Financial Institutions Group CLIENT ONBOARDING - Senior Associate

Testing Site - JPMC; Lower Blandford St Mary; On-site; GBP 65,000 - 95,000; Full time

Job summary

Testing Site - JPMC in the United Kingdom seeks an experienced Client Onboarder for Global Corporate Bank on EMEA engagements. You will lead onboarding and setup of core cash management services, coordinating with KYC, Sales, Product, and Client Service to ensure seamless delivery and a high-quality client experience.

You will manage client kickoff, project scoping, testing, go-live and transition to Client Services, while developing plans and guiding clients through their responsibilities.

Qualifications

• Experience with corporate/financial institutions and strong client servicing.
• Proven ability to apply project management methodology to develop and execute implementation plans.
• Excellent English written and verbal communication; ability to influence stakeholders.

Responsibilities

• Oversee onboarding and setup of cash management services for regional clients (EMEA).
• Manage end-to-end implementation: kickoff, scoping, documentation, testing, go-live and transition to Client Services.
• Collaborate with Sales, Product, Client Service, KYC Operations and internal partners to ensure timely delivery and high-quality client experience.
• Develop project plans and guide clients on their roles within the plan; host regular client meetings to review progress.
• Provide accurate implementation statuses and escalate issues impacting dates or experience.

Skills

Client servicing

Project management

Communication

Time management

Team collaboration

Escalation handling

Education

BA/BS Degree

Job description

Job Description

Join our EMEAClient Onboarding& Service (COS) team as a Client Onboarder, where your expertise in cash management and project management will be pivotal in delivering high-quality client experiences. Collaborate with diverse internal partners to ensure seamless service delivery and contribute to the success of Global Corporate Bank clients. This role offers opportunities for professional growth and the chance to make a significant impact on client relationships and business outcomes.

As an EMEA Client Onboarder within the Global Corporate Bank, you will oversee the onboarding and setup of core cash management services for our regional clients. You will manage the entire implementation process, including client kickoff, project scoping, documentation, service setup, testing, go-live, and transition to Client Services. Your role involves collaborating effectively with KYC, Sales, Product, Client Service, and various internal functional partners to ensure seamless service delivery and a high-quality client experience.

This client facing role is in the FIG (Financial Institutions Group) EMEA Client Onboarding team. The team handles implementations for a wide range of clients from banks to Asset Managers to corporate-like NBFIs (Non-Bank Financial Institutions) to public sector bodies.

Job Responsibilities:

• Implement cash management solutions of varying size and complexity, primarily in EMEA.
• Oversee multiple projects, serving as the central point for both internal and external customers.
• Partner closely with Sales, Product, Client Service, KYC Operations, and other internal partners to ensure successful project delivery and client experience.
• Develop project plans for each deal, incorporating the methodology used within the Project Management Team, and provide guidance to clients regarding their role within the plan.
• Attend and host regular client meetings/calls to review the project against the plan.
• Collaborate with internal and external parties to deliver solutions within minimum time frames.
• Provide accurate and timely implementation statuses and escalate issues impacting client experience or target dates.
• Support team colleagues as required.
• Identify and communicate process gaps and improvement opportunities; own improvement initiatives and be recognized by partners as a process expert.
• Adhere to all JPMorgan Chase department policies and procedures.
• Attend meetings and training as required to continue development and product knowledge.

Required Qualifications, Capabilities, and Skills:

• Experience working with corporate and/or financial institutions clients with strong client servicing skills.
• Strong verbal, written, and interpersonal communication skills.
• Project management skills required; proven capability of applying project management methodology to develop an implementation plan and execute deliverables.
• Excellent time management and prioritization skills in a high-pressure, competing-priority work environment.
• Ability to work in a team environment and partner with colleagues. Strong interactive personal and communication skills and ability to influence others for positive results.
• Effective issue resolution and escalation skills.
• Excellent English written & verbal communication ability.

Preferred Qualifications, Capabilities, and Skills:

• BA/BS Degree
• Ability to soundly execute quantitative and qualitative analysis, draw salient conclusions and present information in a concise and effective manner.
• Experience working with Treasury Services and Securities products.
• A second, fluently spoken European language.
• Experienced problem solver and critical thinker.
• Ability to take ownership, manage through conflict and mobilize internal resources.
• Adaptable to a changing, dynamic work environment.