Working at JPMorgan Chase & Co. means making a real difference every day for your customers, your community and yourself. How? By putting others first, doing what’s right and creating solutions that make lives better. Build your career on our strong foundation and help shape what’s next−for you and for us. JPMorgan Chase & Co., a leading provider of diverse financial services worldwide, is actively seeking service center team members to create lifelong engaged relationships with our customers by delivering superior service and quality with every customer interaction.

As the Client Onboarding Specialist within the service center team, you will be responsible for development of relationships with multiple clients while handling their onboarding needs. The Client Onboarding Specialist’s specific responsibilities include: resolving routine and complex inquiries in a fast-paced client-facing environment, problem resolution by phone or e-mail requests, client education regarding products they utilize for their expense reporting needs, as well as supporting client engagement of card and e-payable acceptance. Individuals will also serve as an account manager in this role assisting clients with reports, assisting with new products, and coaching over the phone concerning these products, as well as suggesting best practices based on client needs. This role also plays a pivotal role working directly with a clients to provide solutions to the client in the best in class experience.

Job responsibilities:

• Serve as the primary point of contact for clients during the onboarding process, ensuring a positive and seamless experience.
• Collaborate with clients and internal teams to develop and execute implementation plans, set clear expectations, and maintain transparency of timelines.
• Facilitate client-facing activities such as solution workshops, project planning, product testing, and documentation management.
• Ensure compliance with audit, risk, and control policies and procedures throughout the onboarding lifecycle.
• Monitor progress of onboarding requests, proactively escalate issues, and drive timely resolution.
• Contribute to process improvements and share feedback to help optimize the global operating model.
• Successfully manage multiple, complex projects simultaneously
• Demonstrate creative problem solving and judgment
• Manage client and internal partner expectations by establishing timeliness and dependencies with the goal to exceed expectations
• Support global and regional onboarding initiatives to enhance client experience and meet regulatory requirements.
• Demonstrate adaptability and problem-solving skills in a fast-paced environment, tailoring solutions to client needs and onboarding strategy.

Required qualifications, capabilities, and skills

• At least 2 years of Commercial Card or Client Onboarding experience
• Analytical aptness to assimilate high level reconciliation solutions with detailed technical requirements
• Passion for delivering a consistent, stellar client and partner experience
• Excellent problem-solving skills
• Excellent written and verbal communication skills
• The ability to work with large, complex, and hi-profile clients.
• The ability to set appropriate expectations with the client and internal business partners throughout all aspects of the implementation
• The ability to handle escalations and execute accordingly.
• The ability to drive and manage performance
• Must be amenable to work WHEM Shift
• Must be willing to work during US/PH Holiday

Preferred qualifications, capabilities, and skills

• Experience in a large department or group within an Operations function strongly preferred
• Must have the ability to work in a fast-paced, dynamic client-facing environment
• Enthusiasm to learn new products
• The ability to clearly communicate, partner, and influence – leading others to a common goal
• Advanced proficiency with computer functions strongly preferred
• Bachelor’s Degree or equivalent work experience preferred