Client Technical Onboarding - Associate
JPMorganChase
Join the Client Onboarding and Services (COS) group and help deliver seamless implementations for our clients. You’ll be the connector between clients, business partners, and technology teams to drive high-quality outcomes at speed. This role offers hands-on ownership across setup, testing, and migration in a fast-paced, high-volume environment.
Job Summary
As a Technical Implementation Associate within Client Onboarding and Services (COS), you coordinate end-to-end product implementation setups across multiple concurrent requests. You partner with clients and internal technology teams to gather requirements, execute testing, and support production migrations. You ensure clear communication, documentation, and timely issue resolution to meet SLAs and drive client satisfaction
Job Responsibilities
- Own end-to-end client implementations and outcomes.
- Drive client satisfaction through proactive service and follow-through.
- Establish timelines, documentation, and clear delivery expectations.
- Communicate status updates to clients and internal stakeholders.
- Facilitate requirement discussions to translate needs into setup/testing plans.
- Coordinate product setup, testing, and production migrations with all parties.
- Execute file validation and testing across agreed formats and scenarios.
- Identify gaps/exceptions and recommend practical solutions.
- Escalate risks and issues promptly and manage resolution to closure.
- Record observations, outcomes, and decisions for auditability and continuity.
- Collaborate across multiple teams while working independently with minimal supervision.
Required qualifications, capabilities and skills
- Communicate clearly and professionally in writing and verbally.
- Apply strong logical and analytical thinking with high attention to detail.
- Manage multiple concurrent work requests with strong time/work prioritization.
- Demonstrate hands-on experience in mainframe testing and file transmission/testing (e.g., ISO, X12, BAI2).
- Interpret ISO 20022/EDI message formats and XML structures.
- Perform system, regression, and UAT testing with disciplined validation practices.
- Minimum 5 years’ experience in banking/financial services implementing treasury products with a technical background (engineering degree).
Preferred qualifications, capabilities and skills
- Leverage knowledge of US and Canada treasury products to accelerate implementations.
- Use UI Path or another RPA tool to support workflow automation.
- Strengthen stakeholder management across client and internal technology organizations.
- Document complex technical workflows and test evidence in a structured, repeatable way.
- Improve processes by proposing controls, checklists, and efficiency enhancements.
- Adapt quickly to changing priorities in a high-volume delivery environment.
- Work evening/night shifts to support business needs.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Global Investment Banking supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise.
Technical Implementation Associate coordinating treasury product setups, testing, and migrations with clients and internal teams.