Client Onboarding Analyst

Job Description

The Generalist Client Onboarding 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)

ABOUT US

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.