Client Technical Onboarding Manager II

JPMorgan Chase • Chicago, IL • 5h ago

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, Receipt$tream, 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

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 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

Base Pay/Salary

Chicago,IL $75,050.00 - $107,000.00 / year

Similar Jobs

EMS Operations Manager

Medical Express Ambulance Service • Skokie, IL • 29min ago

Management & Administrative

EMS Operations Manager Exciting Opportunity: Join Our Team as an EMS Manager at MedEx Ambulance! MedEx Ambulance is currently seeking applications for EMS Managers to help oversee our daily operations. The responsibiliti...

29min ago

Go to Apply

Business Relationship Manager I

JPMorgan Chase • Bensenville, IL • 1h ago

Management & Administrative

If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship Manager I (BRM) in Business Banki...

1h ago

Go to Apply

Distribution Enablement: Change Management Lead (Adoption & Education)

Wellington Management Company • Chicago, IL • 1h ago

Management & Administrative

This job was posted by https://illinoisjoblink.illinois.gov : For more information, please see: https://illinoisjoblink.illinois.gov/jobs/13257003 Wellington Managementoffers comprehensive investment management capabilit...

1h ago

Go to Apply

Client Service Liaison - South Holland, IL

Gareda Home Care Services • Calumet City, IL • 5h ago

Management & Administrative

This job was posted by https://illinoisjoblink.illinois.gov : For more information, please see: https://illinoisjoblink.illinois.gov/jobs/13254597 Job Description {#jobDescriptionHeading translate=""} Overview\ \ Client...

5h ago

Go to Apply

Account Manager - Trading

FactSet Research Systems • Chicago, IL • 12h ago

Management & Administrative

This job was posted by https://illinoisjoblink.illinois.gov : For more information, please see: https://illinoisjoblink.illinois.gov/jobs/13254865 FactSet creates flexible, open data and software solutions for over 200,0...

12h ago

Go to Apply

Channel Manager

ASC Engineered Solutions • Chicago, IL • 12h ago

Management & Administrative

This job was posted by https://illinoisjoblink.illinois.gov : For more information, please see: https://illinoisjoblink.illinois.gov/jobs/13252279 \ Position Title: Channel Manager\ Department: Sales\ Employment Type Ful...

12h ago

Go to Apply

Industry X - Digital Manufacturing Architecture Senior Manager

Accenture • Chicago, IL • 12h ago

Management & Administrative

We Are: Looking to be part of a transformational digital engineering and manufacturing practice? How about an opportunity to help world-class clients solve their biggest challenges and create products and services that c...

12h ago

Go to Apply

Product Management, Manager- Asset Management

Capital One • Chicago, IL • 13h ago

Management & Administrative

Product Management, Manager- Asset Management Product Management at Capital One is a booming, vibrant craft that requires reimagining the status quo, finding value creation opportunities, and driving innovative and susta...

13h ago

Go to Apply

Account Manager, Local Paramount Advertising

Paramount • Chicago, IL • 15h ago

Management & Administrative

WeAreParamount on a mission to unleash the power of content you in? Weve got the brands, weve got the stars, weve got thepowerto achieve our mission to entertain the planet now all were missing is YOU! Becoming a part of...

15h ago

Go to Apply

Data Entry Clerk

Robert Half • Itasca, IL • 15h ago

Management & Administrative

Description We are looking for a skilled and motivated Data Entry Clerk to join our team on a long-term contract basis in Itasca, Illinois. The ideal candidate will bring exceptional attention to detail and a willingness...

15h ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.