Client Technical Onboarding Senior Associate

Posted 7 Hours Ago
Be an Early Applicant
2 Locations
Remote or Hybrid
Senior level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
Lead technical onboarding for file-based and API connectivity: scope requirements, validate file formats, establish test environments, execute testing, manage migrations, prepare implementation documentation, track project status, resolve client-impacting issues, and coordinate across Sales, Product, Operations, and Technology teams.
Summary Generated by Built In

Join our team and help deliver a best-in-class onboarding experience for clients. Job Posting Standards and Components.pdf Bring your technical and client-facing skills to a role that connects products, platforms, and operations into seamless implementations. You will collaborate across teams, solve complex onboarding challenges, and help clients go live with confidence. Build your career in a culture that values innovation, creativity, and excellence.

As a Client Technical Onboarding Senior Associate within the Global Corporate Banking team, you will onboard new and existing clients to products that use file transmissions and related connectivity channels. Job Posting Standards and Components.pdf You will guide clients through technical setup and testing for inbound and outbound files by gathering requirements, validating formats, coordinating testing, and supporting production migration and verification. You will work closely with Sales, Service, and Implementation partners, as well as Product, Connectivity, Operations, and Technology teams, to deliver a high-quality implementation experience. You will manage multiple projects with competing priorities and timelines while working independently with minimal supervision. Your initial focus will include regression testing support and lower-complexity projects, with growth opportunities as you build expertise.

Job responsibilities:

  • Conduct scoping meetings to confirm product and technical requirements align to client needs and firm capabilities. Job Posting Standards and Components.pdf
  • Lead clients through technical onboarding for file-based and API connectivity, including setup, testing, migration, and verification.
  • Gather, document, and validate client requirements, including file specifications and control needs.
  • Analyze and validate file formats (for example, JSON, ISO 20022 XML, NACHA, EDI X12, and flat files).
  • Establish test environments, execute file testing, coordinate back-office testing, and track results through resolution.
  • Explain test outcomes and defects clearly to clients and internal partners, and drive next steps to closure.
  • Prepare implementation documentation, including statements of work outlining options, scope, and timelines.
  • Maintain accurate project status, risks, and issues using approved tracking tools and repositories.
  • Support production migration and production verification, coordinating across production teams and providing timely updates.
  • Serve as an escalation point for client-impacting issues and drive structured issue resolution.
  • Identify process gaps and improvement opportunities and own initiatives to improve onboarding quality and efficiency.

Required qualifications, capabilities, and skills:

  • Relevant banking, treasury, technology, and/or project management experience supporting client implementations.
  • Client-facing experience with strong client service skills.
  • Experience implementing complex connectivity solutions (for example, EBICS, SWIFT FIN, SWIFTNet FileAct, host-to-host, SFTP, FTPS, AS2, and APIs).
  • Hands-on expertise with payment and reporting file formats (for example, JSON, ISO 20022 XML, NACHA, EDI X12, and flat files).
  • Strong analytical skills and attention to detail, including the ability to diagnose file and testing issues.
  • Strong verbal and written communication skills with the ability to influence and align stakeholders.
  • Ability to manage high volumes of work, prioritize effectively, and deliver to timelines.
  • Effective issue identification, severity assessment, escalation, and end-to-end ownership through resolution.
  • Ability to work independently with minimal supervision while collaborating with broader deal and project teams.

Preferred qualifications, capabilities, and skills:

  • Experience with enterprise resource planning and treasury management systems. Job Posting Standards and Components.pdf
  • Knowledge of regional payment types and related regulatory considerations.
  • Experience using approved AI-enabled tools to improve efficiency, analysis, or process optimization.
About Us

JPMorganChase, 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. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

About the Team
J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.
Global Investment Banking supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise.

Skills Required

  • Relevant banking, treasury, technology, and/or project management experience supporting client implementations
  • Client-facing experience with strong client service skills
  • Experience implementing complex connectivity solutions (EBICS, SWIFT FIN, SWIFTNet FileAct, host-to-host, SFTP, FTPS, AS2, APIs)
  • Hands-on expertise with payment and reporting file formats (JSON, ISO 20022 XML, NACHA, EDI X12, flat files)
  • Strong analytical skills and attention to detail, ability to diagnose file and testing issues
  • Strong verbal and written communication skills with stakeholder influence ability
  • Ability to manage high volumes of work, prioritize effectively, and meet timelines
  • Effective issue identification, severity assessment, escalation, and end-to-end ownership through resolution
  • Ability to work independently with minimal supervision while collaborating with broader teams
  • Experience with enterprise resource planning and treasury management systems
  • Knowledge of regional payment types and related regulatory considerations
  • Experience using approved AI-enabled tools to improve efficiency or process optimization

JPMorganChase Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.

  • Healthcare Strength Medical, dental, vision, and mental-health coverage are broad, with wellness incentives, on-site or virtual care, and an EAP offering coaching and counseling. Plan materials emphasize accessible options, including multiple medical choices and tools to manage costs.
  • Parental & Family Support Paid parental leave extends up to 16 weeks for all parents, supplemented by paid Critical Caregiver Leave. Family resources include backup childcare via Bright Horizons, lactation support and milk-shipping, family-building assistance, and even a free five-month SNOO rental for newborns.
  • Retirement Support Retirement programs include a 401(k) with an annual company match and automatic pay credits for most employees, with a legacy pension available to earlier hires. An Employee Stock Purchase Plan at a 5% discount further supports long-term savings.

JPMorganChase Insights

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The Company
HQ: New York, NY
289,097 Employees
Year Founded: 1799

What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

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