manner possible. If you are interested ...
As a customer onboarding analyst, you will be receiving the client and helping them get their sales tracking set up in our system in the fastest and efficient manner possible. If you are interested ...
Customer Onboarding & Operations Analyst
Austin, TX · On-site
$80K - $100K/yr
You own the onboarding pipeline end-to-end: timelines, owners, blockers, escalations, and the customer's experience along the way. If a build is stuck, a PMS isn't syncing, or a Site Builder is ...
Customer Onboarding & Operations Analyst
Austin, TX · On-site
$80K - $100K/yr
You own the onboarding pipeline end-to-end: timelines, owners, blockers, escalations, and the customer's experience along the way. If a build is stuck, a PMS isn't syncing, or a Site Builder is ...
Implementation Specialist I / Client Onboarding
El Paso, TX · Hybrid
$17.50/hr
As an Implementation Specialist, imagine yourself as part of the new client welcome committee... but with a special twist. When you join our implementation team, you onboard new clients and get them ...
Implementation Specialist I / Client Onboarding
El Paso, TX · Hybrid
$17.50/hr
As an Implementation Specialist, imagine yourself as part of the new client welcome committee... but with a special twist. When you join our implementation team, you onboard new clients and get them ...
The Sr. Onboarding Support Specialist (Career Band S3) plays a critical role in supporting new ... The position is ideal for someone who thrives in a client-facing environment, excels in operational ...
The Sr. Onboarding Support Specialist (Career Band S3) plays a critical role in supporting new ... The position is ideal for someone who thrives in a client-facing environment, excels in operational ...
Client Services & Onboarding Operations Manager
Houston, TX · Remote
$80K - $85K/yr
Leads and optimizes the client onboarding and operational experience from referral through active service delivery, overseeing intake, authorizations, and service activation. * Manages, coaches, and ...
New
Quick apply
Client Services & Onboarding Operations Manager
Houston, TX · Remote
$80K - $85K/yr
Leads and optimizes the client onboarding and operational experience from referral through active service delivery, overseeing intake, authorizations, and service activation. * Manages, coaches, and ...
New
Client Services & Onboarding Operations Manager
Austin, TX · Remote
$80K - $85K/yr
Leads and optimizes the client onboarding and operational experience from referral through active service delivery, overseeing intake, authorizations, and service activation. * Manages, coaches, and ...
New
Quick apply
Client Services & Onboarding Operations Manager
Austin, TX · Remote
$80K - $85K/yr
Leads and optimizes the client onboarding and operational experience from referral through active service delivery, overseeing intake, authorizations, and service activation. * Manages, coaches, and ...
New
Client Services & Onboarding Operations Manager
Dallas, TX · Remote
$80K - $85K/yr
Leads and optimizes the client onboarding and operational experience from referral through active service delivery, overseeing intake, authorizations, and service activation. * Manages, coaches, and ...
New
Quick apply
Client Services & Onboarding Operations Manager
Dallas, TX · Remote
$80K - $85K/yr
Leads and optimizes the client onboarding and operational experience from referral through active service delivery, overseeing intake, authorizations, and service activation. * Manages, coaches, and ...
New
Director, Client Delivery
Austin, TX · On-site
$210K/yr
The Director will drive the overall onboarding strategy, lead a dedicated team of onboarding specialists, and own the client transition experience to Apex's platform and services. This senior leader ...
Director, Client Delivery
Austin, TX · On-site
$210K/yr
The Director will drive the overall onboarding strategy, lead a dedicated team of onboarding specialists, and own the client transition experience to Apex's platform and services. This senior leader ...
Creates a fast, professional, high-trust intake and onboarding experience * Improves client communication, retention, collections, reviews, and referrals * Gives the CEO clear visibility into what ...
Quick apply
Creates a fast, professional, high-trust intake and onboarding experience * Improves client communication, retention, collections, reviews, and referrals * Gives the CEO clear visibility into what ...
Creates a fast, professional, high-trust intake and onboarding experience * Improves client communication, retention, collections, reviews, and referrals * Gives the CEO clear visibility into what ...
Creates a fast, professional, high-trust intake and onboarding experience * Improves client communication, retention, collections, reviews, and referrals * Gives the CEO clear visibility into what ...
Client Onboarding and Insights Platform Walkthrough for prospects. The Client Onboarding role focuses on providing a customized experience for new and upgraded clients. The Insights Platform ...
Client Onboarding and Insights Platform Walkthrough for prospects. The Client Onboarding role focuses on providing a customized experience for new and upgraded clients. The Insights Platform ...
Client Onboarding information
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How much do client onboarding jobs pay per hour?
How to become a client onboarding specialist?
What are the key skills and qualifications needed to thrive in client onboarding?
To thrive as a Client Onboarding professional, you need strong project management skills, attention to detail, and a solid understanding of your company's products or services, often supported by relevant experience in customer service or account management. Familiarity with customer relationship management (CRM) systems, onboarding software, and documentation tools is typically required. Exceptional communication, problem-solving abilities, and relationship-building skills help set top performers apart. These skills are essential to ensure a smooth, positive experience for new clients, fostering long-term satisfaction and retention.
What is a client onboarding?
A Client Onboarding job involves guiding new clients through the initial setup and integration process with a company’s products or services. This role ensures a smooth transition by addressing client needs, providing necessary training, and coordinating with internal teams. Effective onboarding helps establish strong relationships, improves customer satisfaction, and sets clients up for long-term success.
What are some common challenges faced in client onboarding, and how can I effectively overcome them?
Client Onboarding professionals often encounter challenges such as managing multiple client expectations, coordinating with various internal teams, and addressing unique client requirements within tight deadlines. To overcome these obstacles, it’s important to stay organized, proactively communicate updates, and set clear expectations with both clients and colleagues. Building strong relationships and understanding each client's specific needs can also help prevent misunderstandings and create a smoother onboarding experience. Many companies offer ongoing training and supportive team structures to help you navigate and succeed in these situations.

Full-time
Medical, Retirement
Posted 9 days ago
JPMorgan Chase & Co. rating
8.0
Based on 493 frontline employees who took The Breakroom Quiz
73rd of 170 rated banks
Job description
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.
- Demonstrated ability to manage and execute strategic initiatives effectively in a professional setting, with skills equivalent to 3+ years of experience.
- 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.
- Skilled in delivering clear presentations to effectively communicate onboarding procedures and updates to clients and stakeholders.
- Proficient in managing projects to ensure timely and successful client onboarding while maintaining anti-fraud awareness.
- Adept at fostering digital literacy within the team to enhance technology use in the onboarding process.
- Experienced in implementing cybersecurity measures to protect client data during onboarding.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including 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