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...
- Rate: Not Specified
- Location: Charlotte, US-NC
- Type: Permanent
- Industry: Finance
- Recruiter: JPMorgan Chase Bank, N.A.
- Contact: Not Specified
- Email: to view click here
- Reference: 210589279
- Posted: 2025-03-13 08:02:05 -
- View all Jobs from JPMorgan Chase Bank, N.A.
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