Client Onboarding Transfer Specialist Vice President

JPMorgan Chase - Chicago, IL

Full-time - Senior

Chicago, IL

Credit Intermediation and Related Activities

About the position

The Client Onboarding Transfer Specialist Vice President at JP Morgan Chase is responsible for managing the end-to-end onboarding experience for clients, particularly in the implementation of treasury products. This role requires strong project management skills and the ability to collaborate with clients and internal stakeholders to ensure a seamless onboarding process. The position is pivotal as it often represents the client's first interaction with the bank, emphasizing the importance of client satisfaction and relationship management.

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 and minutes and project plans
• 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

Requirements

• Comprehensive knowledge of Treasury Products and Services
• 6+ years of applicable experience with a passion for delivering a consistent, stellar client and partner experience
• Prior project management or senior project management experience
• Experience in coaching or mentoring employees and proven ability to successfully manage conflict
• Experience in risk awareness and skills to develop and ensure quality program set ups
• Excellent verbal, written, interpersonal, presentation, negotiating and organizational skills
• Strategic thinking with the ability to adapt to change
• Demonstrated team building skills and ability to work in a team environment
• Ability to clearly communicate, partner and influence - leading others to a common goal
• Comfort in using technology such as WebEx, Zoom and other collaboration tools for enhanced client discussions

Nice-to-haves

• Bachelor of Science or Business Administration Degree
• PMP or other Project management Certifications