JPMorganChase
The Client Onboarding Associate leads new account onboarding and complex lifecycle events for institutional and strategic clients, serving as the primary point of contact to ensure a timely, controlled, and transparent experience. This role combines project management, operational knowledge, and risk awareness to coordinate stakeholders, track milestones, and drive strong client outcomes. The associate identifies risks early, maintains accurate documentation, and supports continuous improvement to strengthen the overall client experience.
JPMorgan Chase is a leading global financial services firm that provides a full range of banking, investment banking, asset and wealth management, and payments and treasury services to consumers, businesses, governments, and institutions. Its consumer business operates under the Chase brand, offering retail banking, credit cards, mortgages and auto loans, while J.P. Morgan delivers corporate & investment banking, markets, securities services and asset management. Headquartered in New York, the firm combines scale, technology and risk management to serve clients worldwide. It is one of the largest banks by assets and is widely recognized for its capital markets expertise and integrated financial solutions.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for JPMorganChase.
JPMorganChase didn’t post a salary, so this is our estimate from similar listings.
39% above the average for this role
Client Onboarding Management Professional
JPMC
Assistant Vice President, Client Onboarding
The Emerald Recruiting Group
Client Onboarding Associate
Clear Street
Client Onboarding Specialist
Northern Trust
Associate, Client Service and Onboarding
OSTTRA
Director, Client Onboarding Technology
HarbourVest Partners