Client Operations Associate - Account Opening and Onboarding

Client Operations Associate- Account Opening CORE

 

Set the tone for client relationships by enabling fast, seamless account and product setup for Asset & Wealth Management clients. Ensure strong AML/KYC controls by delivering complete, accurate onboarding and renewals in partnership with client-facing teams.

As a Client Onboarding Associate within the Global Middle Office Operations team (Asset & Wealth Management), you own end-to-end onboarding of new clients to ensure accounts, products, and services are available quickly and seamlessly. You collect, vet, and submit client information to meet AML/KYC and account opening requirements accurately and within established SLAs, including periodic renewals. You support client-facing teams by gathering documentation, capturing client preferences for product configuration, and making independent AML risk recommendations prior to final review.

 Job Responsibilities 

• Own end-to-end onboarding and periodic renewal of clients, ensuring adherence to KYC regulatory standards and account opening requirements.
• Collect and vet client information and documentation to confirm completeness, eligibility, and alignment with product and account opening procedures.
• Partner with client-facing teams to obtain required KYC information and ensure client records meet regulatory standards.
• Submit KYC records accurately and timely in line with established SLAs, tracking progress and driving completion to closure.
• Configure products and accounts by working with front office banking and operations teams to capture client preferences and set up services.
• Draft and gather client documents and provide independent recommendations regarding AML risk at a client level before final review.
• Monitor regulatory and procedural changes related to KYC, AML, suitability, documentation, and product/account opening requirements, applying updates to onboarding execution.

Required qualifications, skills and capabilities

• Strong understanding of client onboarding processes, including AML, KYC, and account opening requirements
• Ability to collect, validate, and maintain accurate client documentation and KYC records to regulatory standards
• Strong stakeholder management skills to partner with client-facing teams, front office, and operations to deliver seamless setup
• Strong attention to detail and ability to deliver timely, accurate submissions within SLA and renewal deadlines
• 4+ years of relevant experience 

Preferred qualifications, skills and capabilities 

• Experience supporting Asset & Wealth Management clients and familiarity with AWM product and account structures
  

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 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.

Experience Level

Mid Level