Client Onboarding Associate

3 days ago


Varthur Bengaluru Karnataka, India JPMorgan Chase & Co Full time

**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.



  • 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...


  • Bengaluru, Karnataka, India JPMorganChase Full time

    **JOB DESCRIPTION** You are a strategic thinker passionate about driving solutions. You have found the right team. As a Client Onboarding Associate within our team, you will be an integral part of the global Middle Office Operations team, supporting all aspects of client onboarding, including the fulfillment of Anti-Money Laundering (AML) and Know Your...


  • Bengaluru, Karnataka, India Goldman Sachs Services Pvt Ltd Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Asset & Wealth Management Operations - Client Onboarding - Senior Associate - Bengaluru ASSET MANAGEMENT Bringing together traditional and alternative investments, we provide clients around the world with a dedicated partnership and focus on long-term performance. As the firm's primary investment area, we provide investment and advisory services for some...


  • Bengaluru, Karnataka, India Altisource Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Associate, Granite Company Description Are you up to the challenge of working directly with the Executive leadership of a US NASDAQ company on developing and organizing the financial strategy for different lines of business? If yes, keep reading At Altisource (NASDAQ: ASPS) we build world-class technologies and services for the mortgage and real estate...


  • 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...


  • Bangalore, Karnataka, India JPMorgan Chase Full time

    Job Category Onboarding The Global Banking Client and Onboarding COS services group is responsible for supporting treasury product Implementations team through review validation approval storing of account opening as well as product related documents As an Associate in the Client and Onboarding Services team you will work closely with the Implementation...


  • Varthur, Bengaluru, Karnataka, India JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** You are a strategic thinker passionate about driving solutions using market dynamics. You have found the right team. As the Client Advisor in our Global Private Bank Advisor Support Team, you will spend each day defining, refining and delivering set goals for our firm Job responsibilities - Preparing presentations and materials for...


  • Bengaluru, Karnataka, India, Karnataka Black Box Full time

    Purpose of Job: Responsible to bridge the gap between sales and the technical implementation and service delivery.Perform day-to-day client onboarding activities to transition clients from pre- to post-sales service delivery by implementing a technical and business solution that has been sold to the client.Administer the onboarding process to include:conduct...


  • Bengaluru, Karnataka, India Plum Benefits Full time

    **About Plum** Plum is an employee insurance and health benefits platform focused on making health insurance simple, accessible and inclusive for modern organizations. Healthcare in India is seeing a phenomenal shift with inflation in healthcare costs 3x that of general inflation. A majority of Indians are unable to afford health insurance on their own;...


  • Bengaluru, India UrbanPiper Full time

    Associate - Onboarding Manager (US)BangaloreAbout UrbanPiper:UrbanPiper is a B2B SaaS platform helping restaurants in digital transformation. With our offering restaurants can manage/automate their online presence be it on their own websites/apps or any of the leading food delivery platforms — Zomato, Swiggy, Amazon Foods Deliveroo, Talabat, HungerStation,...