Client and Onboarding Manager

JP Morgan Services India Pvt Ltd; Bengaluru; On-site; INR 500,000 - 700,000; Full time

Job summary

JP Morgan Services India Pvt Ltd in Bengaluru seeks a Client Onboarding Associate to lead end-to-end coordination of treasury product implementations within the Global Banking Middle Office. You will partner with implementation consultants, international onboarding leads, and clients to manage timelines, controls, and documentation, ensuring high-quality delivery and strong controls.

The role emphasizes client satisfaction, process improvements, and organizational change initiatives to drive

Qualifications

• End-to-end banking and financial services experience, incl. client service/operations/implementation
• Clear verbal and written communication skills
• Strong problem-solving, time management, and leadership behaviors
• Interpersonal skills and ability to build relationships with internal and external stakeholders
• Proficiency with documentation, reporting, and communication tools
• Ability to navigate organizational structures through networks

Responsibilities

• Lead people and resource management activities including development and training
• Coordinate end-to-end product implementation with consultants, onboarding leads, and clients
• Set clear timelines and documentation requirements across onboarding deliverables
• Review account opening and product documents for completeness and alignment
• Validate inputs and supporting evidence before approval and storage
• Maintain organized storage and retrieval of documents
• Identify gaps in processes and propose practical improvements
• Manage stakeholder engagement with focus on client satisfaction and timely delivery
• Drive change initiatives and controls management within the team
• Support strategic business initiatives by aligning priorities and escalating risks

Skills

Banking ops

Client service

Time management

Communication

Documentation

Stakeholder mgmt

Tools

Tableau

Qlik Sense

SharePoint

MS Office

Job description

Client Onboarding Associate

Make your mark leading end-to-end implementation coordination while growing your leadership skills in a global, client-focused team. As a Treasury Implementations Associate within the Global Banking Middle Office group, you will lead the coordination of treasury product implementation activities and related documentation. You will partner closely with implementation consultants, international onboarding leads, and clients to manage timelines, controls, and stakeholder expectations. You will guide the team’s delivery and continuous improvement agenda to support consistent, well-controlled client outcomes.

Job Responsibilities:

• Lead people and resource management activities, including development, skill pipeline tracking, and training program execution
• Coordinate end-to-end product implementation activities with implementation consultants, international onboarding leads, and clients
• Establish clear timelines, documentation requirements, and cycle time expectations across onboarding deliverables
• Review account opening and product-related documentation for completeness and alignment to requirements
• Validate documentation inputs and supporting evidence prior to approval and storage
• Maintain organized storage and retrieval of approved account opening and product-related documents
• Identify process gaps and exceptions across implementation workflows and documentation standards
• Recommend practical solutions to improve procedures, reduce rework, and strengthen controls
• Manage stakeholder engagement with a strong focus on client satisfaction and timely delivery
• Drive organizational change initiatives and business controls management activities within the team’s scope
• Champion strategic business initiatives by aligning priorities, coordinating delivery, and escalating risks appropriately

Required qualifications, skills, and capabilities:

• Demonstrate functional experience across end-to-end banking and financial services, including client service, operations sales, portfolio management, or implementation functions
• Communicate clearly through exceptional verbal and written communication skills
• Apply strong problem-solving, time management, and thought leadership behaviors in day-to-day execution
• Exhibit strong interpersonal skills and relationship-building capability across internal and external stakeholders
• Use Microsoft Office applications effectively to manage documentation, reporting, and communication needs
• Navigate organizational structures using formal and informal networking skills

Preferred qualifications, skills, and capabilities:

• Evidence knowledge of banking treasury products and awareness of regulatory and compliance environments
• Utilize reporting and visualization tools such as Tableau, Qlik Sense, and dashboarding platforms
• Leverage SharePoint to enable collaboration and workflow management
• Demonstrate experience in cash management and treasury services products
• Hold relevant industry certifications such as Certified Treasury Professional or Project Management Institute credentials
• Demonstrate developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes.