Client Onboarding Team Lead

Testing Site - JPMC; Buenos Aires; On-site; ARS 3,000,000 - 6,000,000; Full time

Job summary

JP Morgan seeks a Client Onboarding Implementations professional to own the end-to-end onboarding experience for global treasury product implementations. You will act as the project manager and single point of contact, guiding clients and internal partners through complex onboarding journeys and ensuring a high-quality, on-time delivery.

You will collaborate with senior leaders, partners, and clients, translating business requirements into detailed specifications and delivering consultative

Qualifications

• Passion for delivering a stellar client and partner experience.
• Project management experience; experience with complex treasury implementations a plus.
• Comfort in a fast-paced, dynamic client-facing environment.
• Ability to clearly communicate, partner, and influence others toward a common goal.
• Adherence to policy and procedures and meeting or exceeding SLA.
• Experience with banking tools and API-driven implementations is a plus.

Responsibilities

• Represent the project manager as the single point-of-contact on assigned global implementations.
• Deliver a first-class, end-to-end client experience during treasury product implementations.
• Manage client and internal partner expectations with consultative advice on treasury solutions (RFPs, presentations, visits).
• Scope client requests and translate business requirements into detailed treasury service specifications.
• Document scope, meeting agendas, and minutes using MS Office.
• Use workflow tools for status updates and document repository management.
• Establish timeliness and dependencies to exceed expectations.
• Demonstrate creative problem-solving and risk awareness; escalate when needed.

Skills

Project management

Client-facing

API/ERP knowledge

MS Office

Communication & teamwork

Tools

WebEx

Zoom

Job description

At JP Morgan we are on a mission to expand our teams with talented individuals who understand that we put our clients at the center of everything we do. By joining Client Onboarding Implementations you are joining a team dedicated to delivering payments and receivables solutions to a diverse set of clients around the globe. If you are driven by the need to exceed client expectations and enjoy the camaraderie of a diverse, proactive team, we want to meet you. The right relationship is everything.

Your first 6 weeks, you will -

• Participate in New Hire Training covering the introduction to our implementation organization, project management tools, end-to-end process flows, and additional resources to help you work smarter
• Engage with senior leaders to review our Vision and Strategy
• Get to know your partners by attending regular calls to review active implementations
• Begin to build your brand and establish valuable relationships
• Begin to learn our Products and how we implement them
• Gain knowledge in utilizing our banking tools
• Gain experience through shadowing skilled and knowledgeable peers

What you will need to be successful -

• Passion for delivering a consistent, stellar client and partner experience
• Project management experience; experience with complex treasury implementations a plus
• Comfort in a fast-paced, dynamic client-facing environment
• Ability to clearly communicate, partner, and influence - leading others to a common goal
• Exhibit adherence to policy and procedures and meet or exceed established SLA
• Comfort in using technology such as WebEx, Zoom and other collaboration tools for enhanced client discussions
• Fearlessness of new, API-driven technologies and the related implementation requirements
• Urgency for solutions and moving projects past roadblocks
• Payments and Receivables experience or eagerness to learn
• Consulting or business analysis experience in the ERP, systems integration, or API space a plus
• MS Office Suite experience
• Appreciation for being a ‘keeper of our brand’
• Curiosity and passion for learning new things
• Ability to assess, prioritize, and manage your time accordingly
• Uses the power of teamwork to achieve positive results
• Enthusiasm for change

Ultimately you’ll be expected to own our Client’s Onboarding experience, end-to-end. This includes:

• Representing us as the project manager and single point-of-contact on your assigned global implementations
• Delivering a first-class, end-to-end client experience during complex treasury product implementations
• Manage client and internal partner expectations with consultative advice regarding aspects of treasury solutions including – RFP responses, client presentations and client visits
• Scope client requests and translate business requirements into detailed specifications for treasury services
• Use of MS Office tools to document scope, meeting agendas and minutes and project plans
• Use of workflow tool for status updates and document repository
• Manage client and internal partner expectations by establishing timeliness and dependencies with the goal to exceed expectations.
• Demonstrate creative problem-solving and heightened awareness of risks and client impacts
• Empowerment to escal…