Client Solutions - Client Onboarding Associate

JPMorgan Chase & Co. • Tampa, FL

5h

About The Position

Join a dynamic team at JPMorgan Chase, where your project coordination skills will help deliver innovative solutions for a diverse client base in Securities Services. Be part of a global organization that values collaboration, excellence, and client impact.

As a Client Solutions Project Coordinator, you will play a key role in supporting project managers with scheduling, documentation, and core project tasks. You will work closely with clients, managing their day-to-day business interactions with JPMorgan’s Commercial & Investment Bank. You will support both new and incremental client events for Securities Services, serving a wide range of clients including Asset Managers, Hedge Funds, Private Equity Funds, Pension Funds, Government Sponsored Enterprises, Banks, Broker Dealers, and Insurance Companies. Your work will span all Securities Services products, from single product implementations to complex, multi-entity deals.

Requirements

• Project management skills.
• Client-facing skills.
• Highly structured and methodical in execution.
• Clear, articulate, and concise verbal and written communication.
• Strong presentation skills.
• Proven ability to influence and work collaboratively with multiple internal disciplines (sales, operations, technology, product management).
• Keen eye for identifying and resolving risks.
• Ability to systematically remove ambiguity from projects.
• Work well in an evolving environment.
• Bachelor’s degree.
• 3-5 years in Financial Services, particularly Securities Servicing Industry.
• 2+ years in a client-facing support role or commensurate experience.

Nice To Haves

• Working knowledge of multiple Securities Services products such as Custody, Fund Accounting, Fund Admin, Hedge Funds Servicing, Investment Analytics, Compliance, ETFs, IMOS, Private Equity and Real Estate Services, Securities Lending, Trading Services, and Data Analytics.

Responsibilities

• Coordinate the requirements gathering process.
• Ensure fund manager requirements are understood and collaborate with internal partners to design, document, and secure sign-off on scope and solutions.
• Support project activities including:
• Develop and manage project delivery plans.
• Execute project plans with robust governance and reporting.
• Actively mitigate and manage project risk by coordinating timely resolution of issues.
• Scope containment and change management.
• Manage and motivate virtual teams across multiple locations and disciplines.
• Execute post-implementation reviews to continually improve practices.
• Prioritize, track, and report on all projects in the pipeline.
• Ensure compliance with all controls and procedures.
• Own all project communication to internal and external stakeholders.
• Deliver high levels of internal and external client satisfaction.
• Identify potential tactical and strategic improvements to implementation processes.
• Proactively drive internal team and department-wide initiatives as agreed upon.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level