Client Onboarding Specialist Transfer Associate

JPMorgan Chase - Charlotte, NC

Full-time - Entry Level

Charlotte, NC

Credit Intermediation and Related Activities

About the position

The Client Onboarding Specialist Transfer Associate is responsible for managing the end-to-end onboarding experience for clients at JP Morgan Chase. This role involves leading project teams to implement complex treasury product solutions while ensuring a best-in-class experience for clients. The associate will collaborate with various stakeholders, including clients and internal teams, to meet expectations and enhance client satisfaction throughout the implementation process.

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 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, minutes, and project plans.
• Utilize workflow tools for status updates and document repository.
• Demonstrate creative problem solving and judgment, escalating when necessary.
• Manage client and internal partner expectations by establishing timeliness and dependencies.

Requirements

• General knowledge of Treasury Products and Services.
• 3 years of applicable experience with a passion for delivering a consistent, 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 towards a common goal.
• Comfort in using technology such as WebEx, Zoom, and other collaboration tools.

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

• Opportunities for career and personal growth.
• Participation in Business Resource Groups focused on diversity and inclusion.
• Expansive volunteer opportunities.
• Involvement in focus groups aimed at Innovation and Transformation.