Client Onboarding Associate

Security Capital Research; Bengaluru; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

JP Morgan Chase in Bengaluru seeks a Treasury Implementations Associate to coordinate end-to-end treasury product implementations in a global, client-focused setting. You will partner with implementation consultants, onboarding leads, and clients to manage timelines, controls, and stakeholder expectations, while guiding the team’s delivery and continuous improvement.

The role emphasizes stakeholder engagement, documentation accuracy, and building strong client relationships to ensure timely

Qualifications

• Experience in end-to-end banking and financial services operations.
• Excellent verbal and written communication skills.
• Strong problem-solving and time management abilities.
• Interpersonal skills for cross-functional collaboration.
• Proficient in Microsoft Office for documentation and reporting.
• Ability to navigate complex organizational structures.

Responsibilities

• Lead people and resource management activities, including development and training.
• Coordinate end-to-end product implementation with consultants and clients.
• Set timelines, documentation requirements, and cycle-time expectations across onboarding deliverables.
• Review account opening and product-related documentation for completeness.
• Validate inputs and supporting evidence prior to approval and storage.
• Maintain organized storage and retrieval of documents.

Skills

Banking operations

Client service

Stakeholder management

Documentation accuracy

Time management

Leadership

Tools

Tableau

Qlik Sense

SharePoint

Job description

• Business Unit Commercial & Investment Bank
• Posting Date 10/29/2026, 11:15 AM
• Locations Parcel 9, Embassy Tech Village, Outer Ring Road, Deverabeesanhalli Village, Varthur Hobli, Bengaluru, IN-KA, 560103, IN
• Apply Before 11/06/2026, 05:00 AM
• Job Schedule Full time

Job Description

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.

About Us

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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.