
Global financial services firm
Client Onboarding Team Lead
必备技能
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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关于JPMorgan Chase

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+
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
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