Asset Management - Client Onboarding Associate (Institutional)

Role summary

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The Client Onboarding Associate supports institutional asset-management clients through account opening, documentation, due diligence, regulatory checks, data validation, and coordination with internal teams. Requirements typically include a bachelor’s degree, strong attention to detail, good written and verbal communication, and experience in banking, financial services, operations, or client onboarding. Familiarity with KYC, AML, client documentation, and risk controls is advantageous. Candidates are expected to manage multiple cases accurately, meet deadlines, resolve issues professionally, maintain confidential information, and work effectively with global stakeholders. The role may require flexibility to support international time zones and continuous improvement of onboarding processes.

About the employer

JPMorgan Chase & Co. is a leading global financial-services firm headquartered in the United States. It operates across consumer and community banking, commercial banking, investment banking, asset management, and private banking. The company serves individuals, businesses, institutions, and governments in many countries through a combination of financial expertise, technology, and extensive market infrastructure. Its asset-management business provides investment solutions and advisory services to institutional and individual clients worldwide. JPMorgan Chase maintains significant operations in the Philippines, including technology, finance, risk, customer support, and investment-management services. Employees typically work in highly regulated environments that emphasize integrity, client service, teamwork, operational excellence, and data security. The firm also offers structured career development, training, and opportunities to collaborate with international teams.