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Client Onboarding Specialist Associate
Company | JPMorgan Chase & Co. |
Address | Chicago, IL, United States |
Employment type | FULL_TIME |
Salary | |
Category | Financial Services |
Expires | 2023-05-23 |
Posted at | 1 year ago |
CB Client Onboarding Assoc - 602
- Provide subject matter expertise for implementations, products and services, and training requirements to external clients and internal stakeholders
- Identify, implement, and lead innovative, complex, large-scale client onboarding solutions focused on end-to-end ownership of the client experience
- Lead collaborative dialogue with the client, sales team, and subject matter experts to develop an implementations project plan tailored to the complex and dynamic needs of multi-entity, multi-jurisdiction clients
- Maintain controls agenda to ensure policies and procedures serve the client and protect the firm
- Manage client relationships and partner with the sales team to present and communicate to clients Leverage technology and promote digital adoption to exceed client expectations
- Manage client and internal partner expectations with consultative advice regarding technical aspects of treasury solutions including - RFP responses, clients presentations and client visits
- Scope client requests and translate business requirements into detailed technical specifications for treasury services
- Use of workflow tool for status updates and document repository
- Empowerment to escalate when support is needed to remove obstacles to success
- Manage client and internal partner expectations by establishing timeliness and dependencies with the goal to exceed expectations.
- Use of MS Office tools to document scope, meeting agendas and minutes and project plans
- Representing us as the client facing, contact responsible for a successful end-to-end client experience during complex treasury product implementations with Commercial Banking clients around the world
- Demonstrate creative problem solving and judgement
- Ability to anticipate, analyze, and synthesize data and provide holistic insights through effective story telling
- Excellent interpersonal, influencing, communication, and partnership skills
- Expert level proficiency in Microsoft Office Suite
- Strong business acumen combined with demonstrated experience structuring and managing projects
- 3+ years of client consulting or financial services experience
- Previous experience adapting to a fast-paced, changing, dynamic, client-facing work environment while driving results
- Passion for learning new operating models, technologies, and industry trends
- Technical client consulting experience with transmissions and ERPs (technical roles)
- BA/BS degree
- Join one of our focus groups aimed at Innovation and Transformation, creating the future experience for our clients and employees
- Help the community through expansive volunteer opportunities
- Become a part of our many Business Resource Groups, employees who come together on topics such as ethnicity, gender, age, accessibility, special interests and more
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