Onboarding Associate

Make your mark improving client onboarding by ensuring every document is validated, indexed, and audit-ready, while growing your operations career.

As an Associate in Payments Client Onboarding, you will manage end-to-end document validation, indexing, and authentication to support client account openings and product set-ups. You will partner with implementation and service teams, internal stakeholders, and clients (as applicable) to resolve document gaps quickly and accurately. You will help maintain strong risk controls and service delivery through disciplined workflow management, clear communication, and audit-ready recordkeeping.

Job Responsibilities:

• Assess client information and compile complete, compliant documentation packages for downstream processing
• Validate documentation against applicable policies, standards, and regulatory requirements
• Perform primary and secondary authentication activities, including signature validation and call-back verification when required
• Review existing internal documentation repositories to leverage previously collected documentation where appropriate
• Index, store, retrieve, and maintain documents in approved repositories with accurate metadata and version control
• Monitor shared mailboxes and workflow queues, prioritizing requests to meet service expectations
• Track approvals, exceptions, and deferred items; escalate risks, delays, and blockers in a timely manner
• Respond to documentation inquiries via email and phone, coordinating across implementation, operations, legal, and business partners
• Maintain complete documentation trails to support audit, monitoring, and compliance reviews
• Produce operational reporting on volumes, turnaround times, and service delivery performance indicators

• Identify process gaps and drive continuous improvement to strengthen controls, efficiency, and client experience

  
  

Required qualifications, skills, and capabilities:

• Bachelor’s degree in business, finance, or a related field
• 10+ years of experience in operations, documentation processing, or client onboarding within financial services
• Working knowledge of client onboarding documentation requirements and common financial crime controls, including know your customer and anti-money laundering standards
• Experience supporting payment products, legal agreements, and account opening documentation workflows
• Proficiency with common office productivity tools for email, spreadsheets, documents, and presentations
• Experience using document management and workflow queue tools to track, prioritize, and complete requests
• Knowledge of documentation authentication practices, including signature validation and verification controls
• Strong attention to detail and ability to identify discrepancies, omissions, and documentation gaps
• Strong organizational skills and ability to manage multiple priorities with consistent follow-through
• Strong written and verbal communication skills to engage internal partners and clients (as applicable)

• Understanding of audit and regulatory expectations related to documentation retention, traceability, and controls

  
  

Preferred qualifications, skills, and capabilities:

• Master of business administration degree
• Experience supporting treasury and cash management documentation or institutional payments documentation
• Experience managing legal document templates, updates, and version control processes
• Demonstrated experience delivering continuous improvement and process optimization in an operations environment

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.