Client Onboarding - Associate

JPMorgan Chase - Chicago, IL

Full-time - Entry Level

Chicago, IL

Credit Intermediation and Related Activities

About the position

As a Client Onboarding Associate within the Commercial Bank at JP Morgan Chase, you will manage the end-to-end onboarding experience for clients, focusing on the implementation of treasury and banking products. This role requires strong project management skills to ensure a seamless experience for clients, who often encounter JP Morgan Chase for the first time through this process. You will collaborate with various internal stakeholders and clients to deliver exceptional service and satisfaction.

Responsibilities

• Own the product implementation and training experience for 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 throughout the implementation process.
• Exhibit ownership of implementation experience and client satisfaction results.
• Work with partners in Operations and Product Management to streamline processes.
• Identify instances of business risk and take 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, minutes, and project plans.
• Utilize workflow tools for status updates and document repository.
• Demonstrate creative problem solving and judgment, escalating issues when necessary.
• Manage client and internal partner expectations by establishing timelines and dependencies.

Requirements

• General knowledge of Treasury Products and Services.
• 3+ years of applicable experience with a passion for delivering a stellar client and partner experience.
• Prior project management experience.
• Experience in risk awareness and skills to develop and ensure quality program setups.
• Excellent verbal, written, interpersonal, presentation, negotiating, and organizational skills.
• Strategic thinking with the ability to manage conflict and adapt to change.
• Demonstrated team building skills and ability to work in a team environment.
• Ability to clearly communicate, partner, and influence others.

Nice-to-haves

• Bachelor of Science or Business Administration Degree.
• PMP or other Project Management Certifications.
• Ability to provide quantifiable management reporting.
• Passion for learning new operating models, technologies, and industry trends.

Benefits

• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.