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채용JPMorgan Chase

Client Solutions - Client Onboarding Associate

JPMorgan Chase

Client Solutions - Client Onboarding Associate

JPMorgan Chase

Tampa, FL, United States, US

·

On-site

·

Full-time

·

2mo ago

필수 스킬

Project Management

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.

총 조회수

0

총 지원 클릭 수

0

모의 지원자 수

0

스크랩

0

JPMorgan Chase 소개

JPMorgan Chase

JPMorgan Chase & Co. is an American multinational banking institution headquartered in New York City and incorporated in Delaware. It is the largest bank in the United States, and the world's largest bank by market capitalization as of 2025.

300,000+

직원 수

New York City

본사 위치

$500B

기업 가치

리뷰

3.8

10개 리뷰

워라밸

3.2

보상

4.1

문화

3.8

커리어

3.0

경영진

2.5

65%

친구에게 추천

장점

Good benefits and compensation

Supportive and collaborative environment

Flexible work arrangements

단점

Long hours and heavy workload

Management issues and lack of direction

High stress during peak times

연봉 정보

41개 데이터

Junior/L3

Mid/L4

Senior/L5

Junior/L3 · Analytics Solutions Associate

1개 리포트

$139,000

총 연봉

기본급

$107,000

주식

-

보너스

-

$139,000

$139,000

면접 경험

5개 면접

난이도

3.0

/ 5

소요 기간

14-28주

합격률

40%

경험

긍정 20%

보통 80%

부정 0%

면접 과정

1

Application Review

2

HireVue Video Interview

3

Recruiter Screen

4

Superday/Panel Interview

5

Final Interview

6

Offer

자주 나오는 질문

Behavioral/STAR

Technical Knowledge

Culture Fit

Past Experience

Case Study