Client Onboarding - Vice President

JPMorgan Chase • Irvine, CA

401d • $95,500 - $153,000

About The Position

The Client Onboarding Vice President at JPMorgan Chase is responsible for managing the end-to-end onboarding experience for clients, particularly in the implementation of complex treasury products. This role involves collaborating with clients and internal stakeholders to ensure a seamless and high-quality onboarding process, representing the client's first interaction with the bank. The position requires strong project management skills and the ability to build relationships across various departments to enhance client satisfaction.

Requirements

• 6+ years of applicable experience in project management or senior project management.
• Comprehensive knowledge of Treasury Products and Services.
• Experience in coaching or mentoring employees and managing conflict.
• 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 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.

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 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.
• Demonstrate creative problem solving and judgment, escalating issues when necessary.
• Manage client and internal partner expectations by establishing timelines and dependencies.

Benefits

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

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Industry: Credit Intermediation and Related Activities
• Education Level: Bachelor's degree