Client Onboarding

7 months ago

Charlotte, United States JPMorgan Chase & Co. 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. 

  • Client Onboarding Manager

    2 days ago

    Charlotte, North Carolina, United States NC Behavior Full time

    About Our TeamAt NC Behavior, we value collaboration, continuous learning, and a commitment to excellence.We are seeking a highly motivated Client Onboarding Manager to join our team. This is a full-time position based in [Location], offering a salary range of $70,000 - $90,000 per year, dependent on experience.ResponsibilitiesClient Onboarding: Develop and...

  • Client Onboarding Manager

    4 days ago

    Charlotte, North Carolina, United States Townsquare Interactive Full time

    About UsTownsquare Interactive specializes in empowering small and medium-sized businesses to thrive. Our business management platform simplifies success for businesses of all sizes.Job SummaryWe're seeking a Client Onboarding Specialist to join our team. This is a production-based job with significant monthly bonus opportunities. The ideal candidate will...

  • Client Onboarding

    2 weeks ago

    Charlotte, United States JPMorgan Chase Full time $107,350 - $171,000

    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...

  • Client Onboarding

    2 weeks ago

    Charlotte, United States JPMorgan Chase Full time $107,350 - $171,000

    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...

  • 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...

  • 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...

  • Client Onboarding Specialist Transfer Associate

    2 weeks ago

    Charlotte, 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 Associate within the Commercial Bank, you will lead a project team that supplies support for the implementation of Treasury...

  • Client Onboarding Specialist Transfer Associate

    2 weeks ago

    Charlotte, 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 Associate within the Commercial Bank, you will lead a project team that supplies support for the implementation of Treasury...

  • Sr Relationship Manager II

    2 weeks ago

    Charlotte, United States The Bank of America Corporation Full time

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders Relationship Manager, Operations, Relationship, Onboarding, Portfolio Manager, Client Relations, Banking,...

  • Project Manager

    1 day ago

    Charlotte, North Carolina, United States Capital One Careers Full time

    Overview">Capital One is a leading information-based technology company that operates in a fast-paced environment. We are seeking a highly skilled Project Manager - Treasury Management Client Onboarding to join our team in Plano, Texas.">Responsibilities">As a Project Manager, you will be responsible for managing the end-to-end implementation process for...

  • Onboarding Coordinator

    4 days ago

    Charlotte, North Carolina, United States RemotelyHR Full time

    RemotelyHR is seeking a detail-oriented Part Time Client Onboarding Specialist to join our team. In this role, you will be responsible for conducting Zoom calls with potential clients, gathering information, and creating personalized quotes.ResponsibilitiesSchedule and conduct Zoom calls with potential clients.Gather necessary information from clients to...

  • GCIB KYC Onboarding Analyst

    3 weeks ago

    Charlotte, United States Disability Solutions Full time

    Job Description:Candidate will be a part of the Know Your Client (KYC) Outreach teams within the Global Corporate and Investment Bank (GCIB) line of business. The FunctionThe Client Outreach team are the front line unit who work with clients as part of meeting Know Your Client (KYC) onboarding requirements, periodic refreshes and remediation. We work in...

  • Implementation/Onboarding Specialist

    2 weeks ago

    Charlotte, United States OneCloud Inc Full time

    Implementation Onboarding Specialist, you will play a key role in setting up new customers for long-term success by guiding them through the initial phases of adopting our SaaS product. Your responsibilities will involve managing the onboarding process, ensuring that customers are fully trained, and that their implementation aligns with their goals. The...

  • Cloud Onboarding Manager

    2 days ago

    Charlotte, United States Experis Full time

    Our client, a leading technology company, is seeking a Cloud Onboarding Manager to join their team. As a Cloud Onboarding Manager, you will be part of the App Assure team supporting the client's Security engineering division. The ideal candidate will have strong collaboration, communication, prioritization, and organizational skills, and the ability to...

  • Cloud Onboarding Manager

    4 weeks ago

    Charlotte, United States Experis Full time

    Our client, a leading technology company, is seeking a Cloud Onboarding Manager to join their team. As a Cloud Onboarding Manager, you will be part of the App Assure team supporting the client's Security engineering division. The ideal candidate will have strong collaboration, communication, prioritization, and organizational skills, and the ability to...

  • Recruitment and Onboarding Specialist

    4 days ago

    Charlotte, North Carolina, United States Hospitality Staffing Solutions Group Llc Full time

    Hospitality Staffing Solutions Group LLC: A Leader in Hospitality StaffingWe are a trusted partner to top hotel brands, providing innovative staffing solutions that drive business success. Our team of experts works tirelessly to deliver high-quality talent, ensuring our clients' businesses thrive.Staffing Coordinator Job DescriptionThe Staffing Coordinator...

  • Client Onboarding Coordinator

    2 days ago

    Charlotte, North Carolina, United States FINANCIAL CARRIER SERVICES LLC Full time

    Required Skills and QualificationsTo excel in this role, you will need to have:A HIGH SCHOOL DIPLOMA OR EQUIVALENT.INDUSTRY KNOWLEDGE OF LOAD DELIVERY DOCUMENTATION, TRANSPORTATION, AND/OR FACTORING IS ADVANTAGEOUS.HIGH-LEVEL PROBLEM-SOLVING SKILLS WITH THE ABILITY TO MULTITASK AND WORK INDEPENDENTLY.EXCELLENT CUSTOMER SERVICE AND COMMUNICATION...

  • Program Manager

    1 day ago

    Charlotte, North Carolina, United States Ryan Consulting Group Full time

    We are looking for a Program Manager to join our consulting engagement focused on customer operations and onboarding. This is a remote contract role with a minimum duration of 12 months, working closely with a large enterprise banking client.The successful candidate will have at least 10 years of experience in program management, specifically in the context...

  • Client Scheduling Coordinator

    4 days ago

    Charlotte, North Carolina, United States CENTER POINT HOME HEALTH SERVICES LLC Full time

    About the RoleAs a key member of our team, you will be responsible for liaising with our Registered Nurses to arrange Client visits and handle new client onboarding. This will involve collaborating closely with the Agency Administrator to ensure seamless day-to-day operations.We are seeking a highly skilled and experienced caregiver who can effectively...

  • Dynamic Client Success Champion

    2 days ago

    Charlotte, North Carolina, United States Gamelearn Full time

    Job TitleFrench Market Account Growth SpecialistAbout the RoleWe are seeking a highly motivated and experienced French Market Account Growth Specialist to lead client growth and success in the French Market. The ideal candidate will have a strong background in account management, excellent communication skills, and a passion for delivering exceptional...