Client Technical Onboarding Specialist
JPMorgan Chase · Posted Oct 31
Global banking, investment, credit card, mortgage, and asset management services
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About the role
The Client Onboarding and Services team coordinates treasury product implementation setups, testing, and production migration for clients. The role works with business partners, clients, and internal teams on mainframe environments, file validation, and testing. The Technical Implementation Analyst supports product setup and testing based on client requirements.
What you will do
- Exhibit ownership to drive client satisfaction.
- Establish timelines and maintain documentation to set clear expectations and understanding.
- Communicate status updates to clients and stakeholders.
- Demonstrate creative problem solving and apply solid judgment and decision making.
- Adhere to policies and procedures and meet or exceed established service level agreements.
- Escalate and resolve issues in a timely manner.
- Record observations and escalate where necessary.
- Identify gaps and exceptions and recommend possible solutions.
- Manage multiple requests and collaborate with multiple teams to drive delivery.
- Work independently with minimal supervision.
- Support clients and internal teams to set up products and perform testing based on requirements.
Skills used in this role
What the employer is looking for
- Strong verbal and written communication skills.
- Strong logical and analytical skills with attention to detail.
- Ability to manage multiple work requests with effective time and work management.
- Working knowledge of mainframe testing, transmissions, and file testing for formats such as ISO, X12, and BAI2.
- Understanding of ISO 20022 or electronic data interchange message formats, including extensible markup language.
- Understanding of system testing, regression testing, and user acceptance testing.
- Bachelor’s degree in engineering with 1+ years of experience in banking, financial services, or treasury product implementation with a technical background.
Preferred qualifications
- Knowledge of UiPath or similar robotic process automation tools for workflow automation.
- Understanding of treasury products in the United States and Canada.
Benefits and support
- Compensation and benefits are detailed in the job posting
About JPMorgan Chase
JPMorgan Chase & Co. is one of the oldest, largest, and most diversified financial services institutions in the world. Operating globally through the J.P. Morgan and Chase brands, the firm provides a comprehensive range of financial solutions including investment banking, consumer and commercial banking, transaction processing, and asset management. Serving millions of consumers and many of the world's most prominent corporate, institutional, and government clients, the company combines deep market expertise with extensive technological investments.
- Industry
- Banking
- Company size
- 320000+ employees
- Founded
- 1799
- Location
- New York, New York, USA
- Funding stage
- Public Company
Leadership
Chairman and Chief Executive Officer
Chief Financial Officer
Chief Operating Officer
Global Chief Information Officer
CEO, Asset & Wealth Management
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