Client Service Account Manager - Client Onboarding & Service - Associate

Location: Toronto, ON, Canada

Job Family: Client Service

About the Role

At JPMorgan Chase, we are a leading global financial services firm with a proud history of innovation and client focus. As a Client Service Account Manager - Client Onboarding & Service - Associate in our Global Banking division, you will play a pivotal role in delivering exceptional onboarding experiences to our corporate and institutional clients. Based in our Toronto office, you will join a dynamic team dedicated to ensuring smooth transitions into our world-class banking solutions, while upholding the highest standards of compliance and service excellence. This position offers the opportunity to work with diverse clients across industries, leveraging JPMorgan Chase's extensive resources to drive client success in the Canadian market. Your day-to-day responsibilities will center on managing the full client onboarding lifecycle, from initial documentation and verification to account activation and ongoing support. You will act as a trusted advisor, coordinating with cross-functional teams to resolve complex issues and ensure all processes align with Canadian regulatory requirements, such as those from OSFI and FINTRAC. By fostering strong client relationships, you will identify service gaps and recommend tailored solutions from JPMorgan Chase's suite of products, including cash management, trade finance, and liquidity services. This role demands a proactive approach to client satisfaction, with opportunities to contribute to strategic initiatives that enhance our onboarding efficiency. We value professionals who thrive in a collaborative, high-performance culture. In this associate-level position, you will gain exposure to senior leadership and global projects, supporting your career growth within one of the world's most admired financial institutions. If you are passionate about client service and excited to contribute to JPMorgan Chase's mission of empowering economic growth, this role in Toronto provides a rewarding platform to advance your expertise in financial services.

Key Responsibilities

• Serve as the primary point of contact for clients during the onboarding process, ensuring seamless account setup and activation
• Manage end-to-end client onboarding workflows, including documentation review, risk assessments, and regulatory compliance checks
• Build and maintain strong relationships with clients in the Global Banking division, addressing inquiries and resolving issues promptly
• Collaborate with internal teams such as compliance, legal, and operations to facilitate efficient service delivery
• Monitor client accounts for ongoing service needs, identifying opportunities for product enhancements or cross-selling
• Ensure adherence to JPMorgan Chase's policies and Canadian financial regulations, mitigating risks in client interactions
• Prepare and deliver client reports, performance summaries, and service updates using JPMorgan's proprietary tools
• Contribute to process improvements in the Client Onboarding and Service team to enhance efficiency and client satisfaction
• Support ad-hoc projects related to client service initiatives in the Toronto office
• Participate in client meetings and training sessions to promote JPMorgan Chase's banking solutions

Required Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field
• Minimum of 2-3 years of experience in client onboarding, account management, or customer service within the financial services industry
• Strong understanding of banking regulations and compliance requirements, particularly in Canada
• Proficiency in client relationship management systems and financial software
• Excellent communication skills with the ability to interact with high-net-worth clients and internal stakeholders
• Ability to work in a fast-paced environment and manage multiple priorities
• Fluency in English; French language skills are advantageous for Canadian operations

Preferred Qualifications

• Experience with JPMorgan Chase systems or similar global banking platforms
• Knowledge of KYC (Know Your Customer) and AML (Anti-Money Laundering) processes
• Prior exposure to corporate banking or investment services
• Certification in financial services, such as CSC (Canadian Securities Course) or equivalent
• Demonstrated success in cross-functional team collaboration within a multinational firm

Required Skills

• Client relationship management
• Regulatory compliance and KYC/AML knowledge
• Financial data analysis
• Problem-solving and issue resolution
• Attention to detail
• Time management and prioritization
• Proficiency in Microsoft Office Suite (Excel, PowerPoint)
• Experience with CRM systems like Salesforce or equivalent
• Strong verbal and written communication
• Team collaboration and stakeholder engagement
• Risk assessment and mitigation
• Adaptability in a dynamic financial environment
• Customer service orientation
• Basic understanding of banking products and services
• Analytical thinking for process optimization

Benefits

• Competitive base salary and performance-based annual bonuses
• Comprehensive health, dental, and vision insurance coverage
• Retirement savings plan with generous company matching contributions
• Paid time off including vacation, sick days, and parental leave
• Professional development programs and tuition reimbursement for relevant certifications
• Employee stock purchase plan and financial wellness resources
• On-site fitness facilities and wellness programs at the Toronto office
• Global mobility opportunities within JPMorgan Chase's international network

JP Morgan Chase is an equal opportunity employer.