Client Onboarding & Treasury Implementation Lead

JPMorganChase; Charlotte (NC); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorganChase seeks an experienced Client Onboarding and Product Implementation Associate to guide treasury product implementation for new and existing clients as they transition to the Chase platform. You will lead onboarding, manage timelines, and collaborate with cross-functional partners to deliver a seamless banking experience.

Your role emphasizes strong client relationships, effective communication, and innovative problem-solving to ensure smooth transitions and ongoing client

Qualifications

• 3+ years of experience managing and executing strategic initiatives.
• Proven ability to lead client onboarding processes, transitioning clients to new banking platforms.
• Technical project management experience in a dynamic client-facing environment.
• Strong communication skills with the ability to partner and influence others towards a common goal.
• Proficiency in data and tech literacy, with a willingness to understand and implement innovation and design thinking techniques.
• Experience in managing client and internal partner expectations, establishing timelines, and managing dependencies.
• Comfort in using technology such as Microsoft Office tools, WebEx, and other collaboration tools for enhanced client discussions.
• Demonstrated ability to build and maintain strong relationships with key partners.
• Experience in coaching or mentoring team members and managing conflict effectively.
• Strategic thinking with the ability to adapt to change.
• Adherence to policy and procedures, meeting or exceeding established Service Level Agreements (SLA).

Responsibilities

• Lead the execution of strategic initiatives to ensure a smooth transition for new and existing clients to the Chase banking platform.
• Own the product implementation process and training experience for assigned clients.
• Knowledge of file formats such as ISO 20022 XML, NACHA, EDI X12, and other flat file formats and understanding of secure file transmissions including encryption and SSH Keys.
• Testing coordination and troubleshooting skills
• Meet and connect with clients and internal stakeholders through Zoom, Email, and other collaborative technologies.
• Build and maintain strong relationships with key partners in Relationship Management, Sales, Service, Operations, and Product Management.
• Drive continuous improvement in our operating platform, using innovation and design thinking techniques to enhance efficiency and resilience.
• Implement mixed payable solutions and support clients with technical specifications for treasury services.
• Manage client and partner expectations by establishing timelines and dependencies.
• Demonstrate creative problem-solving skills and take ownership of issues when they arise and ensure adherence to policy and procedures, maintaining high standards of anti-fraud awareness.
• Collaborate with a diverse and innovative global team, contributing to a culture of inclusion and growth.

Skills

Client onboarding

Technical project management

Communication skills

Data literacy

Relationship building

Change adaptation

Policy & SLA adherence

Education

Bachelor's degree

Tools

Microsoft Office

WebEx

Job description

JPMorganChase seeks an experienced Client Onboarding and Product Implementation Associate to guide treasury product implementation for new and existing clients as they transition to the Chase platform. You will lead onboarding, manage timelines, and collaborate with cross-functional partners to deliver a seamless banking experience.

Your role emphasizes strong client relationships, effective communication, and innovative problem-solving to ensure smooth transitions and ongoing client