Client Onboarding - Associate

Own our Client's Onboarding experience end to end! Use your Project Management expertise to manage complex treasury product implementations for JP Morgan Chase Clients from around the world.

As a Client Onboarding Associate within the Commercial Bank, you will lead a project team that supplies support for the implementation of Treasury and Banking products and services.

Partner with client and internal stake holders to help provide a best-in-class experience.

In this role you are often the clients first true experience working with JP Morgan Chase.

Job Responsibilities


* Own the product implementation and training experience for your assigned clients


* Meet and connect with clients through WebEx, Zoom, and other collaboration technologies


* Build and maintain strong relationships with key partners in Relationship Management, Sales, Service, Operations and Product Management


* Manage client and partner expectations and understanding throughout the implementation process


* Exhibit ownership of implementations experience and own client satisfaction results


* Work with partners in Operations and Product Management to streamline processes


* Identify instances of business risk and show ownership of issues when they arise


* Scope client requests and translate business requirements into detailed technical specifications for treasury services


* Use Microsoft Office tools to document meeting agendas and minutes and project plans.

Use of workflow tool for status updates and document repository


* Demonstrate creative problem solving and judgement and be empowered to escalate when necessary


* Manage client and internal partner expectations by establishing timeliness and dependencies with the goal to exceed expectations

Required Qualifications, capabilities and skills


* General knowledge of Treasury Products and Services


* An appreciation for being a 'keeper of our brand' with 3+ years of applicable experience and a passion for delivering a consistent, stellar client and partner experience


* Prior project management experience


* Experience in risk awareness and skills to develop and ensure quality program set ups


* Excellent verbal, written, interpersonal, presentation, negotiating and organizational skills


* Strategic thinking with the ability to manage conflict and adapt to change


* Demonstrated team building skills and ability to work in a team environment


* Ability to clearly communicate, partner and influence - leading others to a common goal


* Comfort in using technology such as WebEx, Zoom and other collaboration tools for enhanced client discussions

Preferred qualifications, capabilities and skills


* Bachelor of Science or Business Administration Degree


* PMP or other Project management Certifications


* Ability to provide quantifiable management reporting


* Passion for learning new operating models, technologies, and industry t...