Client Technical Onboarding

4 hours ago


Bengaluru, Karnataka, India JPMorgan Chase Full time ₹ 12,00,000 - ₹ 36,00,000 per year

Join JPMorgan Chase as a Technical Implementation Specialist and play a pivotal role in Commercial Banking client onboarding. Collaborate with a global team to deliver innovative Treasury Services solutions and ensure a smooth client experience. Be part of a supportive culture that values excellence, inclusion, and your professional growth.

Job Summary

As a Technical Implementation Associate within the Commercial Banking Client Onboarding team, you will manage end-to-end Treasury Services implementations for clients. You will coordinate with internal partners and clients to deliver tailored solutions and ensure a seamless onboarding experience. Your role is essential in driving client satisfaction and supporting the strategic goals of Commercial Banking

Job Responsibilities: 

  • Serve as primary point of contact for technical onboarding and implementation contact responsible for a successful end-to-end client experience and satisfaction during Regional and/or Global Treasury Services implementations with Commercial Banking clients.
  • Deliver Host-to-Host, and/or Host-to-Host Online and/or API Implementations for Commercial Banking clients which utilize SWIFT, and/or ISO XML, and/or Bank file and message formats.
  • Be responsible primarily for regional client technical onboardings, with the aim to cover multi-entity, multi-jurisdiction product & service implementations.
  • Manage client and internal partner expectations by establishing realistic timelines, deliverables and dependencies with the goal to achieve deal pipeline discipline and ensuring that all customer expectations are met.
  • Use project management tools to drive the successful project outcomes, communicate status updates and document project scope, testing and systems setup,  prioritizing tasks, resources and stakeholders across time zones.
  • Maintain project documentation to  meet quality assurance or quality control standards and in compliance with regulatory requirements.
  • Empower for escalations when support is needed to remove obstacles to success.
  • Be able to identify gaps in the client onboarding journey where we can do better, suggest options for a solution, and execute continuous improvement towards client excellence.

Required qualifications, capabilities and skills

  • Bachelor's Degree in Business, Science, Mathematics, Information Systems, Economics, or related disciplines.
  • Minimum 5 years of work experience in implementation, servicing, technical support, or product roles, with client-facing experience.
  • Proven capability of applying project management methodology to develop an implementation plan and execute in a dynamic client-facing environment.
  • Demonstrate familiarity with technical standards used in the payments industry, such as ISO XML, API JSON, structural and delimited files.
  • Ability to clearly communicate, partner, and influence - leading others to a common goal
  • Track record of independent problem-solving within the technical and/or payments domain.
  • Comfort in using technology such as Zoom, Teams, Outlook, and other collaboration tools to drive client discussions across time-zones. 
  • Possess a keen interest in evolving payments technologies and payment industry trends

Preferred qualifications, capabilities and skills: 

  • Minimum 2 years of project-related experience within Cash Management  to deliver Host-to-Host, and/or Host-to-Host Online and/or API Implementations for Commercial Banking clients which utilize SWIFT, and/or ISO XML, and/or Bank file and message formats and which can include involvement with the client on scoping or solutioning aspects.
  • Knowledge and experience with either (or both) ISO 20022 or EDI message formats used in the Cash Management / Treasury Services industry.
  • Exceptional verbal and written communication skills, with the ability to present technical solutions to both technical and non-technical audiences.
  • Passion for delivering a consistent, stellar client and partner experience. 
  • Experience with ERP and TMS integrations into payments and reporting systems.
  • Ability to map and document progress of information systems and data workflows.
  • Comfortable with using AI-technologies with an innovative mindset.


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