Client Onboarding Specialist Associate


Chicago, Illinois

Full time

Feb 28

Full Job Description

CB Client Onboarding Assoc - 602

Role Summary:

The Commercial Banking Client On-boarding (CBCO) Implementations group is responsible for driving and coordinating all aspects of the setup of bank products and services for new and existing Commercial Bank clients.

Job Responsibilities:

  • Identify, implement, and lead innovative, complex, large-scale client onboarding solutions focused on end-to-end ownership of the client experience
  • Provide subject matter expertise for implementations, products and services, and training requirements to external clients and internal stakeholders
  • Lead collaborative dialogue with the client, sales team, and subject matter experts to develop an implementations project plan tailored to the complex and dynamic needs of multi-entity, multi-jurisdiction clients
  • Manage client relationships and partner with the sales team to present and communicate to clients Leverage technology and promote digital adoption to exceed client expectations
  • Maintain controls agenda to ensure policies and procedures serve the client and protect the firm

Ultimately, you'll be expected to own our Client's Onboarding experience, end-to-end. This includes:

  • Representing us as the client facing, contact responsible for a successful end-to-end client experience during complex treasury product implementations with Commercial Banking clients around the world
  • Manage client and internal partner expectations with consultative advice regarding technical aspects of treasury solutions including - RFP responses, clients presentations and client visits
  • Scope client requests and translate business requirements into detailed technical specifications for treasury services
  • Use of MS Office tools to document scope, meeting agendas and minutes and project plans
  • Use of workflow tool for status updates and document repository
  • Manage client and internal partner expectations by establishing timeliness and dependencies with the goal to exceed expectations.
  • Demonstrate creative problem solving and judgement
  • Empowerment to escalate when support is needed to remove obstacles to success

Required Qualifications, capabilities and skills:

  • 3+ years of client consulting or financial services experience
  • Strong business acumen combined with demonstrated experience structuring and managing projects
  • Previous experience adapting to a fast-paced, changing, dynamic, client-facing work environment while driving results
  • Excellent interpersonal, influencing, communication, and partnership skills
  • Ability to anticipate, analyze, and synthesize data and provide holistic insights through effective story telling
  • Expert level proficiency in Microsoft Office Suite

Preferred qualifications, capabilities and skills:

  • Passion for learning new operating models, technologies, and industry trends
  • BA/BS degree
  • Technical client consulting experience with transmissions and ERPs (technical roles)

Joining our diverse and innovative global organization will provide you with endless opportunities for career and personal growth.

  • Become a part of our many Business Resource Groups, employees who come together on topics such as ethnicity, gender, age, accessibility, special interests and more
  • Help the community through expansive volunteer opportunities
  • Join one of our focus groups aimed at Innovation and Transformation, creating the future experience for our clients and employees

*Final Job Grade and officer title will be determined at time of offer, and may differ from this posting.*

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

Equal Opportunity Employer/Disability/Veterans

Apply for this position Back to job

You must be logged in to to apply to this job.


Your application has been successfully submitted.

Please fix the errors below and resubmit.

Something went wrong. Please try again later or contact us.

Personal Information


View resume



Powered by Chatkick