Own our Clients Onboarding experience end to end! Use your Project Management expertise to manage complex treasury product implementations for JP Morgan Chase Clients from around the world.
As a Client Onboarding Associate within the Commercial Bank, you will lead a project team that supplies support for the implementation of Treasury and Banking products and services. Partner with client and internal stake holders to help provide a best-in-class experience. In this role you are often the clients first true experience working with JP Morgan Chase.
Job Responsibilities:
- Own the product implementation and training experience for your assigned clients
- Meet and connect with clients through WebEx, Zoom, and other collaboration technologies
- Build and maintain strong relationships with key partners in Relationship Management, Sales, Service, Operations and Product Management
- Manage client and partner expectations and understanding throughout the implementation process
- Exhibit ownership of implementations experience and own client satisfaction results
- Work with partners in Operations and Product Management to streamline processes
- Identify instances of business risk and show ownership of issues when they arise
- Scope client requests and translate business requirements into detailed technical specifications for treasury services
- Use Microsoft Office tools to document meeting agendas and minutes and project plans. Use of workflow tool for status updates and document repository
- Demonstrate creative problem solving and judgement and be empowered to escalate when necessary
- Manage client and internal partner expectations by establishing timeliness and dependencies with the goal to exceed expectations
