Jobs

Client Solutions - Client Onboarding Associate
Tampa, FL, United States, US
·
On-site
·
Full-time
·
1mo ago
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.
Job 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.
Required qualifications, capabilities, and skills
- 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.
Preferred qualifications, capabilities, and skills
- 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.
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About JPMorgan Chase

JPMorgan Chase
PublicJPMorgan Chase is a multinational investment bank and financial services company that provides banking, investment, and asset management services globally. It is one of the largest banks in the United States by assets and market capitalization.
300,000+
Employees
New York City
Headquarters
Reviews
4.2
10 reviews
Work Life Balance
4.2
Compensation
4.3
Culture
4.5
Career
4.4
Management
4.1
75%
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Pros
Good pay and benefits
Work-life balance
Career advancement opportunities
Cons
Heavy workload at times
Career advancement takes time
Pay could be better in some roles
Salary Ranges
47 data points
Junior/L3
Mid/L4
Senior/L5
Junior/L3 · Analyst
21 reports
$126,500
total / year
Base
$110,000
Stock
-
Bonus
-
$95,450
$155,250
Interview Experience
4 interviews
Difficulty
2.8
/ 5
Duration
14-28 weeks
Interview Process
1
Application Review
2
HireVue Video Interview
3
Technical/Behavioral Assessment
4
Final Interview Round
5
Offer Decision
Common Questions
Behavioral/STAR
Technical Knowledge
Past Experience
Culture Fit
Case Study
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