Senior Client Onboarding & Treasury Implementation Lead

JPMorganChase; Chicago (IL); On-site; USD 95,000 - 125,000; Full time

Job summary

JPMorganChase is seeking a Client Onboarding and Product Implementation Associate to lead treasury product implementation for new and existing clients as they transition to the Chase platform. You will drive onboarding, manage timelines, and build relationships with internal partners across Relationship Management, Sales, and Operations.

The role emphasizes training, collaboration via Zoom and other tools, and a focus on delivering secure, compliant client experiences in a global environment.

Qualifications

• 3+ years of experience in managing and executing strategic initiatives in a professional field.
• Proven ability to lead client onboarding processes, with a focus on 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 your assigned clients.
• 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.
• 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.
• Participate in Business Resource Groups to engage with colleagues on topics such as ethnicity, gender, and more.

Skills

Client onboarding

Project management

Communication

Stakeholder management

Technology familiarity

Education

Bachelor's degree

Tools

Microsoft Office

WebEx

Zoom

Job description

JPMorganChase is seeking a Client Onboarding and Product Implementation Associate to lead treasury product implementation for new and existing clients as they transition to the Chase platform. You will drive onboarding, manage timelines, and build relationships with internal partners across Relationship Management, Sales, and Operations.

The role emphasizes training, collaboration via Zoom and other tools, and a focus on delivering secure, compliant client experiences in a global environment.