Financial Institutions Group CLIENT ONBOARDING - Senior Associate

JPMorganChase•Bournemouth, England, UK

fulltime

Finance and Sales

5+ years

About the role

Job Description Job Description

Join our EMEA Client Onboarding & Service (COS) team as a Client Onboarder, where your expertise in cash management and project management will be pivotal in delivering high-quality client experiences. Collaborate with diverse internal partners to ensure seamless service delivery and contribute to the success of Global Corporate Bank clients. This role offers opportunities for professional growth and the chance to make a significant impact on client relationships and business outcomes.

As an EMEA Client Onboarder within the Global Corporate Bank, you will oversee the onboarding and setup of core cash management services for our regional clients. You will manage the entire implementation process, including client kickoff, project scoping, documentation, service setup, testing, go-live, and transition to Client Services. Your role involves collaborating effectively with KYC, Sales, Product, Client Service, and various internal functional partners to ensure seamless service delivery and a high-quality client experience.

This client facing role is in the FIG (Financial Institutions Group) EMEA Client Onboarding team. The team handles implementations for a wide range of clients from banks to Asset Managers to corporate-like NBFIs (Non-Bank Financial Institutions) to public sector bodies.

Job Responsibilities

Implement cash management solutions of varying size and complexity, primarily in EMEA.
Oversee multiple projects, serving as the central point for both internal and external customers.
Partner closely with Sales, Product, Client Service, KYC Operations, and other internal partners to ensure successful project delivery and client experience.
Develop project plans for each deal, incorporating the methodology used within the Project Management Team, and provide guidance to clients regarding their role within the plan.
Attend and host regular client meetings/calls to review the project against the plan.
Collaborate with internal and external parties to deliver solutions within minimum time frames.
Provide accurate and timely implementation statuses and escalate issues impacting client experience or target dates.
Support team colleagues as required.
Identify and communicate process gaps and improvement opportunities; own improvement initiatives and be recognized by partners as a process expert.
Adhere to all JPMorgan Chase department policies and procedures.
Attend meetings and training as required to continue development and product knowledge.

Required Qualifications, Capabilities, And Skills

Experience working with corporate and/or financial institutions clients with strong client servicing skills.
Strong verbal, written, and interpersonal communication skills.
Project management skills required; proven capability of applying project management methodology to develop an implementation plan and execute deliverables.
Excellent time management and prioritization skills in a high-pressure, competing-priority work environment.
Ability to work in a team environment and partner with colleagues. Strong interactive personal and communication skills and ability to influence others for positive results.
Effective issue resolution and escalation skills.
Excellent English written & verbal communication ability.

Preferred Qualifications, Capabilities, And Skills

BA/BS Degree
Ability to soundly execute quantitative and qualitative analysis, draw salient conclusions and present information in a concise and effective manner.
Experience working with Treasury Services and Securities products.
A second, fluently spoken European language.
Experienced problem solver and critical thinker.
Ability to take ownership, manage through conflict and mobilize internal resources.
Adaptable to a changing, dynamic work environment.

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.

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 Team J.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.

Similar Opportunities

About JPMorganChase

Visit Website