Client Onboarding Implementation Associate
On-siteCharlotte, North Carolina, United States
Job Summary
Lead the execution of strategic client onboarding initiatives, guiding new and existing clients through transitions to the Chase banking platform while resolving complex issues and ensuring compliance with technical standards and policies. Manage conflicts and foster collaboration using emotional intelligence, then plan and organize daily team work to maintain progress within established procedures. Drive continuous improvement in the operating platform through innovation and design thinking, while overseeing project management activities to ensure timely onboarding. Maintain anti-fraud awareness and implement cybersecurity measures to protect client data, and foster digital literacy within the team. Some travel is required (10%) to visit clients and internal partners.
Required Qualifications
- 1+ years of experience in managing and executing strategic initiatives in a professional field
- Proven ability to lead client onboarding processes, with a focus on transitioning clients to new banking platforms
- Demonstrated proficiency in conflict management, with a track record of resolving conflicts and fostering collaboration in a professional setting
- Experience in driving continuous improvement in operating platforms, using innovation and design thinking techniques
- Proficiency in data and tech literacy, with a willingness to understand and implement new/emerging technologies that impact business
- Some travel required (10%) to visit clients and internal partners
Desired Qualifications
- Utilize presentation skills to clearly communicate onboarding procedures and updates to clients and stakeholders
- Oversee project management activities to ensure timely and successful client onboarding
- Maintain anti-fraud awareness to safeguard the onboarding process against potential threats
- Foster digital literacy within the team to leverage technology in the onboarding process
- Implement cybersecurity measures to protect client data during the onboarding process
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