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JPMorgan Chase
JPMorgan Chase

Global financial services firm

Financial Institutions Group CLIENT ONBOARDING - Senior Associate

职能运营
级别资深
地点BOURNEMOUTH, DORSET, United Kingdom
方式现场办公
类型全职
发布1个月前
立即申请

必备技能

Go

Project Management

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.

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关于JPMorgan Chase

JPMorgan Chase

JPMorgan Chase & Co. is an American multinational banking institution headquartered in New York City and incorporated in Delaware. It is the largest bank in the United States, and the world's largest bank by market capitalization as of 2025.

300,000+

员工数

New York City

总部位置

$500B

企业估值

评价

10条评价

3.8

10条评价

工作生活平衡

3.5

薪酬

4.0

企业文化

3.8

职业发展

3.2

管理层

2.8

68%

推荐率

优点

Good benefits and compensation

Supportive colleagues and environment

Flexible work arrangements

缺点

Long hours and heavy workload

Management issues and lack of direction

High stress and expectations

薪资范围

44个数据点

Junior/L3

Mid/L4

Senior/L5

Junior/L3 · Analytics Solutions Associate

1份报告

$139,000

年薪总额

基本工资

$107,000

股票

-

奖金

-

$139,000

$139,000

面试评价

4条评价

难度

3.0

/ 5

时长

14-28周

录用率

50%

体验

正面 25%

中性 75%

负面 0%

面试流程

1

Application Review

2

HR Screen

3

Hiring Manager Interview

4

In-person/Final Interview

5

Offer

常见问题

Behavioral/STAR

Past Experience

Culture Fit

Financial Knowledge

Case Study