Wealth Management, USPB Client Onboarding, Associate

Job Description

Ready to promote results through leadership, communication, and influence? Join our US Private Bank Client Onboarding team, where you'll support all aspects of client onboarding, including Account Opening, Anti Money Laundering (AML), and Know Your Client (KYC) requirements. As a Client Onboarding Officer, you'll partner with clients and client-facing teams to ensure compliance with regulatory standards, timely completion of client-level due diligence, and assist with the drafting and gathering of client documents. Stay current with all regulatory changes and requirements around client Suitability and Documentation.

As a Wealth Management, USPB Client Onboarding Associate within our team, you will be responsible for supporting all aspects of client onboarding, including Account Opening, Anti Money Laundering (AML), and Know Your Client (KYC) requirements. You will partner with clients and client-facing teams to ensure all client Account Opening documents are compliant with regulatory standards, and will ensure high quality and timely completion of all client-level due diligence requirements.

Job Responsibilities

• Partner with the client & client facing teams to collect required legal documents and associated information to meet all regulatory and internal polices
• Act as a subject matter expert on required legal documents and process to onboard a client to PB platforms
• Serve as point of contact for account opening issues
• Act as a subject matter resource on account opening policies and procedures

Required qualifications, capabilities and skills 

• 3+ years of experience within a financial services, operational or compliance fields
• Strong written and oral communication skills with a sense of urgency and ability to prioritize/multi-task
• Ability to get up to speed quickly with new or unfamiliar subject matter and work under pressure with fixed deadlines
• Strong client focus and ability to partner with various internal groups and client coverage
• Independent, self-motivated, with an ability to adapt and be flexible in a team environment
• Ability to communicate clearly and confidently; able to influence internal and external stakeholders
• Ability to directly address conflicts and escalate issues where appropriate
• Strong analytical, prioritization and organizational skills with strong risk and controls awareness
• Capacity to think laterally and convey an understanding of the big picture
• Ability to successfully navigate a complex infrastructure that involves numerous groups and individuals
• Demonstrated experience as a key contributing member of a high performing organization

Preferred qualifications, capabilities and skills

• Management experience preferred not required
• Client Onboarding and/or documentation analysis experience preferred.
• Prior experience in Account opening, AML &/or KYC a plus

About Us

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About the Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.​