Client Technical Onboarding Senior Associate

JPMorganChase; Metro Manila; On-site; PHP 900,000 - 1,300,000; Full time

Job summary

JPMorganChase in Philippines is seeking a Client Technical Onboarding Senior Associate to drive end-to-end onboarding for clients across file transmissions and connectivity channels. You will guide technical setup, testing, and migration while coordinating with Sales, Service, and Implementation partners.

The role focuses on regression testing and lower-complexity projects initially, with growth opportunities as you build expertise in GCB platforms and client-ready solutions.

Qualifications

• Experience in banking/treasury/technology/project management supporting client implementations.
• Client-facing experience with strong service focus.
• Experience implementing connectivity solutions (EBICS, SWIFT FIN, SWIFTNet FileAct, host-to-host, SFTP, FTPS, AS2, APIs).
• Hands-on with payment and reporting formats (JSON, ISO 20022 XML, NACHA, EDI X12, flat files).
• Strong analytical skills and attention to detail for diagnosing file/testing issues.
• Strong verbal/written communication to influence stakeholders.
• Ability to manage high volumes, prioritize, and meet timelines.
• Ability to work independently while collaborating with teams.

Responsibilities

• Conduct scoping meetings to confirm product and technical requirements.
• Lead clients through onboarding for file-based and API connectivity, including setup, testing, migration, and verification.
• Gather, document, and validate client requirements, including file specs and control needs.
• Analyze and validate file formats (JSON, ISO 20022 XML, NACHA, EDI X12, flat files).
• Establish test environments, execute file testing, coordinate back-office testing, track results to resolution.
• Explain test outcomes and defects clearly to clients and internal partners, drive next steps to closure.
• Prepare implementation documentation, including statements of work outlining options, scope, and timelines.
• Maintain project status, risks, and issues using tracking tools.
• Support production migration and verification, coordinating across production teams and providing updates.
• Serve as escalation point for client-impacting issues and drive resolution.
• Identify process gaps and lead initiatives to improve onboarding quality and efficiency.

Skills

Banking experience

Client-facing

Connectivity solutions

Payment/file formats

Analytical skills

Communication

Time/multiple projects

Independent work

Job description

Job Description

Join our team and help deliver a best-in-class onboarding experience for clients. Bring your technical and client-facing skills to a role that connects products, platforms, and operations into seamless implementations. You will collaborate across teams, solve complex onboarding challenges, and help clients go live with confidence. Build your career in a culture that values innovation, creativity, and excellence.

Job Description

Join our team and help deliver a best-in-class onboarding experience for clients. Bring your technical and client-facing skills to a role that connects products, platforms, and operations into seamless implementations. You will collaborate across teams, solve complex onboarding challenges, and help clients go live with confidence. Build your career in a culture that values innovation, creativity, and excellence.

As a Client Technical Onboarding Senior Associate within the Global Corporate Banking team, you will onboard new and existing clients to products that use file transmissions and related connectivity channels. You will guide clients through technical setup and testing for inbound and outbound files by gathering requirements, validating formats, coordinating testing, and supporting production migration and verification. You will work closely with Sales, Service, and Implementation partners, as well as Product, Connectivity, Operations, and Technology teams, to deliver a high-quality implementation experience. You will manage multiple projects with competing priorities and timelines while working independently with minimal supervision. Your initial focus will include regression testing support and lower-complexity projects, with growth opportunities as you build expertise.

Job Responsibilities

• Conduct scoping meetings to confirm product and technical requirements align to client needs and firm capabilities.
• Lead clients through technical onboarding for file-based and API connectivity, including setup, testing, migration, and verification.
• Gather, document, and validate client requirements, including file specifications and control needs.
• Analyze and validate file formats (for example, JSON, ISO 20022 XML, NACHA, EDI X12, and flat files).
• Establish test environments, execute file testing, coordinate back-office testing, and track results through resolution.
• Explain test outcomes and defects clearly to clients and internal partners, and drive next steps to closure.
• Prepare implementation documentation, including statements of work outlining options, scope, and timelines.
• Maintain accurate project status, risks, and issues using approved tracking tools and repositories.
• Support production migration and production verification, coordinating across production teams and providing timely updates.
• Serve as an escalation point for client-impacting issues and drive structured issue resolution.
• Identify process gaps and improvement opportunities and own initiatives to improve onboarding quality and efficiency.

Required Qualifications, Capabilities, And Skills

• Relevant banking, treasury, technology, and/or project management experience supporting client implementations.
• Client-facing experience with strong client service skills.
• Experience implementing complex connectivity solutions (for example, EBICS, SWIFT FIN, SWIFTNet FileAct, host-to-host, SFTP, FTPS, AS2, and APIs).
• Hands-on expertise with payment and reporting file formats (for example, JSON, ISO 20022 XML, NACHA, EDI X12, and flat files).
• Strong analytical skills and attention to detail, including the ability to diagnose file and testing issues.
• Strong verbal and written communication skills with the ability to influence and align stakeholders.
• Ability to manage high volumes of work, prioritize effectively, and deliver to timelines.
• Effective issue identification, severity assessment, escalation, and end-to-end ownership through resolution.
• Ability to work independently with minimal supervision while collaborating with broader deal and project teams.

Preferred Qualifications, Capabilities, And Skills

• Experience with enterprise resource planning and treasury management systems.
• Knowledge of regional payment types and related regulatory considerations.
• Experience using approved AI-enabled tools to improve efficiency, analysis, or process optimization.

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 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 Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.

Global Investment Banking supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise.