Client Technical Onboarding Specialist

Posted 5 Hours Ago
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Bengaluru, Bengaluru Urban, Karnataka, IND
Hybrid
Junior
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
Coordinate technical treasury product implementations from setup through testing and production migration. Partner with clients, business teams, and internal stakeholders to validate files, test transmissions, document requirements, manage timelines, communicate status, resolve issues, and meet service-level agreements. The role requires knowledge of mainframe environments, ISO/X12/BAI2 formats, ISO 20022, XML, system testing, regression testing, and user acceptance testing.
Summary Generated by Built In

Make your mark by delivering seamless treasury product implementations through strong technical testing, file validation, and client partnership.


As a/an Technical Implementation Analyst within Client Onboarding and Services, you coordinate all aspects of product implementation setups while handling a high volume of simultaneous requests. 


You work closely with business partners, clients, and internal teams to perform product setup, testing, and production migration. You facilitate discussions to understand requirements and apply working knowledge of mainframe environments, file validation, and testing to deliver reliable outcomes.

Job Responsibilities:

  • Exhibit ownership to drive client satisfaction.
  • Establish timelines and maintain documentation to set clear expectations and understanding.
  • Communicate status updates to clients and stakeholders.
  • Demonstrate creative problem solving and apply solid judgment and decision making.
  • Adhere to policies and procedures and meet or exceed established service level agreements.
  • Escalate and resolve issues in a timely manner.
  • Record observations and escalate where necessary.
  • Identify gaps and exceptions and recommend possible solutions.
  • Manage multiple requests and collaborate with multiple teams to drive delivery.
  • Work independently with minimal supervision.
  • Support clients and internal teams to set up products and perform testing based on requirements.

Required qualifications, skills, and capabilities:

  • Strong verbal and written communication skills.
  • Strong logical and analytical skills with attention to detail.
  • Ability to manage multiple work requests with effective time and work management.
  • Working knowledge of mainframe testing, transmissions, and file testing for formats such as ISO, X12, and BAI2.
  • Understanding of ISO 20022 or electronic data interchange message formats, including extensible markup language.
  • Understanding of system testing, regression testing, and user acceptance testing.
  • Bachelor’s degree in engineering with 1+ years of experience in banking, financial services, or treasury product implementation with a technical background.

Preferred qualifications, skills, and capabilities:

  • Knowledge of UiPath or similar robotic process automation tools for workflow automation.
  • Understanding of treasury products in the United States and Canada.
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

  • Strong verbal and written communication skills
  • Strong logical and analytical skills with attention to detail
  • Ability to manage multiple work requests with effective time and work management
  • Working knowledge of mainframe testing, transmissions, and file testing for ISO, X12, and BAI2 formats
  • Understanding of ISO 20022 or electronic data interchange message formats, including XML
  • Understanding of system testing, regression testing, and user acceptance testing
  • Bachelor's degree in engineering
  • At least 1 year of experience in banking, financial services, or treasury product implementation with a technical background
  • Knowledge of UiPath or similar robotic process automation tools
  • Understanding of treasury products in the United States and Canada

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 — Health coverage is considered comprehensive, including medical, dental, and vision, alongside wellness and mental health resources. Some locations add onsite health centers and related wellbeing support.
  • Retirement Support — Retirement offerings include a 401(k)-type savings plan and related financial benefits, with options such as employee stock purchase participation. Financial planning resources are also highlighted to support long-term savings.
  • Parental & Family Support — Paid parental leave of 16 weeks for birth or adoption is available for all parents. Child care and back-up child care resources further reinforce family support.

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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