Client Onboarding Specialist Transfer Associate

2 weeks ago

Charlotte, United States JPMorgan Chase Full time
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 Associate within the Commercial Bank, you will lead a project team that supplies support for the implementation of Treasury and Banking products and services. Partner with client and internal stake holders to help provide a best-in-class experience. In this role you are often the clients first true experience working 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
  • General knowledge of Treasury Products and Services
  • An appreciation for being a 'keeper of our brand' with 3+ years of applicable experience and a passion for delivering a consistent, stellar client and partner experience
  • Prior project management experience
  • 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 manage conflict and 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 (10%) to visit clients and internal partners.

Please note this role is not eligible for employer immigration sponsorship.

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 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 & Co. is an Equal Opportunity Employer, including Disability/Veterans

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