Client Onboarding & Documentation Associate

As a Client Onboarding & Documentation (CO&D) Transformation Process Management Associate at JPMorgan. Chase, you will support the planning and execution of key CO&D initiatives. You will partner with Third-Party Oversight, the Vendor Management Office, Legal, AI Governance, and other stakeholders to advance vendor onboarding, AI governance, and client-facing document and template governance, with a focus on consistent execution, clear accountability, and timely delivery.

Job Responsibilities

You will analyze and help resolve complex client-onboarding process issues while ensuring compliance with applicable standards and policies. You will coordinate team priorities, strategic initiatives, leadership routines, progress tracking, and follow-ups. You will maintain project plans, timelines, dashboards, reporting, and action logs to support key business priorities.

You will monitor deliverables, identify risks and execution gaps, and drive recommended actions to improve outcomes and accountability. You will lead cross-functional initiatives across client-facing templates, AI governance, and vendor management. You will align scope, sequencing, dependencies, and milestones with Product, Process, Technology, Operations, Controls, and Policy partners.

You will prepare executive-ready presentations, summaries, communications, and performance updates. You will deliver work with accuracy, quality, discretion, and operational discipline, and support conflict resolution to strengthen collaboration. Required Qualifications, Capabilities and Skills. 4+ years of experience managing and executing strategic initiatives.

Experience in client onboarding, KYC, or document-management operations within financial services or a related industry. Advanced proficiency in PowerPoint, Excel, reporting tools, and project-tracking platforms such as Confluence and SharePoint. Proven ability to manage competing priorities and deadlines in a fast-paced environment.

Strong written and verbal communication skills, including experience preparing executive-level materials. Strong organizational skills, attention to detail, professionalism, and discretion when handling sensitive information. Demonstrated ability to build relationships and collaborate across functions and leadership levels.

Bachelor’s degree or equivalent experience; willingness to travel up to 25%. Preferred Qualifications, Capabilities and Skills. Strong presentation and communication skills, including explaining onboarding procedures and updates clearly. Proficiency in data analytics, reporting, AI prompting, and emerging technologies.

Experience using tools such as Alteryx and Tableau to support analytics, automation, and business outcomes. Familiarity with Agile practices and tools such as Jira. Demonstrated conflict-management skills and ability to foster collaboration. Experience supporting senior leaders or geographically distributed teams, with ability to translate complex information into actionable, executive-ready materials and drive continuous improvement, process optimization, standardization, and innovation.