Implementations - Client Onboarding Associate

JPMorgan Chase

Buenos Aires

On-site

ARS 92,241,000 - 138,361,000

Full time

5 days ago
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Job summary

JPMorgan Chase seeks an experienced Client Onboarding Associate to lead treasury product implementations for global clients from the GCB. You will guide a project team, coordinate with stakeholders, and ensure a best-in-class onboarding experience.

You will manage client relationships across Relationship Management, Sales, Service, Operations and Product Management, translating business needs into technical specifications and driving customer satisfaction throughout the implementation lifecycle.

Qualifications

  • Bachelor of Science or Business Administration Degree.
  • 1+ years of client facing work experience and a passion for stellar client experience.
  • General Treasury Product Knowledge.
  • Clear communication, partnership and influence.
  • Risk awareness and quality program setup skills.
  • Excellent verbal, written, interpersonal, presentation, negotiating and organizational skills.
  • Strategic thinking and adaptability to change.
  • Demonstrated team building and collaboration.
  • Comfort with collaboration tools like WebEx and Zoom.

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 RM, Sales, Service, Operations and Product Management.
  • Manage client and partner expectations and understanding throughout the implementation process.
  • Exhibit ownership of implementations experience and client satisfaction results.
  • Work with Operations and Product Management to streamline processes.
  • Identify business risk and own issues when they arise.
  • Scope client requests and translate requirements into detailed technical specs for treasury services.
  • Document meeting agendas, minutes and project plans; use workflow tool for updates.
  • Demonstrate creative problem solving and judgement; elevate when necessary.
  • Manage expectations by establishing timelines and dependencies to exceed expectations.

Skills

Client facing
Treasury product knowledge
Communication & influence
Risk awareness
Verbal & Written
Strategic thinking
Team collaboration
WebEx/Zoom proficiency

Education

Bachelor of Science or Business Administration Degree

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
ABOUT US

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

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.

ABOUT THE TEAM

J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

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