Client Technical Onboarding Specialist

Client Technical Onboarding Specialist

Be part of a fast‑paced, client‑focused organization driving seamless product implementations. This role offers exposure to complex banking and treasury systems while working closely with global clients and technology teams. Ideal for professionals who thrive on ownership, collaboration, and technical problem solving. Job Summary As an Associate in Client Onboarding and Services, you coordinate end‑to‑end technical product implementation activities across clients and internal teams. You partner with business, technology, and client stakeholders to perform setup, testing, and production migration. You manage multiple concurrent requests while ensuring quality delivery, adherence to SLAs, and client satisfaction. Job Responsibilities

• Exhibit ownership and accountability for client satisfaction
• Manage timelines, documentation, and clear expectation setting
• Communicate proactively with clients and internal stakeholders
• Demonstrate creative problem solving and sound decision making
• Adhere strictly to policies, procedures, and SLAs
• Escalate and resolve issues in a timely manner
• Record observations and escalate risks where necessary
• Identify gaps or exceptions and recommend effective solutions
• Manage multiple implementation requests through strong project coordination
• Work independently with minimal supervision
• Support client and internal teams during product setup and testing

 Required qualifications, capabilities and skills

• Demonstrate strong verbal and written communication skills
• Apply excellent logical, analytical, and attention‑to‑detail capabilities
• Manage multiple work requests with effective time management
• Perform mainframe testing and file validation activities
• Understand ISO 20022, EDI, and XML message formats
• Execute system, regression, and UAT testing effectively
• Hold an engineering degree with minimum 2 years of experience in banking, financial services, or treasury implementations

 Preferred qualifications, capabilities and skills

• Understand US and Canada treasury products
• Apply hands‑on knowledge of ISO, X12, or BAI2 file formats
• Utilize UI Path or other RPA tools for workflow automation
• Collaborate effectively with global client technology teams
• Adapt comfortably to high‑volume implementation environments
• Demonstrate flexibility to support evening or night shifts
• Strengthen delivery outcomes through continuous process improvement

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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.

Experience Level

Mid Level