Client Onboarding Associate
2 months ago
**JOB DESCRIPTION** Job Responsibilities**
- People and resource management (e.g. people development, attrition, pipeline/skills monitoring, training programs) for the team.
- Manage clear expectations and understanding by establishing clear timelines and managing documentation requirements and cycle time expectations.
- Strong experience with organizational change and business controls management; proficiency in Change Management/Controls will be an advantage.
- Excellent listening skills along with simple, clear and customer-centric business writing skills is a must.
- Demonstrated ability to build, maintain and navigate the organization using formal/informal networking skills.
- Proven problem solving skills with strong project management experience, Project Management Professional (PMP)/ PRINCE2® certification is preferred.
- Strong ability to Identifying gaps/exceptions and recommend possible solutions in process & procedures.
- Exhibit total ownership of stakeholder engagement with strong focus on client satisfaction.
- Demonstrate creative problem solving and solid judgment/decision making skills.
- Lead and coordinate strategic business initiatives.
**Required Qualifications, capabilities and skills**
- Functional experience in end to end banking and financial services industry, should also include experience in managing Client Service, Operations Sales, Portfolio Management or Implementation functions.
- Exceptional verbal and written communications skills.
- Strong interpersonal and relationship building skills.
- Knowledge of Microsoft Suite of products.
- Demonstrated ability to build, maintain and navigate the organization using formal/informal networking skills.
- Behavioral skills, Thought Leadership, Problem solving and time management.
**Preferred Qualifications, capabilities and skills**
- Knowledge of financial services functions, banking treasury products and awareness of regulatory and compliance environments.
- Knowledge of Tableau, Qliksense, dashboards and other reporting tools.
- Proficiency leveraging SharePoint for collaboration and workflow purposes.
- Industry certifications (CTP, PMI)
- Cash Management and Treasury Services product experience and knowledge would be added advantage.
**ABOUT US**
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
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.
**ABOUT THE TEAM**
Commercial Banking is focused on helping our clients succeed and making a positive difference in our communities. We provide credit and financing, treasury and payment services, international banking and real estate services to clients including corporations, municipalities, institutions, real estate investors and owners, and nonprofit organizations.
-
Client Onboarding Associate
3 weeks ago
Bengaluru, Karnataka, India Nova Benefits Insurance Brokers Full time**About NovaBenefits** NovaBenefits is on a mission to provide the best in class health and wellness benefits for employees in India. We envision that a vast majority of the county's population will get better access to high-quality healthcare through their employers. - We are a tech-first company and believe that technology can make this vision a reality...
-
Client Onboarding associate
5 months ago
Varthur, Bengaluru, Karnataka, India JPMorgan Chase & Co Full time**JOB DESCRIPTION** The group is seeking a Specialist who will work closely with our Implementation Consultants / International Onboarding Leads / Clients and be responsible for coordinating all aspects related to client Onboarding related activities. Primary responsibilities include **Responsibilities**: - People and resource management (e.g. people...
-
Client Onboarding associate
5 months ago
Varthur, Bengaluru, Karnataka, India JPMorgan Chase & Co Full time**JOB DESCRIPTION** The CB DMO group is seeking a Specialist who will work closely with our Implementation Consultants / International Onboarding Leads / Clients and be responsible for coordinating all aspects related to client Onboarding related activities. Primary responsibilities include **Responsibilities**: - People and resource management (e.g....
-
Client Onboarding associate
5 months ago
Varthur, Bengaluru, Karnataka, India JPMorgan Chase & Co Full time**JOB DESCRIPTION** The CB DMO group is seeking a Specialist who will work closely with our Implementation Consultants / International Onboarding Leads / Clients and be responsible for coordinating all aspects related to client Onboarding related activities. Primary responsibilities include **Job** **Responsibilities**: - People and resource management...
-
Client Onboarding associate
5 months ago
Varthur, Bengaluru, Karnataka, India JPMorgan Chase & Co Full time**JOB DESCRIPTION** The Commercial Banking Document Management Operations (CB DMO) group is responsible supporting Implementations team through review, validation, approval & storing of account opening related documents. The CB DMO group is seeking a and be responsible for coordinating all aspects related to client Onboarding related activities. Primary...
-
Client Onboarding implementations associate
5 months ago
Varthur, Bengaluru, Karnataka, India JPMorgan Chase & Co Full time**JOB DESCRIPTION** J.P. Morgan in India provides a comprehensive range of Corporate & Investment Banking, Commercial Banking, Asset & Wealth Management, and Corporate functions services and solutions to our clients, executing some of the most important financial transactions and providing essential strategic advice to our clients such as the government,...
-
Client Onboarding team Member
5 months ago
Varthur, Bengaluru, Karnataka, India JPMorgan Chase & Co Full time**JOB DESCRIPTION** The Commercial Banking International Services and Onboarding Document Management Team (CBISO DMT) group is responsible supporting Implementations team through review, validation, approval & storing of account opening related documents. The CBISO DMT group is seeking a Specialist who will work closely with our Implementation Consultants /...
-
Client Onboarding team Member
5 months ago
Varthur, Bengaluru, Karnataka, India JPMorgan Chase & Co Full time**JOB DESCRIPTION** The Commercial Banking International Services and Onboarding Document Management Team (CBISO DMT) group is responsible supporting Implementations team through review, validation, approval & storing of account opening related documents. You will work closely with our Implementation Consultants / International Onboarding Leads / Clients...
-
Onboarding Associate
5 months ago
Varthur, Bengaluru, Karnataka, India JPMorgan Chase & Co Full time**JOB DESCRIPTION** - People management for a small team to include development work allocation, training and escalations. - Client facing, single point of contact responsible for the end-to-end client experience and satisfaction during the in-scope product implementations - Responsible for multi-entity, multi-jurisdiction client onboardings and product &...
-
Associate - Onboarding
3 months ago
Karnataka, India Clean Harbors Full time**About CleanHarbors** Everywhere industry meets environment, Clean Harbors is on-site, providing premier environmental, energy and industrial services. Clean Harbors employs a dedicated workforce of 18,000 employees and has over 450 service locations across the U.S., Canada and Mexico. Beyond addressing the environmental needs of its more than 300,000...
-
Client Advisor Support Associate
2 months ago
Varthur, Bengaluru, Karnataka, India JPMorganChase Full time**JOB DESCRIPTION** J.P. Morgan Private Bank provides affluent clients with personalized financial advice, leveraging our global resources to help them achieve their goals. Our dedicated teams manage over $2.1 trillion in client assets worldwide. The International Private Bank (IPB) caters to clients from 80+ countries and operates in nine languages. The...
-
Fund Servicing client Onboarding
1 month ago
Bengaluru, Karnataka, India JPMorganChase Full time**JOB DESCRIPTION** Job summary** As an Associate you will be responsible for New Client Onboarding operations/Fund Events that involves - Reconciliations, Processing, Validating Transactions, Resolving Inquiries, Accounting Transitions, Process Automation & Efficiencies and Serving as a contact for escalations. **Responsibilities**: - Manage new client...
-
Client Onboarding Associate I
5 months ago
Varthur, Bengaluru, Karnataka, India JPMorgan Chase & Co Full time**JOB DESCRIPTION** **Responsibilities**: - Exhibit ownership and client satisfaction - Manage clear expectations and understanding by establishing clear timelines and managing documentation requirements. - Ownership of internal communication and status updates to partners / clients - Demonstrate creative problem solving and solid judgment/decision...
-
Client Onboarding Solutions Sme
3 weeks ago
Bengaluru, Karnataka, India IG Group Full timeJob Title Client Onboarding Solutions SME Job Description Client Onboarding Solutions SME Join our team as a Client Onboarding Solution SME to drive global onboarding initiatives. This role is pivotal in ensuring seamless client onboarding and enhancing client journeys. Be the key contact for stakeholders, escalating issues, and exploring new...
-
Client Support Associate
5 months ago
Varthur, Bengaluru, Karnataka, India JPMorgan Chase & Co Full time**JOB DESCRIPTION** Job Responsibilities & Activities** J.P. Morgan Private Bank provides customized financial advice to help wealthy clients and their families achieve their goals through an elevated experience. Clients of the Private Bank work with dedicated teams of specialists that bring their investments and financial assets together into one...
-
Client Support Associate
5 months ago
Varthur, Bengaluru, Karnataka, India JPMorgan Chase & Co Full time**JOB DESCRIPTION** Job Responsibilities & Activities** J.P. Morgan Private Bank provides customized financial advice to help wealthy clients and their families achieve their goals through an elevated experience. Clients of the Private Bank work with dedicated teams of specialists that bring their investments and financial assets together into one...
-
Onboarding Executive
1 week ago
Bengaluru, Karnataka, India Digi9 Full timeJob Description: Onboarding Associate at MindMentorz Position: Onboarding Associate Company: MindMentorz Chess Academy Location: Bangalore, India Job Overview: MindMentorz, a premier afterschool chess academy located in Bangalore, is seeking an enthusiastic and dedicated Onboarding Associate to join our vibrant team. This role is pivotal in creating a...
-
Client Implementation associate
5 months ago
Varthur, Bengaluru, Karnataka, India JPMorgan Chase & Co Full time**JOB DESCRIPTION** Commercial Banking serves more than 30,000 clients, including corporations, municipalities, financial institutions, and not-for-profit entities with annual revenues generally ranging from $20 million to $2 billion. The Firm's broad platform positions the Commercial Bank to deliver extensive product capabilities - lending, treasury...
-
Client Onboarding Specialist
2 weeks ago
Bengaluru, Karnataka, India BusinessOnBot Full timeClient Onboarding SpecialistThe Client Onboarding Specialist will be responsible for building strong relationships with clients at all levels, ensuring a smooth and successful transition to BusinessOnBot's platform. This role involves leading the onboarding process, analyzing client performance, and identifying opportunities for improvement.Responsibilities...
-
Client Support
5 months ago
Varthur, Bengaluru, Karnataka, India JPMorgan Chase & Co Full time**JOB DESCRIPTION** ou are a strategic thinker passionate about driving solutions using Client Management. You have found the right team. As the Client Advisor in our Private Banking team, you will spend each day defining, refining and delivering set goals for our firm Job responsibilities - Preparing presentations and materials for client and prospective...