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.
JPMorganChase Chicago, Illinois, USA Office
Chicago, IL, United States
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