
Global financial services firm
Client Onboarding Team Lead
필수 스킬
Project Management
At JP Morgan we are on a mission to expand our teams with talented individuals who understand that we put our clients at the center of everything we do. By joining Client Onboarding Implementations you are joining a team dedicated to delivering payments and receivables solutions to a diverse set of clients around the globe. If you are driven by the need to exceed client expectations and enjoy the camaraderie of a diverse, proactive team, we want to meet you. The right relationship is everything.
Your first 6 weeks, you will -
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Participate in New Hire Training covering the introduction to our implementation organization, project management tools, end-to-end process flows, and additional resources to help you work smarter
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Engage with senior leaders to review our Vision and Strategy
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Get to know your partners by attending regular calls to review active implementations
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Begin to build your brand and establish valuable relationships
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Begin to learn our Products and how we implement them
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Gain knowledge in utilizing our banking tools
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Gain experience through shadowing skilled and knowledgeable peers
What you will need to be successful -
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Passion for delivering a consistent, stellar client and partner experience
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Project management experience; experience with complex treasury implementations a plus
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Comfort in a fast-paced, dynamic client-facing environment
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Ability to clearly communicate, partner, and influence - leading others to a common goal
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Exhibit adherence to policy and procedures and meet or exceed established SLA
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Comfort in using technology such as Web Ex, Zoom and other collaboration tools for enhanced client discussions
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Fearlessness of new, API-driven technologies and the related implementation requirements
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Urgency for solutions and moving projects past roadblocks
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Payments and Receivables experience or eagerness to learn
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Consulting or business analysis experience in the ERP, systems integration, or API space a plus
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MS Office Suite experience
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Appreciation for being a ‘keeper of our brand’
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Curiosity and passion for learning new things
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Ability to assess, prioritize, and manage your time accordingly
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Uses the power of teamwork to achieve positive results
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Enthusiasm for change
Ultimately you’ll be expected to own our Client’s Onboarding experience, end-to-end. This includes:
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Representing us as the project manager and single point-of-contact on your assigned global implementations
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Delivering a first-class, end-to-end client experience during complex treasury product implementations
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Manage client and internal partner expectations with consultative advice regarding aspects of treasury solutions including – RFP responses, client presentations and client visits
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Scope client requests and translate business requirements into detailed specifications for treasury services
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Use of MS Office tools to document scope, meeting agendas and minutes and project plans
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Use of workflow tool for status updates and document repository
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Manage client and internal partner expectations by establishing timeliness and dependencies with the goal to exceed expectations.
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Demonstrate creative problem-solving and heightened awareness of risks and client impacts
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Empowerment to escalate when support is needed to remove obstacles to success
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전체 지원 클릭
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JPMorgan Chase 소개

JPMorgan Chase
PublicJPMorgan 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+
직원 수
New York City
본사 위치
$500B
기업 가치
리뷰
10개 리뷰
3.8
10개 리뷰
워라밸
3.5
보상
4.0
문화
3.8
커리어
3.2
경영진
2.8
68%
지인 추천률
장점
Good benefits and compensation
Supportive colleagues and environment
Flexible work arrangements
단점
Long hours and heavy workload
Management issues and lack of direction
High stress and expectations
연봉 정보
44개 데이터
Junior/L3
Mid/L4
Senior/L5
Junior/L3 · Analytics Solutions Associate
1개 리포트
$139,000
총 연봉
기본급
$107,000
주식
-
보너스
-
$139,000
$139,000
면접 후기
후기 4개
난이도
3.0
/ 5
소요 기간
14-28주
합격률
50%
경험
긍정 25%
보통 75%
부정 0%
면접 과정
1
Application Review
2
HR Screen
3
Hiring Manager Interview
4
In-person/Final Interview
5
Offer
자주 나오는 질문
Behavioral/STAR
Past Experience
Culture Fit
Financial Knowledge
Case Study
최근 소식
JPMorgan’s Jamie Dimon says a credit-led recession would be ‘worse than people think’ - MarketWatch
MarketWatch
News
·
1w ago
JPMorgan's Jamie Dimon warns of looming bond market crisis (JPM:NYSE) - Seeking Alpha
Seeking Alpha
News
·
1w ago
JPMorganChase becomes Official Bank of Team USA and LA28 Olympic and Paralympic Games - LA 2028
LA 2028
News
·
1w ago
JPMorgan Chase becomes global Olympic partner, includes LA28, Team USA - Yahoo Sports
Yahoo Sports
News
·
1w ago