Commercial Real Estate Onboarding Associate

Client Onboarding Associate

Own our client's onboarding experience end to end! Use your project management expertise to manage complex treasury product implementations for JP Morgan Chase clients from around the world.

As a Client Onboarding Associate within the Commercial Bank, you will lead a project team that supplies support for the implementation of Treasury and Banking products and services. Partner with client and internal stakeholders to help provide a best-in-class experience. In this role you are often the client's first true experience working with JP Morgan Chase.

Job Responsibilities

• Own the product implementation and training experience for your assigned clients
• Meet and connect with clients through WebEx, Zoom, and other collaboration technologies
• Build and maintain strong relationships with key partners in Relationship Management, Sales, Service, Operations and Product Management
• Manage client and partner expectations and understanding throughout the implementation process
• Exhibit ownership of implementations experience and own client satisfaction results
• Work with partners in Operations and Product Management to streamline processes
• Identify instances of business risk and show ownership of issues when they arise
• Scope client requests and translate business requirements into detailed technical specifications for treasury services
• Use Microsoft Office tools to document meeting agendas and minutes and project plans. Use of workflow tool for status updates and document repository
• Demonstrate creative problem solving and judgement and be empowered to escalate when necessary
• Manage client and internal partner expectations by establishing timeliness and dependencies with the goal to exceed expectations

Required Qualifications, Capabilities and Skills

Preferred Qualifications, Capabilities and Skills

Joining our diverse and innovative global organization will provide you with endless opportunities for career and personal growth.