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 put payments solutions into use smoothly and with confidence. You will lead onboarding projects, understand client needs, and bring together the teams needed to deliver. You will gain broad exposure to treasury, cash management, trade, and merchant acquiring, while helping improve the client experience and onboarding process.
As a Client Onboarding Manager in Payments, you will lead client implementations from solution planning through testing and go-live. You will gather and clarify client requirements, agree on delivery plans, and coordinate work across sales, product, legal, compliance, operations, technology, and client service teams. You will manage project risks and timelines, keep clients informed, and ensure onboarding meets relevant controls and regulatory requirements. You will also identify ways to make onboarding simpler and more efficient.
Job responsibilities
- Lead client onboarding from solution planning through testing and go-live, keeping deliverables on track.
- Build strong client relationships, understand business needs, and explain onboarding requirements and next steps.
- Gather and document requirements, then turn them into clear plans, actions, owners, and timelines.
- Run client workshops and meetings to confirm needs, resolve questions, and agree on implementation plans.
- Coordinate work across internal teams to complete onboarding activities and address delays or issues.
- Manage project risks, dependencies, and escalations, keeping clients and stakeholders informed.
- Ensure required legal, risk, compliance, and control steps are completed before go-live.
- Identify process improvements that reduce delays and effort and improve the client experience.
- Contribute to broader improvements in onboarding processes and ways of working.
Required qualifications, capabilities, and skills
- Bachelor Degree
- Minimum 3 years of experience in client onboarding, project delivery, client service, operations, transaction banking, corporate finance, or payments.
- Experience in a client-facing role, with the ability to understand client needs and manage expectations.
- Strong project coordination skills, including managing plans, timelines, risks, and multiple workstreams.
- Strong communication and presentation skills, with the ability to build relationships and work across teams.
- Ability to work independently in a global, cross-functional environment.
- Strong ownership, sound judgement, and a careful, organised approach to delivery.
Preferred qualifications, capabilities, and skills
- Experience in payments, transaction banking, corporate finance, financial technology, or merchant acquiring.
- Familiarity with payment file and data transfer methods, such as application programming interfaces, Secure File Transfer Protocol, ISO 20022, or SWIFT.
- Experience with automation or artificial intelligence tools, such as Alteryx, UiPath, or Python.
- Familiarity with finance or treasury systems such as SAP, Oracle, Kyriba, or treasury management systems.
- Project management or information technology service management certification.