Client Onboarding Implementation - Associate
JPMorganChase
Lead and Support our Client’s Onboarding experience from start to finish! Utilize your project management skills to assist in complex treasury product implementations for JP Morgan Chase Clients globally.
As an International Client Onboarding Associate within the Commercial Bank, you will be part of a project team that leads the implementation of Treasury and Banking products and services for our US and non-US based clients. Collaborate with clients and internal stakeholders to help deliver a best-in-class experience. In this role, you will contribute to the clients' initial experience working with JP Morgan Chase.
Job Responsibilities:
- Own complex Client-facing projects for Mexico In-country, MNC and Product-only deals
- Assist in the product implementation and training experience for assigned clients
- Participate in meetings with clients through Zoom and other collaboration tools.
- Help build and maintain strong relationships with key partners in Relationship Management, Sales, Service, Operations, and Product Management.
- Support the management of client and partner expectations throughout the implementation process.
- Exhibit ownership of the implementation experience and contribute to client satisfaction results.
- Collaborate with partners in Operations and Product Management to streamline processes.
- Identify instances of business risk and assist in addressing issues when they arise.
- Help scope client requests and translate business requirements into detailed technical specifications for treasury services.
- Use Microsoft Office tools to document meeting agendas, minutes, and project plans. Utilize workflow tools for status updates and document repository.
- Demonstrate creative problem-solving and judgment, and escalate issues when necessary.
- Assist in managing client and internal partner expectations by establishing timelines and dependencies with the goal to exceed expectations.
Required Qualifications, Capabilities, and Skills:
- Advanced knowledge of Treasury Services and/or Custom Card products.
- Passion for delivering a consistent, stellar client and partner experience.
- Experience in project management and willingness to learn.
- Ability to communicate clearly, partner, and influence - working towards a common goal.
- Experience in teamwork and collaboration.
- Comfort in using technology such as WebEx, Zoom, and other collaboration tools for enhanced client discussions.
- Fluent in English
Preferred Qualifications, Capabilities, and Skills:
- Interest in obtaining PMP or other Project Management Certifications.
- Ability to learn new operating models, technologies, and industry trends.
- Language skills other than fluent English are a plus.
- Joining our diverse and innovative global organization will provide you with opportunities for career and personal growth.
- Become a part of our Business Resource Groups, where employees come together on topics such as ethnicity, gender, age, accessibility, special interests, and more.
- Help the community through volunteer opportunities.
- Join focus groups aimed at Innovation and Transformation, creating the future experience for our clients and employees.
Additional Information:
- Please note this role is not eligible for employer immigration sponsorship.
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.
Global Investment Banking supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise.
Implement Treasury product implementation process for new and existing Mexican and international Clients as they transition to our platform.