JPMorganChase

New Client Onboarding Advisor - Associate

JPMorganChase  •  Milan, IT (Onsite)  •  1 month ago
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Job Description

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 and Italian (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 organised and analytical, able to prioritise 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 organisation, 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


J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

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.

JPMorganChase

About 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.

We serve millions of customers and many of the world’s most prominent corporate, institutional, and government clients daily, managing assets and investments, offering business advice and strategies, and providing innovative banking solutions and services.

Social Media Terms and Conditions: https://bit.ly/JPMCSocialTerms

© 2024 JPMorgan Chase & Co. All rights reserved. JPMorganChase is an Equal Opportunity Employer, including Disability/Veterans.

Industry
Finance & Insurance
Company Size
10,000+ employees
Headquarters
New York, NY
Year Founded
Unknown
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