Ready to promote results through leadership, communication, and influence? Join our US Private Bank Client Onboarding team, where you'll support all aspects of client onboarding, including Account Opening, Anti Money Laundering (AML), and Know Your Client (KYC) requirements. As a Client Onboarding Officer, you'll partner with clients and client-facing teams to ensure compliance with regulatory standards, timely completion of client-level due diligence, and assist with the drafting and gathering of client documents. Stay current with all regulatory changes and requirements around client Suitability and Documentation.
As a Wealth Management, USPB Client Onboarding Associate within our team, you will be responsible for supporting all aspects of client onboarding, including Account Opening, Anti Money Laundering (AML), and Know Your Client (KYC) requirements. You will partner with clients and client-facing teams to ensure all client Account Opening documents are compliant with regulatory standards, and will ensure high quality and timely completion of all client-level due diligence requirements.
Job Responsibilities
- Partner with the client & client facing teams to collect required legal documents and associated information to meet all regulatory and internal polices
- Act as a subject matter expert on required legal documents and process to onboard a client to PB platforms
- Serve as point of contact for account opening issues
- Act as a subject matter resource on account opening policies and procedures
Required qualifications, capabilities and skills
- 3+ years of experience within a financial services, operational or compliance fields
- Strong written and oral communication skills with a sense of urgency and ability to prioritize/multi-task
- Ability to get up to speed quickly with new or unfamiliar subject matter and work under pressure with fixed deadlines
- Strong client focus and ability to partner with various internal groups and client coverage
- Independent, self-motivated, with an ability to adapt and be flexible in a team environment
- Ability to communicate clearly and confidently; able to influence internal and external stakeholders
- Ability to directly address conflicts and escalate issues where appropriate
- Strong analytical, prioritization and organizational skills with strong risk and controls awareness
- Capacity to think laterally and convey an understanding of the big picture
- Ability to successfully navigate a complex infrastructure that involves numerous groups and individuals
- Demonstrated experience as a key contributing member of a high performing organization
Preferred qualifications, capabilities and skills
- Prior experience in Account opening, AML &/or KYC a plus
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
Skills Required
- 3+ years of experience in financial services, operations, or compliance
- Strong written and oral communication skills
- Ability to prioritize and multitask with a sense of urgency
- Ability to learn unfamiliar subject matter quickly and work under pressure with fixed deadlines
- Strong client focus and ability to partner with internal groups and client coverage teams
- Independent, self-motivated, adaptable, and flexible in a team environment
- Ability to communicate clearly and confidently and influence internal and external stakeholders
- Ability to address conflicts directly and escalate issues appropriately
- Strong analytical, prioritization, and organizational skills
- Strong risk and controls awareness
- Ability to think laterally and understand the broader business context
- Ability to navigate complex infrastructures involving numerous groups and individuals
- Demonstrated experience as a key contributor in a high-performing organization
- Prior account opening, AML, or KYC experience
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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