EMEA Client Onboarding Manager - Senior Associate

Posted 5 Hours Ago
Be an Early Applicant
Bournemouth, Dorset, England, GBR
Hybrid
Senior level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
Oversee end-to-end onboarding and implementation of global cash management services for EMEA financial institution clients. Manage project plans, client meetings, documentation, testing, service setup, go-live, and transition to Client Services. Coordinate with Sales, Product, KYC, Operations, and other internal partners, while tracking status, resolving issues, escalating risks, and driving process improvements.
Summary Generated by Built In

Join our EMEA Client Onboarding & Service (COS) team as a Client Onboarding Senior Associate, where your expertise in cash management and project management will be pivotal in delivering high-quality client experiences. Collaborate with diverse internal partners to ensure seamless service delivery and contribute to the success of Global Corporate Bank clients. This role offers opportunities for professional growth and the chance to make a significant impact on client relationships and business outcomes.


As an EMEA Client Onboarding Senior Associate within the Global Corporate Bank, you will oversee the onboarding and setup of core cash management services for our global clients. You will manage the entire implementation process, including client kickoff, project scoping, documentation, service setup, testing, go-live, and transition to Client Services. Your role involves collaborating effectively with KYC, Sales, Product, Client Service, and various internal functional partners to ensure seamless service delivery and a high-quality client experience.

This client facing role is in the FIG (Financial Institutions Group) EMEA Client Onboarding team. The team handles implementations for a wide range of clients from banks to Asset Managers to corporate-like NBFIs (Non-Bank Financial Institutions) to public sector bodies.


Job Responsibilities:

  • Implement global Cash Management solutions, of varying size and complexity, primarily in EMEA
  • Manage multiple deals end-to-end /projects concurrently by being the central point to both internal and external customers
  • Partner closely with Sales, Product, Client Service, Operations and other internal partners to ensure a successful project delivery and client experience
  • Develop project plans as agreed for each deal incorporating the methodology used within the Project Management Team. Provide guidance to the client with respect to the tasks and their role within the plan.
  • Attend and host regular client meetings/calls to review the project against the plan.
  • Work with internal and external parties to deliver the solution within the minimum time frames. 
  • Provide accurate and timely implementation statuses and escalate issues that impact the client experience or put the target date at risk. 
  • Provide support to team colleagues as required.
  • Identify and communicate process gaps and improvements opportunities; express willingness to own improvement initiatives; be recognized by partners as a process expert with ability to drive improvements
  • Adhere to all JPMorgan Chase department policy and procedures
  • Attend meetings and training as required to continue development and product knowledge


Required Qualifications, Capabilities, and Skills:

  • Experience working with corporate and/or financial institutions clients with strong client servicing skills.
  • Strong verbal, written, and interpersonal communication skills.
  • Project management skills required. Proven capability of applying project management methodology to develop an implementation plan and execute deliverables.
  • Excellent time management and prioritization skills in a high-pressure, competing-priority work environment.
  • Ability to work in a team environment and partner with colleagues. Strong interactive personal and communication skills and ability to influence others for positive results.
  • Effective issue resolution and escalation skills.
  • Excellent English written & verbal communication ability.
About UsJ.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
  
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

  • Experience working with corporate and/or financial institution clients
  • Strong client servicing skills
  • Strong verbal, written, and interpersonal communication skills
  • Project management skills and experience applying project management methodology to develop implementation plans and execute deliverables
  • Excellent time management and prioritization skills in a high-pressure, competing-priority environment
  • Ability to work in a team environment and partner effectively with colleagues
  • Strong ability to influence others for positive results
  • Effective issue resolution and escalation skills
  • Excellent English written and verbal communication ability

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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