Implementations - Client Onboarding Associate

JP Morgan Chase; Buenos Aires; On-site; ARS 1,000,000 - 1,300,000; Full time

Job summary

JP Morgan Chase is seeking a Client Onboarding Associate to lead treasury product implementations for Global clients. You will manage a project team delivering onboarding and training, coordinating with Relationship Management, Sales, Service, Operations and Product teams to ensure a best-in-class client experience.

The role emphasizes collaboration, risk awareness, and proactive issue resolution, with strong communication and organizational skills to meet client expectations.

Qualifications

• Bachelor degree in science or business administration.
• Client-facing experience with 1+ years preferred.
• Knowledge of treasury products and risk awareness.
• Ability to communicate clearly and influence stakeholders.
• Experience presenting and organizing information.

Responsibilities

• Own the product implementation and training for assigned clients.
• Meet clients via WebEx, Zoom and other collaboration tools.
• Build relationships with Relationship Management, Sales, Service, Ops and Product teams.
• Manage client and partner expectations and ensure timely delivery.
• Document requirements into detailed technical specs for treasury services.
• Collaborate with operations and product management to streamline processes.

Skills

Language skills other than English

Client facing experience

General treasury product knowledge

Communication, partnership andInfluenc

Risk awareness

Verbal, written, interpersonal, and N

Strategic thinking

Team building

Technology proficiency (WebEx/Zoom)

Project management mindset

PMP or other project management certs

Education

Bachelor of Science or Business Administration Degree

Tools

WebEx

Zoom

Job description

Lead and manage treasury product implementation process(s) for new and existing clients and 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 GCB, you will lead a project team that supplies support for the implementation of Treasury and Banking products and services for our US & non US based clients. 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 elevate when necessary

• Manage client and internal partner expectations by establishing timeliness and dependencies with the goal to exceed expectations

Required qualifications, capabilities and skills

• Bachelor of Science or Business Administration Degree

• Language Skills other than English

• An appreciation for being a ‘keeper of our brand’ with 1+ years of client facing work experience and a passion for delivering a consistent, stellar client and partner experience

• General Treasury Product Knowledge

• Ability to clearly communicate, partner and influence - leading others to a common goal

• 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

• Comfort in using technology such as WebEx, Zoom and other collaboration tools for enhanced client discussions

Preferred qualifications, capabilities and skills

• Prior project management experience

• PMP or other Project management Certifications

• Ability to provide quantifiable management reporting

• Passion for learning new operating models, technologies, and industry trends