Client Onboarder, Global Banking
JPMorganChase
The Client Onboarding team requires a strong project governance discipline to execute proven client and product onboarding methodologies. You will need to possess rich expertise to consult and lead clients in adopting JPMorgan Payments technology and products across Treasury, Cash Management, Trade, and Merchant Acquiring businesses.
As a Client Onboarder at J.P. Morgan Global Banking, you will will collaborate with our clients to implement JPMorgan Payments products, enhancing their eCommerce business capabilities and treasury operations. You will play a pivotal role in driving and coordinating all aspects of a positive client onboarding experience.You will own the post-mandate client experience, coordinating all aspects of onboarding from solution finalization through testing and live production. You will also need to manage multiple concurrent client implementations, prioritize tight deadlines, and lead communications with senior stakeholders, while adhering to applicable legal, risk, compliance, and control frameworks. You will also participate and contribute to process optimization and client experience enhancements.
Job Responsibilities
- Serve as the single point of contact, providing overall ownership of the client experience and satisfaction during onboarding.
- Manage multi-entity and cross-jurisdiction product implementation and account opening requests, including cross-region deals.
- Collaborate with clients and coverage teams to develop and execute implementation plans, establishing clear expectations and transparent timelines.
- Lead client-facing activities such as workshops, solution refinement, project planning, product testing, and legal documentation management.
- Ensure compliance with audit and controls policies and procedures, with a focus on risk management.
- Drive improvements to the global operating model with partners in Sales, Product, Legal, Compliance, Operations, Technology, and Client Service to deliver high client satisfaction and internal efficiencies.
- Provide subject matter expertise for international regulatory requirements, products, documentation, and services.
- Support global and regional onboarding initiatives to enhance client experience and meet operational and regulatory requirements.
- Monitor the progress of implementation requests and escalate issues as needed to ensure timely execution.
Required qualifications, capabilities and skills
- Experience in client-facing and project management roles.
- Knowledge or experience in Treasury, Cash Management, Finance, or the Payments industry.
- Strong verbal and written communication skills in both English and local language.
- Strong teamwork and organizational skills, with the ability to work independently within a matrixed, cross-functional, global organization.
- Bachelor’s degree or equivalent.
Preferred qualifications, capabilities and skills
- At least 2 years of relevant work experience.
- Experience with AI/ML applications or automation tools such as Alteryx, UiPath, or Python, with a demonstrated ability to drive process improvement or transformative changes.
- Knowledge or hands-on experience with enterprise applications such as SAP or Oracle, particularly in the finance or treasury domain.
- Familiarity with payment file/data transfer technologies such as ISO XML, enterprise connectivity (SFTP, API, SWIFT) is advantageous.
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.
J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
Deliver seamless onboarding and implementation of JPMorgan Payments products for global clients.