Client Onboarding Specialist

Job Description

Job Description

The Generalist Client Onboarding is a client facing role, who will act 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.

The candidate must be able to coordinate multi-disciplinary internal and client teams, in order to

understand client requirements and to deliver the implementation of new business wins efficiently and

on-time; must be able to recognize issues and their severity, escalate to appropriate

individuals/functions and own those that are appropriate. This role will handle multiple deals/projects

concurrently that may have competing priorities, resources, and timelines. Must work independently

with minimal supervision, as well as partner with the larger project deal team.

Roles and 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 capabilities

• Prepare Statement of Work outlining product implementation options and timeline
• Lead recurring project status meetings via conference call
• Use tracking tools and systems to document current project status, issues, and risks for all active
  
  

projects

• Serve as an effective point of escalation on behalf of client
• Support 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

Qualifications

• Fluent written and spoken in English language (mandatory)
• Excellent verbal and written communication skills to both clients and internal partners
• University degree (graduated or in progress)
• Project Management experience (preferred)
• Client facing experience (preferred)
• Cash Management and Treasury knowledge (preferred)
  
  

About Us

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.

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.

About The Team

J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.

Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients—including corporations, municipalities, institutions, real estate investors and owners, and not-for-profit organizations.