As a Client Onboarder at J.P. Morgan Global Banking, you will collaborate with our clients to implement JPMorgan Payments products, enhancing their eCommerce business capabilities and treasury operations. You will play a pivotal role in driving and coordinating all aspects of a positive client onboarding experience.
This team requires a strong project governance discipline to execute proven client and product onboarding methodologies. You will need to possess rich expertise to consult and lead clients in adopting JPMorgan Payments technology and products across Treasury, Cash Management, Trade, and Merchant Acquiring businesses.
The Client Onboarder takes ownership of the post-mandate client experience, starting from solution finalization through onboarding, testing, and live production operation. As a Client Onboarding Specialist within the team, you are expected to balance multiple concurrent client implementations, prioritize tight deadlines, and lead communications with senior stakeholders while adhering to applicable legal, risk, compliance, and control frameworks.
In addition, Client Onboarder shall participate and contribute process optimization, efficiency improvement, client experience enhancement, etc.
Job Responsibilities
Serve as the single point of contact, providing overall ownership of the client experience and satisfaction during the onboarding process. Manage multi-entity/jurisdiction product implementation and account opening requests, including cross-region implementation deals. Collaborate with clients and coverage teams to develop and execute implementation plans, establishing clear expectations and transparency of timelines using project management principles. Lead client-facing activities such as workshops to refine solutions, establish project plans, conduct product testing, and manage legal documentation. Ensure compliance with audit and controls policies and procedures, with a focus on risk management. Drive improvements to the global operating model with internal partners in Sales, Product, Legal, Compliance, Operations, Technology and Client Service to deliver high client satisfaction and internal efficiencies. Provide subject matter expertise for international regulatory requirements, products, documentation, and services. Support global and regional onboarding initiatives to enhance client experience and meet operational and local regulatory requirements. Monitor the progress of implementation requests and escalate issues as needed to ensure timely execution.
Required Qualifications and Skills
Held positions in client-facing and project management roles. Knowledge or experience of Treasury, cash management, finance and payment industry. Strong verbal and written communication skills in both English and Chinese. Strong in teamwork and organizational skills, demonstrating the ability to work independently within a matrix, cross-functional, global organization, are essential. Bachelor's degree equivalent. 2-3 years’ work experience. Experience in AI/ML applications or in automation tools e.g. Alteryx, UiPath, Python, etc. Demonstrates ability to initiate and execute process improvement or transformative changes. Knowledge or hands-on experience with enterprise applications such as SAP, Oracle, etc., particularly in the finance/treasury domain. Familiar with Payment file/data transfer technologies such as ISO XML, enterprise connectivity like SFTP, API, SWIFT, would be advantageous.