Support Brazil Implementation Request Creation and onboarding activities while building toward broader Treasury Services implementation delivery.
Job Responsibilities:- Review and validate onboarding/Implementation Requests, ensuring accuracy and completeness of required information prior to submission.
- Coordinate onboarding and implementation activities across bankers, clients, product partners, operations, Treasury Management Sales, and implementation teams to close open items.
- Translate client requirements into clear, actionable setup/configuration needs (e.g., account services and product setup).
- Track requests end-to-end, proactively follow up on outstanding items, and escalate blockers or delays that could impact timelines or client experience.
- Maintain clear written and verbal communication with internal stakeholders (status updates, inquiry support, issue escalation, and problem solving).
- Adhere to policies, procedures, and controls to mitigate risks related to incorrect setup, data issues, or client complaints.
- Support Treasury Services implementations by assisting implementation managers with documentation, tracking, and coordination of testing/connectivity and digital banking readiness.
Required Qualifications, Skills and Capabilities:- Demonstrated learning agility, a client-first mindset, and the ability to work effectively in a collaborative team environment while developing new skills and capabilities.
- Demonstrated ability to solve problems, adapt to change and work effectively across teams.
- Strong written and verbal communication skills, with the ability to communicate clearly and professionally with clients, colleagues and business partners.
- Strong organization, time management and follow-up skills, with the ability to manage multiple priorities and track open items through completion.
- High attention to detail, accuracy and policy adherence, with a risk and controls mindset
Preferred Qualifications:- Relevant experience in client service, onboarding, project coordination, technology, analytics or process improvement is preferred.
- Exposure to account opening, digital banking access, payments, liquidity, statements, collections, file testing or connectivity-related processes is preferred.
ABOUT USJ.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.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
ABOUT THE TEAMJ.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.
Global Investment Banking supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise.
