Onboarding Senior Associate

JPMorgan Chase Bank; Bengaluru; On-site; INR 1,500,000 - 2,300,000; Full time

Job summary

JPMorgan Chase Bank in Bengaluru seeks an Onboarding Associate to lead end-to-end client migrations and transfers within Treasury Services. You will coordinate across product, sales, service, and technology to ensure disciplined delivery and strong client experience.

The role demands 10+ years in client onboarding or related operations, with robust project management, risk awareness, and the ability to influence without direct authority.

Qualifications

• 10+ years of client onboarding, implementations, treasury services, or related financial operations.
• Experience leading complex client-facing projects and implementations.
• Apply project management skills to handle multiple priorities and deadlines.
• Clear written and verbal communication with clients and internal teams.
• Influence stakeholders at all levels to drive alignment and decisions.
• Analyze complex information to support problem solving and decision making.
• Risk-aware with strong attention to governance and controls.

Responsibilities

• Lead end-to-end client transfer and migration programs through implementation and stabilization.
• Serve as the primary contact for clients and internal partners across the program lifecycle.
• Build trusted relationships with senior treasury, finance, operations, and technology stakeholders.
• Design strategies, governance, risk mitigation, and executive reporting.
• Coordinate cross-functional delivery across product, sales, service, operations, risk and technology.
• Facilitate steering committees, governance forums, and executive discussions.
• Manage multiple high-priority engagements with controlled execution and deadlines.
• Champion process improvements and automation to enhance client experience and scalability.

Skills

Client onboarding

Project management

Stakeholder management

Risk & control

Cross-functional collaboration

Communication

Problem solving

Education

Bachelor's degree or equivalent

Job description

Make your mark by leading strategic client migrations that accelerate your leadership growth while delivering seamless, well-controlled implementations.

As a Onboarding Associate within the Client Transfers team in commercial and investment banking, you lead end-to-end execution of complex client migration and transfer initiatives across Treasury Services products and solutions. You act as a trusted advisor to clients and internal partners by driving disciplined delivery, governance, and stakeholder engagement. You deliver measurable improvements to client experience, cycle times, and operational efficiency while balancing risk and control expectations.

Job Responsibilities

• Lead end-to-end client transfer and migration programs through implementation and stabilization.
• Serve as the primary point of contact for clients and internal partners across the program lifecycle.
• Build trusted relationships with senior treasury, finance, operations, and technology stakeholders.
• Design implementation strategies, project plans, governance structures, risk mitigation plans, and executive reporting.
• Coordinate cross-functional delivery across product, sales, service, operations, technology, risk, compliance, and implementation teams.
• Facilitate steering committees, governance forums, status meetings, and executive-level discussions.
• Evaluate risks, dependencies, and roadblocks; elevate and resolve issues proactively.
• Manage multiple high-priority client engagements while maintaining controlled execution and deadlines.
• Influence decision-making across diverse stakeholder groups without direct authority.
• Support growth opportunities through solution discussions, client presentations, and request for proposal responses.
• Champion process improvements, automation initiatives, and operational excellence to enhance client experience and scalability.

Required qualifications, skills, and capabilities

• Bring 10+ years of experience in client onboarding, implementations, treasury services, cash management, account transfers, payments, commercial banking, or financial services operations.
• Demonstrate experience leading complex client-facing projects and implementations.
• Apply project management skills to manage multiple priorities and deadlines.
• Communicate clearly in writing and verbally with clients and internal partners.
• Influence stakeholders at all levels to drive alignment and decisions.
• Analyze complex information to support problem solving and decision making.
• Resolve escalations across cross-functional teams through structured issue management.
• Operate effectively in a fast-paced, highly regulated environment with strong attention to risk and control.
• Hold a bachelor s degree or equivalent practical experience.

Preferred qualifications, skills, and capabilities

• Offer experience across treasury services, payments, liquidity, commercial card, receivables, or account services.
• Support large corporate, middle market, or multinational clients in a client-facing delivery role.
• Maintain a project management certification such as Project Management Professional, PRINCE2, or Agile.
• Drive transformation, automation, or digitization initiatives.
• Apply knowledge of banking operations, regulatory requirements, and risk frameworks.
• Engage senior client executives and C-suite stakeholders in governance and decision forums.
• 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.