J.P. Morgan, a global leader in financial services, offers strategic advice and products to top corporations, governments, and investors. We prioritize building trusted, long-term partnerships to help clients achieve their goals. Our diverse workforce is key to our success, and we are committed to diversity and inclusion, ensuring equal opportunities for all, regardless of any protected attributes.
As a Client Onboarding Associate within the Client Onboarding Team, you will have a client-facing role, acting as a Project Manager for the implementation of JPMorgan products including bank accounts, payments and collections solutions, bank statements, etc. In this role, you will work closely with clients, Sales, Product, Operations, and Client Service to enhance global client satisfaction through seamless delivery of treasury solutions using robust tools and proven methodology, expert consultation, and client advocacy. Be seen as an innovative, passionate, and proactive partner in delivering a seamless end-to-end client experience. You must be able to coordinate multi-disciplinary internal and client teams to understand client requirements and deliver the implementation of new business wins efficiently and on-time; recognize issues and their severity, escalate to appropriate team members/functions, and own those that are appropriate. This role will handle multiple deals/projects concurrently that may have competing priorities, resources, and timelines. You must work independently with minimal supervision, as well as partner with the larger project deal team.
Job responsibilities:
Host scoping meetings with the client to ensure product and technical requirements are understood and satisfied in accordance with the client's business and technical needs, as well as, the firm's capabilitiesPrepare Statement of Work outlining product implementation options and timelineLead recurring project status meetings via conference callUse tracking tools and systems to document current project status, issues, and risks for all active projectsServe as an effective point of escalation on behalf of clientSupport client during production migration and production verification; coordinate with production teams to ensure all components are successfully migrated, and provide timely status updates to the client and project team
Required qualifications, capabilities, and skills:
Fluent written and spoken in English language.Excellent verbal and written communication skills to both clients and internal partnersUniversity degree (graduated or in progress)
Preferred qualifications, capabilities, and skills:
Project Management experience Client facing experience Cash Management and Treasury knowledge