Remote Client Onboarding Project Lead - Treasury Management

ITSMF; Richmond (VA); Hybrid; USD 81,000 - 92,000; Full time

Job summary

Capital One is seeking a Senior Associate for Client Service Onboarding who can manage end-to-end Treasury Management product implementations from a home-based setup, with travel to hub locations as required. Strong communication, project leadership, and client-focused service are essential for success.

The role emphasizes testing coordination, stakeholder alignment, and delivering a highly valued client experience while balancing risk.

Qualifications

• High school diploma or GED required.
• Bachelor’s degree or military experience preferred.
• 3+ years of customer service, business process or project management experience preferred.

Responsibilities

• Act as project manager for new client/product setups and define implementation activities.
• Create and manage implementation project plans coordinating internal and client stakeholders.
• Coordinate testing activities to ensure a smooth client experience with products.
• Lead training activities to ensure seamless client transitions to new products.
• Develop solutions for treasury management problems based on SME knowledge.

Skills

Communication

Project management

Microsoft Office

Google Suite

Education

Bachelor’s Degree or Military experience

High School Diploma or GED

Job description

Capital One is seeking a Senior Associate for Client Service Onboarding who can manage end-to-end Treasury Management product implementations from a home-based setup, with travel to hub locations as required. Strong communication, project leadership, and client-focused service are essential for success.

The role emphasizes testing coordination, stakeholder alignment, and delivering a highly valued client experience while balancing risk.