Global Banking - Client Onboarding Specialist - Associate

Reposted 2 Days Ago
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Kuala Lumpur, Wilayah Persekutuan Kuala Lumpur
Hybrid
Mid level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
As a Client Onboarding Specialist, you'll manage client implementations of JPMorgan Payments products, ensuring a positive client experience and compliance with regulations while collaborating with various internal teams.
Summary Generated by Built In
Job Description
Are you looking for an opportunity to be part of the Global Banking Client Onboarding team? You have found one!
As a Client Onboarding Specialist within Global Banking, you will collaborate with our clients to implement JPMorgan Payments products, enhancing their eCommerce business capabilities and treasury operations. You will play a pivotal role in driving and coordinating all aspects of a positive client onboarding experience. This team requires a strong project governance discipline to execute proven client and product onboarding methodologies. You will need to possess rich expertise to consult and lead clients in adopting JPMorgan Payments technology and products across Treasury, Cash Management, Trade, and Merchant Acquiring businesses. You will take ownership of the post-mandate client experience, starting from solution finalization through onboarding, testing, and live production operation, and balance multiple concurrent client implementations, prioritize tight deadlines, and lead communications with senior stakeholders while adhering to applicable legal, risk, compliance, and control frameworks. You will also participate and contribute process optimization, efficiency improvement, client experience enhancement, etc.
Job Responsibilities
  • Serve as the single point of contact, providing overall ownership of the client experience and satisfaction during the onboarding process.
  • Manage multi-entity/jurisdiction product implementation and account opening requests, including cross-region implementation deals.
  • Collaborate with clients and coverage teams to develop and execute implementation plans, establishing clear expectations and transparency of timelines using project management principles.
  • Lead client-facing activities such as workshops to refine solutions, establish project plans, conduct product testing, and manage legal documentation.
  • Ensure compliance with audit and controls policies and procedures, with a focus on risk management.
  • Drive improvements to the global operating model with internal partners in Sales, Product, Legal, Compliance, Operations, Technology and Client Service to deliver high client satisfaction and internal efficiencies.
  • Provide subject matter expertise for international regulatory requirements, products, documentation, and services.
  • Support global and regional onboarding initiatives to enhance client experience and meet operational and local regulatory requirements.
  • Monitor the progress of implementation requests and escalate issues as needed to ensure timely execution.
  • Provide client and internal partner with consultative advice regarding technical aspects of Payments solutions, including RFP responses, client presentations and client meetings.
  • Consult client to improve their treasury, finance and business operations through adoption and operation of J.P. Morgan Payments technology and solutions proposed at the Sales process

Required qualifications, capabilities, and skills
  • Experience in client-facing and project management roles in Treasury, cash management, finance and payment industry.
  • Strong verbal and written communication skills
  • Strong in teamwork and organizational skills, demonstrating the ability to work independently within a matrix, cross-functional, global organization, are essential
  • Bachelor's degree equivalent

Preferred qualifications, capabilities, and skills
  • Minimum of 8 years of work experience.
  • Experience in AI/ML applications or in automation tools e.g. Alteryx, UiPath, Python, etc. Demonstrates ability to initiate and execute process improvement or transformative changes.
  • Knowledge or hands-on experience with enterprise applications such as SAP, Oracle, etc., particularly in the finance/treasury domain.
  • Familiar with Payment file/data transfer technologies such as ISO XML, enterprise connectivity like SFTP, API, SWIFT

About Us
J.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 Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

Top Skills

Ai/Ml Applications
Alteryx
APIs
Iso Xml
Oracle
Python
SAP
Sftp
Swift
Uipath

What the Team is Saying

Nick S.
Lupe C.
Edwin T.
Dawn T.
Meng M.
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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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