Client Onboarding - Associate

JPMorgan Chase • Charlotte, NC

403d

About The Position

As a Client Onboarding Associate within JP Morgan Chase's Commercial Bank, you will manage the end-to-end onboarding experience for clients, focusing on the implementation of treasury products and services. This role requires strong project management skills to ensure a seamless experience for clients, while also collaborating with various internal stakeholders to meet client expectations and satisfaction.

Requirements

• General knowledge of Treasury Products and Services.
• 3+ years of applicable experience with a passion for delivering a stellar client and partner experience.
• Prior project management experience.
• Experience in risk awareness and skills to develop and ensure quality program setups.
• 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 others.

Nice To Haves

• 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.

Responsibilities

• Own the product implementation and training experience for 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 throughout the implementation process.
• Exhibit ownership of implementation experience and client satisfaction results.
• Work with partners in Operations and Product Management to streamline processes.
• Identify instances of business risk and take 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, minutes, and project plans.
• Utilize workflow tools for status updates and document repository.
• Demonstrate creative problem solving and judgment, escalating when necessary.
• Manage client and internal partner expectations by establishing timelines and dependencies.

Benefits

• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: Bachelor's degree