Client Service Account Manager - Client Onboarding & Service - Senior Associate

Location: Canada

Job Family: Client Service

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a strong presence in Canada, offering innovative solutions in corporate banking, investment management, and more. As a Client Service Account Manager - Client Onboarding & Service - Senior Associate in our Client Service team, you will play a pivotal role in delivering exceptional service to our large corporate clients. Reporting to the Client Service Manager, you will oversee a diverse portfolio of high-value accounts, ensuring smooth onboarding and ongoing support that aligns with our commitment to client-centric excellence. This position is based in Canada and offers the opportunity to contribute to a dynamic team that drives client satisfaction and business growth in a competitive financial landscape. Your primary focus will be on managing the full lifecycle of client onboarding, from initial documentation and compliance checks to activation of services on JP Morgan Chase's robust platforms. You will act as the trusted advisor for corporate clients, addressing their needs with precision and professionalism while navigating complex regulatory environments specific to Canadian markets. Collaboration is key; you will partner with cross-functional teams to resolve escalations, optimize processes, and provide actionable insights that enhance our service offerings. This role demands a proactive approach to identifying client pain points and implementing solutions that foster long-term partnerships. In addition to core onboarding responsibilities, you will monitor portfolio performance, generate tailored reports, and support strategic initiatives that align with JP Morgan Chase's global standards. We value innovation and efficiency, so you will have opportunities to contribute to process improvements that streamline operations and reduce risks. Joining our team means being part of a supportive culture that emphasizes professional growth, work-life balance, and the chance to make a meaningful impact in the financial services industry. If you are passionate about client service and ready to elevate your career at one of the world's most admired financial institutions, we invite you to apply.

Key Responsibilities

• Manage the end-to-end client onboarding process for a portfolio of large corporate clients, ensuring seamless integration into JP Morgan Chase's platforms
• Serve as the primary point of contact for client inquiries, resolving issues related to account setup, documentation, and service delivery
• Conduct thorough KYC/AML reviews and ensure compliance with Canadian regulatory standards
• Collaborate with internal teams including legal, compliance, and operations to facilitate efficient client servicing
• Monitor client portfolios for service needs, proactively identifying opportunities to enhance client satisfaction and retention
• Prepare and deliver regular client reports on account status, transaction history, and performance metrics
• Drive process improvements in client onboarding workflows to reduce turnaround times and enhance accuracy
• Liaise with senior executives to address complex client escalations and maintain high levels of service excellence
• Support business development initiatives by providing insights on client needs and feedback to product teams
• Ensure all client interactions adhere to JP Morgan Chase's risk management and data privacy policies

Required Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field
• Minimum of 5 years of experience in client onboarding, account management, or client service within the financial services industry
• Proven track record of managing client relationships for large corporate portfolios
• Strong understanding of regulatory requirements in Canadian financial markets, including AML/KYC compliance
• Excellent communication and interpersonal skills with the ability to interact with senior stakeholders
• Proficiency in financial systems and tools such as CRM platforms and onboarding software
• Ability to work in a fast-paced environment and manage multiple priorities effectively

Preferred Qualifications

• Advanced degree or certification such as CFA, CPA, or CSC
• Experience in corporate banking or investment services at a major financial institution
• Familiarity with JP Morgan Chase's internal systems and processes
• Bilingual proficiency in English and French
• Prior exposure to cross-border client onboarding in North American markets

Required Skills

• Client relationship management
• KYC/AML compliance expertise
• Financial regulatory knowledge
• Account onboarding processes
• CRM software proficiency (e.g., Salesforce)
• Data analysis and reporting
• Problem-solving and issue resolution
• Strong verbal and written communication
• Attention to detail and accuracy
• Time management and prioritization
• Team collaboration and cross-functional coordination
• Risk assessment and mitigation
• Customer service orientation
• Adaptability to changing regulations
• Proficiency in Microsoft Office Suite

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 opportunities through JP Morgan's internal training programs and tuition reimbursement
• Employee wellness programs including gym memberships and mental health support
• Flexible work arrangements with hybrid options in Canada
• Stock purchase plan and employee discounts on financial products

JP Morgan Chase is an equal opportunity employer.