New Client Onboarding Advisor - Associate
New Client Onboarding Advisor - Associate

New Client Onboarding Advisor - Associate

Entry level 30000 - 40000 £ / year (est.) No home office possible
JPMorganChase

At a Glance

  • Tasks: Deliver a seamless onboarding experience for clients and bankers, guiding them through documentation.
  • Company: Join JPMorgan Chase, a leader in Asset & Wealth Management with $2.4 trillion in assets.
  • Benefits: Global exposure, accelerated learning, and meaningful work from day one.
  • Other info: Collaborative culture that values diversity and inclusion.
  • Why this job: Make a real impact in a fast-paced environment while building transferable skills.
  • Qualifications: Fluent in English, strong communication skills, and a client-focused mindset.

The predicted salary is between 30000 - 40000 £ per year.

You’ll join a high-performing, growing team in a fast-paced environment, helping deliver a best-in-class onboarding experience for JPMorgan Chase Asset & Wealth Management. Wealth Management is part of our Asset & Wealth Management business, which oversees $2.4 trillion in assets under management. As a New Client Onboarding Advisor Associate, your focus is the client experience: making onboarding clear and efficient. You will own the end-to-end onboarding journey, setting clear documentation requirements, keeping clients and bankers informed, and ensuring full compliance with AML and KYC standards. You’ll gain exposure to complex client structures and the way wealth is managed at the highest level, while building transferable skills that can support a career across operations, client service and product.

Job Responsibilities

  • Deliver a seamless onboarding experience for clients and bankers by owning the end-to-end account opening journey from first request through to readiness to trade.
  • Guide clients through documentation, advising internal and external stakeholders on what’s needed and reviewing legal, tax and account-opening documents to meet regulatory and internal requirements.
  • Ensure AML/KYC requirements are completed accurately and on time by capturing due diligence in relevant systems, maintaining accurate client profiles, and driving completion at the start of the relationship.
  • Apply strong judgement on risk by assessing complex client structures, flagging issues early, and escalating to Compliance where required.
  • Act as the onboarding SME, translating requirements into practical next steps for client-facing teams and staying current on regulatory and policy changes.

Required Qualifications, Capabilities And Skills

  • Fluent in English (written and spoken).
  • AML/KYC experience, or a 2:1 degree (or above) in any discipline — we value intellectual curiosity over a specific subject.
  • Clear, confident communicator with strong attention to detail; able to advise and influence clients, bankers and internal partners.
  • Highly organized and analytical, able to prioritize effectively and apply a structured approach to problem-solving and decision-making.
  • Strong risk and controls mindset, able to spot issues early, think laterally and articulate the wider context and impact.
  • Client-focused and delivery-driven, comfortable working at pace, managing multiple onboarding requests and maintaining momentum through to completion.
  • Collaborative and consultative, able to navigate a complex organization, understand stakeholder needs and proactively drive solutions.
  • Additional languages (advantageous): French, German, Russian, Spanish, Arabic, Greek or a Nordic language.

Why Join Us

  • Global exposure
  • Accelerated learning
  • Meaningful work from day one
  • Culture of excellence: a collaborative, intellectually rigorous environment that rewards initiative and curiosity

Equal Opportunity Statement

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.

New Client Onboarding Advisor - Associate employer: JPMorganChase

At JPMorgan Chase, we pride ourselves on being an exceptional employer, offering a dynamic and collaborative work culture that fosters professional growth and development. As a New Client Onboarding Advisor Associate, you will benefit from global exposure and accelerated learning opportunities while contributing to meaningful work that impacts our clients' wealth management journey. Our commitment to diversity and inclusion ensures that every employee feels valued and empowered to thrive in their career.
JPMorganChase

Contact Detail:

JPMorganChase Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land New Client Onboarding Advisor - Associate

✨Tip Number 1

Network like a pro! Reach out to current employees at JPMorgan Chase on LinkedIn or through mutual connections. Ask them about their experiences and any tips they might have for the onboarding process.

✨Tip Number 2

Prepare for the interview by understanding the AML/KYC requirements inside out. Brush up on your knowledge of compliance regulations and be ready to discuss how you would handle complex client structures.

✨Tip Number 3

Showcase your organisational skills during the interview. Be ready to share examples of how you've managed multiple tasks or projects simultaneously, especially in fast-paced environments.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining our team and delivering that top-notch client experience.

We think you need these skills to ace New Client Onboarding Advisor - Associate

AML/KYC Experience
Client Onboarding
Documentation Review
Regulatory Compliance
Risk Assessment
Analytical Skills
Attention to Detail
Communication Skills
Organisational Skills
Problem-Solving Skills
Stakeholder Management
Collaboration
Time Management
Ability to Work Under Pressure

Some tips for your application 🫡

Tailor Your Application: Make sure to customise your CV and cover letter for the New Client Onboarding Advisor role. Highlight your relevant experience, especially in AML/KYC, and show us how your skills align with the job description.

Showcase Your Communication Skills: As a client-focused role, it's crucial to demonstrate your clear and confident communication style. Use examples in your application that showcase how you've effectively advised clients or collaborated with teams in the past.

Be Detail-Oriented: Attention to detail is key in this position. When filling out your application, double-check for any errors and ensure that all required information is included. This will reflect your ability to maintain accuracy in client profiles.

Apply Through Our Website: We encourage you to apply directly through our website. This not only streamlines the process but also shows your enthusiasm for joining our team at StudySmarter. Plus, it’s the best way to ensure your application gets noticed!

How to prepare for a job interview at JPMorganChase

✨Know Your AML/KYC Basics

Make sure you brush up on your Anti-Money Laundering (AML) and Know Your Customer (KYC) regulations. Being able to discuss these topics confidently will show that you understand the importance of compliance in the onboarding process.

✨Master the Client Journey

Familiarise yourself with the end-to-end onboarding journey. Be prepared to explain how you would guide clients through documentation and what steps you would take to ensure a seamless experience. This shows you’re proactive and client-focused.

✨Showcase Your Communication Skills

As a New Client Onboarding Advisor, clear communication is key. Practice articulating complex ideas simply and confidently. Think about examples where you've successfully influenced stakeholders or resolved issues through effective communication.

✨Demonstrate Organisational Skills

Be ready to discuss how you prioritise tasks and manage multiple requests. Share specific examples from your past experiences where you’ve had to stay organised under pressure, as this role requires a structured approach to problem-solving.

New Client Onboarding Advisor - Associate
JPMorganChase

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