About this role
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.
Help clients bring payments services into their business smoothly. You will lead onboarding from planning through go-live, understand client needs, and coordinate the people and processes needed to deliver. This role combines client relationship management, project coordination, and operational problem-solving, with exposure to global clients and a range of payments products.
As a Client Onboarding Associate in the Payments team, you will manage the end-to-end onboarding process for new payments services. You will gather and document client requirements, agree on plans and timelines, and coordinate delivery across business, product, operations, legal, and other teams. You will track progress, resolve process and operational issues, and help ensure clients are ready to use the service at go-live.
Job responsibilities
- Manage client onboarding from initial planning through to go-live, coordinating activities and tracking milestones.
- Meet with clients to understand their business needs and document onboarding requirements.
- Develop onboarding plans with clear actions, owners, timelines, and dependencies.
- Coordinate with product, operations, legal, and other teams to complete onboarding activities.
- Keep clients and internal partners informed of progress, outstanding actions, and changes to timelines.
- Identify delays, process gaps, and operational issues, then work with the right teams to resolve them.
- Coordinate client testing and readiness activities before go-live.
- Manage multiple onboarding projects and prioritise work to meet agreed timelines.
- Identify opportunities to simplify onboarding processes and improve the client experience.
Required qualifications, capabilities, and skills
- Bachelor's Degree
- Minimum 3 years of experience in technical project management
- Experience gathering client or business requirements and coordinating work through to completion.
- Strong organisation and project coordination skills, including tracking actions, owners, and deadlines.
- Clear communication skills, with the ability to build client relationships and work effectively across teams.
- Strong problem-solving skills and the ability to manage changing priorities.
- Self-directed, detail-focused, and committed to delivering a positive client experience.
Preferred qualifications, capabilities, and skills
- Experience in payments, transaction banking, financial technology, or merchant acquiring.
- Familiarity with payments technology, file transfer, or data connectivity, including application programming interfaces, Secure File Transfer Protocol, ISO 20022, or SWIFT.
- Experience with enterprise resource planning or treasury management systems such as SAP, Oracle, or Kyriba.
- Familiarity with automation or data tools such as Alteryx, UiPath, or Python.
- Project management or information technology service management certification.