Client Onboarding Team Lead
JPMorganChase
At JP Morgan we are on a mission to expand our teams with talented individuals who understand that we put our clients at the center of everything we do. By joining Client Onboarding Implementations you are joining a team dedicated to delivering payments and receivables solutions to a diverse set of clients around the globe. If you are driven by the need to exceed client expectations and enjoy the camaraderie of a diverse, proactive team, we want to meet you. The right relationship is everything.
Your first 6 weeks, you will -
Participate in New Hire Training covering the introduction to our implementation organization, project management tools, end-to-end process flows, and additional resources to help you work smarter
Engage with senior leaders to review our Vision and Strategy
Get to know your partners by attending regular calls to review active implementations
Begin to build your brand and establish valuable relationships
Begin to learn our Products and how we implement them
Gain knowledge in utilizing our banking tools
Gain experience through shadowing skilled and knowledgeable peers
What you will need to be successful -
Passion for delivering a consistent, stellar client and partner experience
Project management experience; experience with complex treasury implementations a plus
Comfort in a fast-paced, dynamic client-facing environment
Ability to clearly communicate, partner, and influence - leading others to a common goal
Exhibit adherence to policy and procedures and meet or exceed established SLA
Comfort in using technology such as WebEx, Zoom and other collaboration tools for enhanced client discussions
Fearlessness of new, API-driven technologies and the related implementation requirements
Urgency for solutions and moving projects past roadblocks
Payments and Receivables experience or eagerness to learn
Consulting or business analysis experience in the ERP, systems integration, or API space a plus
MS Office Suite experience
Curiosity and passion for learning new things
Ability to assess, prioritize, and manage your time accordingly
Uses the power of teamwork to achieve positive results
Enthusiasm for change
Ultimately you’ll be expected to own our Client’s Onboarding experience, end-to-end. This includes:
Representing us as the project manager and single point-of-contact on your assigned global implementations
Delivering a first-class, end-to-end client experience during complex treasury product implementations
Manage client and internal partner expectations with consultative advice regarding aspects of treasury solutions including – RFP responses, client presentations and client visits
Scope client requests and translate business requirements into detailed specifications for treasury services
Use of MS Office tools to document scope, meeting agendas and minutes and project plans
Use of workflow tool for status updates and document repository
Manage client and internal partner expectations by establishing timeliness and dependencies with the goal to exceed expectations.
Demonstrate creative problem-solving and heightened awareness of risks and client impacts
Empowerment to escalate when support is needed to remove obstacles to success
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.
Finding and being in the right relationship is everything! That’s why we’re searching for extraordinary talent looking to drive exceptional client experience and build relationships