As a Client Onboarding & Documentation (CO&D) Transformation Process Management Associate at JPMorganChase, you will support the planning and execution of key CO&D initiatives. You will partner with Third-Party Oversight, the Vendor Management Office, Legal, AI Governance, and other stakeholders to advance vendor onboarding, AI governance, and client-facing document and template governance, with a focus on consistent execution, clear accountability, and timely delivery.
Job Responsibilities
- You will analyze and help resolve complex client-onboarding process issues while ensuring compliance with applicable standards and policies.
- You will coordinate team priorities, strategic initiatives, leadership routines, progress tracking, and follow-ups.
- You will maintain project plans, timelines, dashboards, reporting, and action logs to support key business priorities.
- You will monitor deliverables, identify risks and execution gaps, and drive recommended actions to improve outcomes and accountability.
- You will lead cross-functional initiatives across client-facing templates, AI governance, and vendor management.
- You will align scope, sequencing, dependencies, and milestones with Product, Process, Technology, Operations, Controls, and Policy partners.
- You will prepare executive-ready presentations, summaries, communications, and performance updates.
- You will deliver work with accuracy, quality, discretion, and operational discipline, and support conflict resolution to strengthen collaboration.
Required Qualifications, Capabilities and Skills.
- 4+ years of experience managing and executing strategic initiatives.
- Experience in client onboarding, KYC, or document-management operations within financial services or a related industry.
- Advanced proficiency in PowerPoint, Excel, reporting tools, and project-tracking platforms such as Confluence and SharePoint.
- Proven ability to manage competing priorities and deadlines in a fast-paced environment.
- Strong written and verbal communication skills, including experience preparing executive-level materials.
- Strong organizational skills, attention to detail, professionalism, and discretion when handling sensitive information.
- Demonstrated ability to build relationships and collaborate across functions and leadership levels.
- Bachelor’s degree or equivalent experience; willingness to travel up to 25%.
Preferred Qualifications, Capabilities and Skills.
- Strong presentation and communication skills, including explaining onboarding procedures and updates clearly.
- Proficiency in data analytics, reporting, AI prompting, and emerging technologies.
- Experience using tools such as Alteryx and Tableau to support analytics, automation, and business outcomes.
- Familiarity with Agile practices and tools such as Jira.
- Demonstrated conflict-management skills and ability to foster collaboration.
- Experience supporting senior leaders or geographically distributed teams, with ability to translate complex information into actionable, executive-ready materials and drive continuous improvement, process optimization, standardization, and innovation.
About UsJ.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
Skills Required
- 4+ years of experience managing and executing strategic initiatives
- Experience in client onboarding, KYC, or document-management operations within financial services or a related industry
- Advanced proficiency in PowerPoint, Excel, reporting tools, and project-tracking platforms such as Confluence and SharePoint
- Ability to manage competing priorities and deadlines in a fast-paced environment
- Strong written and verbal communication skills, including experience preparing executive-level materials
- Strong organizational skills, attention to detail, professionalism, and discretion when handling sensitive information
- Ability to build relationships and collaborate across functions and leadership levels
- Bachelor's degree or equivalent experience
- Willingness to travel up to 25%
- Strong presentation and communication skills, including explaining onboarding procedures and updates clearly
- Proficiency in data analytics, reporting, AI prompting, and emerging technologies
- Experience using Alteryx and Tableau to support analytics, automation, and business outcomes
- Familiarity with Agile practices and Jira
- Conflict-management skills and ability to foster collaboration
- Experience supporting senior leaders or geographically distributed teams
- Experience driving continuous improvement, process optimization, standardization, and innovation
JPMorganChase Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.
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Healthcare Strength — Medical, dental, vision, and mental-health coverage are broad, with wellness incentives, on-site or virtual care, and an EAP offering coaching and counseling. Plan materials emphasize accessible options, including multiple medical choices and tools to manage costs.
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Parental & Family Support — Paid parental leave extends up to 16 weeks for all parents, supplemented by paid Critical Caregiver Leave. Family resources include backup childcare via Bright Horizons, lactation support and milk-shipping, family-building assistance, and even a free five-month SNOO rental for newborns.
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Retirement Support — Retirement programs include a 401(k) with an annual company match and automatic pay credits for most employees, with a legacy pension available to earlier hires. An Employee Stock Purchase Plan at a 5% discount further supports long-term savings.
JPMorganChase Insights
What We Do
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
Why Work With Us
Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.
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