JPMorganChase · 1 day ago
Client Onboarding & Service Business Manager - Senior Associate
Plano, TX
Full-time
Onsite
Mid Level
$86K/yr - $125K/yr
3+ years expJPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers and businesses. As a Senior Associate in the Client Onboarding & Service group, you will support strategic initiatives, develop executive presentations, and drive operational improvements while collaborating with global partners and managing critical deliverables.
Asset ManagementBankingFinancial Services
Responsibilities
Create high-quality presentations that simplify complex ideas for leadership, articulating strategic direction and performance tracking
Support the creation of agendas and materials for executive events, including leadership offsites, townhalls, and client visits
Ensure data integrity and accuracy for executive and ad hoc reports, tracking and analyzing performance trends
Lead and participate in collaborative initiatives to improve business processes and foster innovation
Provide high responsiveness to executive ad-hoc requests, including presentation development and business analysis
Support management in strategic business communications, including video messages and organization announcements
Foster strong relationships with internal and external stakeholders to ensure effective communication and engagement
Manage and track critical action items to closure, providing proactive status updates
Support the creation of standard and recurring materials aligned with business strategy
Own and maintain key COS organizational documents, ensuring they are current and accurate
Establish and maintain governance models to oversee and manage key deliverables
Qualification
Required
Bachelor's degree required
3 years of relevant experience in financial services
Demonstrated ability to meet and enforce deadlines, organize complex information, and create compelling presentations using Excel and PowerPoint
Strong analytical and organizational skills; ability to interpret and present complex data
Data literacy and ability to leverage data for decision-making
Strong interpersonal and communication skills; able to lead meetings and facilitate dialogues with stakeholders
Comfortable working with senior managers and global teams
Strong multi-tasking, attention to detail, and organizational skills
Ability to complete time-sensitive tasks in a high-pressure environment
Proactive ownership skills with the ability to independently drive results and meet deliverables
Preferred
Experience creating wireframes and mock-ups for management presentations, reports, and dashboards
Experience with document ownership and maintenance for organizational materials
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
10001+ employees
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
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