Are you ready to make a real impact in the world of Treasury Services? Join a team where your technical expertise and client focus drive seamless onboarding experiences for global organizations. Here, you’ll collaborate with talented professionals and help shape the future of financial solutions. Your work will empower clients and strengthen our reputation for excellence. Step into a role where your contributions matter and your growth is supported.
As a Client Technical Onboarding Manager within the Commercial and Investment Bank Client Technical Onboarding Team, you guide clients through the technical setup and testing of receivables products. You work closely with us to deliver high-quality solutions, ensuring a smooth and positive onboarding experience. You’ll be part of a collaborative team that values your ideas and supports your professional development. Your role is essential in helping clients achieve their business goals while enhancing our firm’s reputation.
Job Responsibilities
- Lead scoping meetings to understand and fulfill client product and technical requirements
- Facilitate recurring project status meetings and provide clear updates to clients and internal teams
- Prepare Statements of Work and documentation outlining product implementation options
- Use tracking tools and systems to monitor project status, issues, and risks
- Establish test environments, validate file formats, and coordinate file and back-office testing
- Analyze and explain test results to clients, assisting with issue resolution
- Support clients during production migration and verification, ensuring successful implementation
- Collaborate with production teams to provide timely status updates
- Attend meetings and training sessions to enhance product knowledge
- Identify process gaps and improvement opportunities, taking ownership of initiatives
- Adhere to all department policies and procedures
Required qualifications, capabilities, and skills
- Experience in banking, treasury, product, or project management
- Strong client servicing skills, with a focus on clear communication and relationship building
- Excellent verbal and written communication abilities
- Proven analytical skills and attention to detail
- Effective issue resolution and escalation capabilities
- Ability to manage multiple projects and prioritize tasks independently
- Collaborative mindset and ability to work well in team environments
- Willingness to learn and adapt to change
- Professional qualifications as required by region (e.g., Enhanced Competency Framework certifications in Hong Kong)
- Minimal travel required (less than 5%)
Preferred qualifications, capabilities, and skills
- Experience in client-facing project management roles
- Familiarity with receivables products such as Lockbox, ReceiptStream, and Image Cash Letter
- Technical aptitude with file formats and data transmission processes
- Experience using project tracking tools and databases
- Ability to identify and drive process improvements
- Demonstrated subject matter expertise in supported products
- Commitment to ongoing professional development
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, 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.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
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 in banking, treasury, product, or project management
- Strong client servicing skills and relationship building
- Excellent verbal and written communication abilities
- Proven analytical skills and attention to detail
- Effective issue resolution and escalation capabilities
- Ability to manage multiple projects and prioritize tasks independently
- Collaborative mindset and ability to work well in team environments
- Willingness to learn and adapt to change
- Professional qualifications as required by region (e.g., Enhanced Competency Framework certifications in Hong Kong)
- Experience in client-facing project management roles
- Familiarity with receivables products such as Lockbox, ReceiptStream, Image Cash Letter
- Technical aptitude with file formats and data transmission processes
- Experience using project tracking tools and databases
- Ability to identify and drive process improvements
- Demonstrated subject matter expertise in supported products
- Commitment to ongoing professional development
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.
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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.
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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.
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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
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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