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Client Onboarding Associate Jobs Near Me

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Investor Services Associate

Philadelphia, PA · On-site

Responsibilities • Client on-boarding including data entry and document review • Investor ... Associate's Degree in Business Administration or related field • 1 -3 years' experience in ...

Actalent

Business Support Associate

Dublin, OH · On-site

$42K/yr

Responsibilities Contractor and Client Onboarding: * Support candidate onboarding, by assisting ... Associates degree with 1+ year(s) of experience in customer service or 2+ year(s) of applicable ...

Actalent

Business Support Associate

Dublin, OH · On-site

$42K/yr

Responsibilities Contractor and Client Onboarding: * Support candidate onboarding, by assisting ... Associates degree with 1+ year(s) of experience in customer service or 2+ year(s) of applicable ...

Actalent

Business Support Associate

Dublin, OH · On-site

$42K/yr

Responsibilities Contractor and Client Onboarding: * Support candidate onboarding, by assisting ... Associates degree with 1+ year(s) of experience in customer service or 2+ year(s) of applicable ...

Actalent

Business Support Associate

Dublin, OH · On-site

$42K/yr

Responsibilities Contractor and Client Onboarding: * Support candidate onboarding, by assisting ... Associates degree with 1+ year(s) of experience in customer service or 2+ year(s) of applicable ...

Actalent

Business Support Associate

Dublin, OH · On-site

$20.19/hr

Responsibilities Contractor and Client Onboarding: * Support candidate onboarding, by assisting ... Associates degree with 1+ year(s) of experience in customer service or 2+ year(s) of applicable ...

Help At Home

Intake Client Associate

Columbus, OH · On-site

$21 - $24/hr

Support the onboarding, training, and continuous development of Intake Client Associates. Provide mentorship, feedback, and foster a culture of professional growth. * Facilitate collaboration with ...

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How much do client onboarding associate jobs pay per hour?

As of Aug 25, 2026, the average hourly pay for client onboarding associate in the United States is $25.96, according to ZipRecruiter salary data. Most workers in this role earn between $20.43 and $28.61 per hour, depending on experience, location, and employer.

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Client Onboarding Associate jobs near you
A map of the United States highlighting the number of Client Onboarding Associate job openings by state according to ZipRecruiter. The image is accompanied by a detailed chart listing the number of Client Onboarding Associate job openings in each state, with California having the most at 2 and Hawaii the least at 0.

Asset Management - US Client Onboarding Management

JP Morgan Chase

Columbus, OH

Full-time

Medical, Retirement

Posted 4 days ago

JPMorgan Chase & Co. rating

8.0

Company rating: 8.0 out of 10

Based on 497 frontline employees who took The Breakroom Quiz

71st of 172 rated banks

Job description

As a Client Onboarding Management associate, you will partner with key cross-functional stakeholders to lead the implementation of key deliverables to support the on-boarding of investment solutions for Institutional clients or within Fund/ETF vehicles (non-US domiciled) on the US platform. The role requires interaction across internal global partners (ie. product teams, operations, client service) as well as external client service providers (ie. Custodians, record keepers).  In addition to on-boardings, the role will be responsible for leading the implementation of client/fund lifecycle changes (ie. liquidations, investment strategy changes, etc.) impacting the existing account set up or operating model.     

Job Responsibilities

  • Lead and influence cross-functional teams across Institutional Client Service, Product teams, Operations, Product Development, Global Trade Agreements Group, Legal, Compliance, Risk, and Controls to drive the design and implementation of investment solutions for new business opportunities and complex change events impacting existing operating models
  • Implement against established project plans, on-boarding checklists, and account set up requirements to ensure timely execution of key deliverables
  • Issue resolution - undertake effective issue management practice to ensure timely resolution of key roadblocks, escalating where appropriate
  • Support the re-engineering and enhancement of existing operational and service models to improve scalability, enhance operational controls, and mitigate business risk
  • Liaise with external parties, as appropriate, for successful delivery of the initiative.  Key contact points may include client-appointed consultants, custodians, transfer agents, record keepers, outsourced service providers, and transition managers/asset managers
  • Ensure effective and timely communication of initiative status, particularly with client-facing stakeholders to keep them abreast of key developments 
  • Lead New Business Initiative Approval (NBIA) initiatives and obtain required Committee sign-offs to ensure new operating models can be effectively support by the business in a controlled and scalable manner

Preferred Qualifications:

  • 3+ years financial services (preferably Asset Management) experience in analyzing and delivering against complex business strategies
  • Prior experience in Client Service, Operations, or Business Management a plus
  • Strong product knowledge and understanding of vehicle types including separate accounts, mutual funds, ETFs, and commingled pension trust funds
  • Knowledge of complex instruments including derivatives and alternatives a plus
  • Understanding of Institutional operating platforms including experience interfacing with Client service providers such as custodians, transfer agents, and record keepers a plus
  • Solid critical thinking, analytical, and quantitative skills
  • Strong interpersonal and communication skills
  • Disciplined project management, organization, and execution skills 
  • Highly collaborative - history of delivering results through organizational partnership with cross-functional teams
  • Demonstrated proficiency in MS Office (Excel, PowerPoint, Word)
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

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