Client Onboarding

1 month ago


Chicago, Illinois, United States JPMorganChase Full time

Job Description
Own our Client's Onboarding experience end to end Use your Project Management expertise to manage complex treasury product implementations for JP Morgan Chase Clients from around the world.
As a Client Onboarding Vice President within the Commercial Bank, you will spearhead a project team dedicated to providing support for the implementation of our products and services. You will collaborate with both clients and internal stakeholders to ensure a top-tier experience. This role often represents the client's initial interaction with JP Morgan Chase.
Job Responsibilities

  • Own the product implementation and training experience for your assigned clients
  • Meet and connect with clients through WebEx, Zoom, and other collaboration technologies
  • Build and maintain strong relationships with key partners in Relationship Management, Sales, Service, Operations and Product Management
  • Manage client and partner expectations and understanding throughout the implementation process
  • Exhibit ownership of implementations experience and own client satisfaction results
  • Work with partners in Operations and Product Management to streamline processes
  • Identify instances of business risk and show ownership of issues when they arise
  • Scope client requests and translate business requirements into detailed technical specifications for treasury services
  • Use Microsoft Office tools to document meeting agendas and minutes and project plans. Use of workflow tool for status updates and document repository
  • Demonstrate creative problem solving and judgement and be empowered to escalate when necessary
  • Manage client and internal partner expectations by establishing timeliness and dependencies with the goal to exceed expectations

Required Qualifications, capabilities and skills

  • Comprehensive knowledge of Treasury Products and Services
  • An appreciation for being a 'keeper of our brand' with 6+ years of applicable experience and a passion for delivering a consistent, stellar client and partner experience
  • Prior project management or senior project management experience
  • Experience in coaching or mentoring employees and proven ability to successfully manage conflict
  • Experience in risk awareness and skills to develop and ensure quality program set ups
  • Excellent verbal, written, interpersonal, presentation, negotiating and organizational skills
  • Strategic thinking with the ability to adapt to change
  • Demonstrated team building skills and ability to work in a team environment
  • Ability to clearly communicate, partner and influence - leading others to a common goal
  • Comfort in using technology such as WebEx, Zoom and other collaboration tools for enhanced client discussions

Preferred qualifications, capabilities, and skills

  • Bachelor of Science or Business Administration Degree
  • PMP or other Project management Certifications
  • Ability to provide quantifiable management reporting
  • Passion for learning new operating models, technologies, and industry trends

Joining our diverse and innovative global organization will provide you with endless opportunities for career and personal growth.

  • Become a part of our many Business Resource Groups, employees who come together on topics such as ethnicity, gender, age, accessibility, special interests and more
  • Help the community through expansive volunteer opportunities
  • Join one of our focus groups aimed at Innovation and Transformation, creating the future experience for our clients and employees

Final Job Grade and officer title will be determined at time of offer and may differ from this posting.
Some travel required (20%) to visit clients and internal partners.
Please note this role is not eligible for employer immigration sponsorship.
About Us
JPMorgan Chase & Co., 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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.
JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans
About the Team
Commercial Banking is focused on helping our clients succeed and making a positive difference in our communities. We provide 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 nonprofit organizations.



  • Chicago, Illinois, United States Loop Full time

    About Loop Loop is dedicated to releasing profits that are constrained within the supply chain while reducing expenses for consumers. Inefficient workflows and inaccurate data create barriers that hinder working capital and inflate costs for all stakeholders in the supply chain. Our innovative audit and payment platform leverages domain-driven AI to navigate...


  • Chicago, Illinois, United States ALIS by Medtelligent Full time

    Company DescriptionCurrently, we are unable to offer sponsorship for this positionMedtelligent provides the most innovative, easy to use, and comprehensive senior living software solution on the market. The Medtelligent team designs, builds, tests, delivers, and supports Medtelligent's flagship product ALIS (pronounced "Alice" and stands for Assisted Living...


  • Chicago, Illinois, United States JPMorganChase Full time

    Job Description Own our Client's Onboarding experience end to end Use your Project Management expertise to manage complex treasury product implementations for JP Morgan Chase Clients from around the world. As a Client Onboarding Vice President within the Commercial Bank, you will spearhead a project team dedicated to providing support for the implementation...


  • Chicago, Illinois, United States JPMorganChase Full time

    Job Description Lead a team of five (5) to ten (10) Client Onboarding professionals who own our Client's Treasury Product Onboarding experience end to endAs a Client Onboarding Team Lead within the Commercial Bank, you will be responsible for leading and managing an experienced onboarding team that implements Treasury Products and Services. Client Onboarding...


  • Chicago, Illinois, United States Smartly Group Full time

    Smartly Group is on the lookout for a passionate and meticulous Customer Success Onboarding Lead to enhance our vibrant Onboarding team.In this pivotal role, you will be instrumental in guiding our newly-acquired clients through the onboarding journey, ensuring a smooth and effective transition to the Smartly platform.Your key responsibilities will include...


  • Chicago, Illinois, United States Maxonic, Inc. Full time

    Company Overview:Maxonic, Inc. is dedicated to fostering long-term partnerships with our clients by delivering exceptional staffing solutions tailored to their needs.Position Overview:We are currently seeking an Employee Onboarding Coordinator to enhance our onboarding processes. This role is pivotal in ensuring a smooth transition for new hires into our...


  • Chicago, Illinois, United States JPMorganChase Full time

    Job Description Own our Client's Technical Product Onboarding experience end to end Use your Project Management expertise to manage complex technical treasury product implementations for JP Morgan Chase Clients from around the world.Role Summary As a Product Implementation officer, you will be responsible for the overall client experience and project...


  • Chicago, Illinois, United States JPMorganChase Full time

    Job Description Own our Client's Technical Product Onboarding experience end to end Use your Project Management expertise to manage complex technical treasury product implementations for JP Morgan Chase Clients from around the world. Role Summary As a Product Implementation officer, you will be responsible for the overall client experience and project...


  • Chicago, Illinois, United States Capgemini Full time

    Job Title: Onboarding Program ManagerJob location: Chicago, IL Job description:Seeking a strong communicator with HR knowledge to join our Onboarding Team to enthusiastically welcome all new joiners to Capgemini The Onboarding Program Manager will support the delivery of weekly Onboarding programs for all employees joining Capgemini America with a focus on...


  • Chicago, Illinois, United States JPMorganChase Full time

    Job Description This role is an excellent opportunity for someone ready to enhance the team's domain expertise within an established framework.Job SummaryAs an Equipment Finance Onboarding Manager within the Equipment Finance Operations in Wholesale Lending, you will lead a team that works closely with equipment finance sales, customers, bankers, risk, legal...


  • Chicago, Illinois, United States Zero Hash Full time

    About the Role: Zero Hash is seeking an Onboarding and Risk Management Project Leader who will lead the conduct of the company's onboarding and risk management program to execute the company's CIP/CDD/EDD, Platform Audit, and Customer Protection Disclosure review functions. This role will specifically be responsible for implementing Zero Hash's KYB/KYC...


  • Chicago, Illinois, United States Larson Maddox Full time

    Job OverviewLarson Maddox is looking for a dedicated Client Engagement Coordinator to enhance our team. In this pivotal role, you will facilitate the onboarding of new clients, oversee account registration, and nurture ongoing client relationships.Key Responsibilities:Facilitate client onboarding, which includes preparing necessary account documentation and...


  • Chicago, Illinois, United States Cerity Partners Full time

    About the RoleCerity Partners is seeking a highly skilled Client Service Associate to join our team. As a key member of our team, you will provide administrative and operational support to our clients and their managing advisors.Key ResponsibilitiesClient Support: Coordinate education team schedules and client visits, prepare and maintain client files and...


  • Chicago, Illinois, United States Tandem Full time

    The CompanyAt Tandem, we are dedicated to enhancing the landscape of healthcare through innovative solutions that prioritize patient outcomes. Our advanced technology empowers healthcare providers to deliver personalized care, ensuring that patients receive the best possible support throughout their journey. We pride ourselves on our proven platform that...


  • Chicago, Illinois, United States Green Paws Chicago Full time

    About the RoleWe are seeking a highly skilled and detail-oriented Client Relations Specialist to join our team at Green Paws Chicago. As a key member of our office team, you will be responsible for ensuring seamless client experiences and supporting the growth of our business.Key ResponsibilitiesClient Communication: Respond to scheduling requests,...


  • Chicago, Illinois, United States Green Paws Chicago Full time

    About the RoleWe are seeking a highly skilled and detail-oriented Client Relations Specialist to join our team at Green Paws Chicago. As a key member of our office team, you will be responsible for ensuring seamless client experiences and providing exceptional support to our clients and field staff.Key ResponsibilitiesClient Scheduling and Coordination:...


  • Chicago, Illinois, United States Green Paws Chicago Full time

    About the RoleWe are seeking a highly skilled and detail-oriented Client Relations Specialist to join our team at Green Paws Chicago. As a key member of our office team, you will be responsible for ensuring seamless client experiences and supporting the growth of our business.Key ResponsibilitiesClient Scheduling and Coordination: Collaborate with the office...


  • Chicago, Illinois, United States Catholic Charities Full time

    Position Overview:As a Client Services Coordinator, you will play a vital role in the Behavioral Health Department by facilitating the initial contact and assessment of clients seeking support. Your responsibilities will encompass a range of essential functions aimed at ensuring a smooth onboarding process for clients.Key Responsibilities:1. Conduct...


  • Chicago, Illinois, United States Tandem Full time

    The CompanyAt Tandem, we are dedicated to enhancing access to precision healthcare solutions for diverse patient populations. Our innovative software and service designs empower health systems to leverage genetic information effectively, advancing early detection and treatment of critical health issues. Our state-of-the-art platform has demonstrated the...


  • Chicago, Illinois, United States Scion Staffing Full time

    Position OverviewSalary: $98,000 to $134,000About Scion Staffing:Scion Staffing is at the forefront of transforming the hiring process, providing a modern platform that empowers hiring teams to efficiently search, interview, and onboard top talent for various roles without the need for traditional recruitment firms.This listing invites job seekers to...