Payments Client Onboarding - Associate

In this role you will work closely with clients, Sales, Product, Operations, and Client Service to enhance global client satisfaction through the delivery of treasury solutions using robust tools and proven methodology, expert consultation, and client advocacy. This candidate will also serve as a mentor to other team members and act as an escalation point. The team supports products such as API, ACH, Check Print, ARP, Image Cash Letter, SWIFT, Billing Transmissions, and eLockbox.
 

We are seeking an innovative, passionate, and proactive partner to deliver a seamless end to end client experience. The candidate must be able to consult with clients to understand their technical and business needs throughout the implementations process, then coordinate multi-disciplinary internal and client teams to deliver in an on-time, efficient manner. The candidate must also be able to present the status of an implementation to senior stakeholders, both internally and externally. The individual will manage multiple complex deals/projects concurrently that may have competing priorities, resources, and timelines - and must be able to support broader program management of large clients as well as internal key initiatives. This includes providing consultation to clients on product capabilities, method of payment/currency requirements, gathering and documenting requirements, and analysis and expertise with various formats (JSON, SWIFT MT, ISO XML, NACHA, EDI X12, flat files, etc.).

Ultimately this role is responsible for ensuring client business requirements are translated properly and satisfied throughout the implementation of payment solutions and delivery against the mandated agreements. The candidate will be responsible for solutioning, early engagement activity, participating in finalist presentations, reviewing implementation requirements with clients pre-mandate, and supporting the roll-out of new products in the Wholesale Payments space.

Job Responsibilities

• Conduct scoping meeting(s) with client to ensure product and technical requirements are understood and satisfied in accordance with the client's business and technical needs, as well as, the firm's capabilities

• Attend and lead client engagement including recurring project status meetings

• Prepare Project Charter and/or Statement of Work outlining product implementation options and timeline

• Use tracking tools and systems to document current status, issues, and risks for all active projects

• Establish test environments, validate file formats, execute testing, coordinate back office testing, track test results, and assist client with issue resolution

• When necessary, perform impromptu troubleshooting sessions with clients regarding failed testing scenarios

• Serve as an effective point of escalation on behalf of client

• Attend meetings and training as required to continue development and product knowledge

• Mentor team members supporting similar products/disciplines

• Provide support to team colleagues when requested; be a subject matter expert for products supported

• Support roll-out of new or enhanced products and set-up of pilot clients

• Attend and demonstrate knowledge and value on pre-implementation calls with clients and Sales.

• Identify and communicate process gaps and improvements opportunities; express willingness to own improvement initiatives; recognized by partners as a process expert with ability to drive improvements

• Adhere to all JPMorgan Chase department policy and procedures

Required Qualifications, background and skills

• Cash management and treasury services experience / experience with technical payment solutions such as APIs and e-wallets and knowledge of payment connectivity / file formats preferred.

• Coding, developer or product development skills preferred.

• Seasoned project management and problem-solving skills required.

• Client-facing experience preferred.

• Excellent verbal and written business and technical communication skills to both clients and internal partners; ability to tailor messaging to relevant audiences.

• Excellent analytical skills and attention to detail required

• Effective issue resolution and escalation skills

• Excellent time management and prioritization skills in a high pressure, competing-priority work environment

• Able to work in a collaborative team environment and partner with colleagues

• Willingness to learn and adaptable to change

• Proficient in use of Microsoft products (Excel, Word, Project, PowerPoint)

• Excellent analytical skills and attention to detail required

• Effective issue resolution and escalation skills

• Excellent time management and prioritization skills

• Able to work in a collaborative team environment and partner with colleagues

• Willingness to learn and adaptable to change