Client and Onboarding Associate

JPMorgan Chase JPMorgan Chase · Banking · Bengaluru, Karnataka, India · Commercial & Investment Bank

Client and Onboarding Associate role at JPMorgan Chase, focusing on leading a team to deliver exceptional customer service and operational support. Responsibilities include managing client relationships, utilizing anti-fraud expertise, driving process automation, managing stakeholders, and resolving conflicts. Requires 10+ years of experience, including 6+ in customer service team management, people leadership, planning, anti-fraud strategies, process automation, and conflict management. AI Tools Proficiency is mentioned as a requirement for accelerating automation, productivity, and client service.

What you'd actually do

  1. Lead the implementation of defined goals and objectives, aligning team resources and operations with organizational goals, and ensuring the delivery of high-quality client service.
  2. Utilize advanced anti-fraud awareness to detect and prevent fraudulent transactions, safeguarding the financial and reputational integrity of both the client and the institution.
  3. Drive process automation initiatives, leveraging systems architecture and automation technologies to enhance operational efficiency and service delivery.
  4. Manage internal stakeholder relationships, influencing decision-making processes and aligning team objectives with broader organizational goals.
  5. Oversee conflict resolution within the team and with clients, employing effective negotiation strategies to ensure win-win outcomes.

Skills

Required

  • Customer service management
  • Operational tasks
  • Relationship management
  • People leadership
  • Team building
  • Engagement
  • Development
  • Retention
  • Planning
  • Resource allocation
  • Anti-fraud strategies
  • Process automation
  • Systems architecture
  • Automation technologies
  • Conflict management
  • Negotiation strategies
  • AI Tools Proficiency

Nice to have

  • Banking or financial services industry experience
  • Commercial or investment banking experience
  • Leadership skills
  • Team management skills
  • Analytical skills
  • Problem-solving skills
  • Banking software and systems familiarity
  • Data analytics tools proficiency
  • Continuous improvement mindset

What the JD emphasized

  • Minimum 10 years of work experience
  • 6 or more years of experience in managing customer service teams
  • AI Tools Proficiency