Client Onboarding Implementation Analyst
hace 4 días
The Generalist Implementation Manager is a client facing role, who will act as a Project Manager for the implementation of JPMorgan products including bank accounts, payments and collections solutions, bank statements, etc.
In this role you will work closely with clients, Sales, Product, Operations and Client Service to enhance global client satisfaction through seamless delivery of treasury solutions using robust tools and proven methodology, expert consultation, and client advocacy. Be seen as an innovative, passionate, and proactive partner in delivering a seamless end to end client experience.
The candidate must be able to coordinate multi-disciplinary internal and client teams, in order to understand client requirements and to deliver the implementation of new business wins efficiently and on-time; must be able to recognize issues and their severity, escalate to appropriate individuals/functions and own those that are appropriate. This role will handle multiple deals/projects concurrently that may have competing priorities, resources, and timelines. Must work independently with minimal supervision, as well as partner with the larger project deal team.
Roles and Responsibilities
* Host scoping meetings with the client to ensure product and technical requirements are understood and satisfied in accordance with the client's business and technical needs, as well as, the firm's capabilities
* Prepare Statement of Work outlining product implementation options and timeline
* Lead recurring project status meetings via conference call
* Use tracking tools and systems to document current project status, issues, and risks for all active projects
* Serve as an effective point of escalation on behalf of client
* Support client during production migration and production verification; coordinate with production teams to ensure all components are successfully migrated, and provide timely status updates to the client and project team.
Qualifications
* Fluent written and spoken in English language (mandatory)
* Excellent verbal and written communication skills to both clients and internal partners
* University degree (graduated or in progress)
* Project Management experience (preferred)
* Client facing experience (preferred)
* Cash Management and Treasury knowledge (preferred)
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