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Client Onboarding Implementation - Associate

JPMorgan Chase

Client Onboarding Implementation - Associate

JPMorgan Chase

Ciudad De Mexico, Mexico, MX

·

On-site

·

Full-time

·

1w ago

Lead and Support our Client’s Onboarding experience from start to finish! Utilize your project management skills to assist in complex treasury product implementations for JP Morgan Chase Clients globally.

As an International Client Onboarding Associate within the Commercial Bank, you will be part of a project team that leads the implementation of Treasury and Banking products and services for our US and non-US based clients. Collaborate with clients and internal stakeholders to help deliver a best-in-class experience. In this role, you will contribute to the clients' initial experience working with JP Morgan Chase.

Job Responsibilities:

  • Own complex Client-facing projects for Mexico In-country, MNC and Product-only deals
  • Assist in the product implementation and training experience for assigned clients
  • Participate in meetings with clients through Zoom and other collaboration tools.
  • Help build and maintain strong relationships with key partners in Relationship Management, Sales, Service, Operations, and Product Management.
  • Support the management of client and partner expectations throughout the implementation process.
  • Exhibit ownership of the implementation experience and contribute to client satisfaction results.
  • Collaborate with partners in Operations and Product Management to streamline processes.
  • Identify instances of business risk and assist in addressing issues when they arise.
  • Help scope client requests and translate business requirements into detailed technical specifications for treasury services.
  • Use Microsoft Office tools to document meeting agendas, minutes, and project plans. Utilize workflow tools for status updates and document repository.
  • Demonstrate creative problem-solving and judgment, and escalate issues when necessary.
  • Assist in managing client and internal partner expectations by establishing timelines and dependencies with the goal to exceed expectations.

Required Qualifications, Capabilities, and Skills:

  • Advanced knowledge of Treasury Services and/or Custom Card products.
  • Passion for delivering a consistent, stellar client and partner experience.
  • Experience in project management and willingness to learn.
  • Ability to communicate clearly, partner, and influence - working towards a common goal.
  • Experience in teamwork and collaboration.
  • Comfort in using technology such as Web Ex, Zoom, and other collaboration tools for enhanced client discussions.
  • Fluent in English

Preferred Qualifications, Capabilities, and Skills:

  • Interest in obtaining PMP or other Project Management Certifications.
  • Ability to learn new operating models, technologies, and industry trends.
  • Language skills other than fluent English are a plus.
  • Joining our diverse and innovative global organization will provide you with opportunities for career and personal growth.
  • Become a part of our Business Resource Groups, where employees come together on topics such as ethnicity, gender, age, accessibility, special interests, and more.
  • Help the community through volunteer opportunities.
  • Join focus groups aimed at Innovation and Transformation, creating the future experience for our clients and employees.

Additional Information:

  • Please note this role is not eligible for employer immigration sponsorship.

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About JPMorgan Chase

JPMorgan Chase

JPMorgan Chase is a multinational investment bank and financial services company that provides banking, investment, and asset management services globally. It is one of the largest banks in the United States by assets and market capitalization.

300,000+

Employees

New York City

Headquarters

Reviews

4.2

10 reviews

Work Life Balance

4.2

Compensation

4.3

Culture

4.5

Career

4.4

Management

4.1

75%

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Pros

Good pay and benefits

Work-life balance

Career advancement opportunities

Cons

Heavy workload at times

Career advancement takes time

Pay could be better in some roles

Salary Ranges

47 data points

Junior/L3

Mid/L4

Senior/L5

Junior/L3 · Analyst

21 reports

$126,500

total / year

Base

$110,000

Stock

-

Bonus

-

$95,450

$155,250

Interview Experience

4 interviews

Difficulty

2.8

/ 5

Duration

14-28 weeks

Interview Process

1

Application Review

2

HireVue Video Interview

3

Technical/Behavioral Assessment

4

Final Interview Round

5

Offer Decision

Common Questions

Behavioral/STAR

Technical Knowledge

Past Experience

Culture Fit

Case Study