Client Onboarding Team Lead

At JP Morgan we are on a mission to expand our teams with talented individuals who understand that we put our clients at the center of everything we do. By joining Client Onboarding Implementations you are joining a team dedicated to delivering payments and receivables solutions to a diverse set of clients around the globe. If you are driven by the need to exceed client expectations and enjoy the camaraderie of a diverse, proactive team, we want to meet you. The right relationship is everything.

Your first 6 weeks, you will -

• Participate in New Hire Training covering the introduction to our implementation organization, project management tools, end-to-end process flows, and additional resources to help you work smarter
• Engage with senior leaders to review our Vision and Strategy
• Get to know your partners by attending regular calls to review active implementations
• Begin to build your brand and establish valuable relationships
• Begin to learn our Products and how we implement them
• Gain knowledge in utilizing our banking tools
• Gain experience through shadowing skilled and knowledgeable peers

What you will need to be successful -

• Passion for delivering a consistent, stellar client and partner experience
• Project management experience; experience with complex treasury implementations a plus
• Comfort in a fast-paced, dynamic client-facing environment
• Ability to clearly communicate, partner, and influence - leading others to a common goal
• Exhibit adherence to policy and procedures and meet or exceed established SLA
• Comfort in using technology such as WebEx, Zoom and other collaboration tools for enhanced client discussions
• Fearlessness of new, API-driven technologies and the related implementation requirements
• Urgency for solutions and moving projects past roadblocks
• Payments and Receivables experience or eagerness to learn
• Consulting or business analysis experience in the ERP, systems integration, or API space a plus
• MS Office Suite experience
• Appreciation for being a ‘keeper of our brand’
• Curiosity and passion for learning new things
• Ability to assess, prioritize, and manage your time accordingly
• Uses the power of teamwork to achieve positive results
• Enthusiasm for change

Ultimately you’ll be expected to own our Client’s Onboarding experience, end-to-end. This includes:

• Representing us as the project manager and single point-of-contact on your assigned global implementations
• Delivering a first-class, end-to-end client experience during complex treasury product implementations
• Manage client and internal partner expectations with consultative advice regarding aspects of treasury solutions including – RFP responses, client presentations and client visits
• Scope client requests and translate business requirements into detailed specifications for treasury services
• Use of MS Office tools to document scope, meeting agendas and minutes and project plans
• Use of workflow tool for status updates and document repository
• Manage client and internal partner expectations by establishing timeliness and dependencies with the goal to exceed expectations.
• Demonstrate creative problem-solving and heightened awareness of risks and client impacts
• Empowerment to escal…