Full Job Description

Location: Metro Manila, National Capital Region, Philippines

The APAC Implementation Team is responsible for onboarding all core cash management business for clients in our region. A critical part of this process relies on effective working relationships between Implementations, Sales, Product, and Client Service. In addition, we work closely with various internal functional partners to ensure seamless end-to-end service delivery. We manage the implementation process for a wide range of client sectors, using a tried-and-tested methodology to deliver a high-quality client experience while accelerating revenue generation for the bank.

As a Client Onboarding Analyst in the Implementations team, you will collaborate with clients to implement JPMorgan Payments products, enhancing their eCommerce and treasury capabilities. You will drive and coordinate all aspects of the client onboarding experience, ensuring a smooth transition from solution finalization to live production. In this role, you will manage multiple client implementations, prioritize deadlines, and lead communications with senior stakeholders, all while adhering to legal, risk, compliance, and control frameworks.

Job responsibilities:

Act as the single point of contact for clients during implementation, coordinating with business partners and team members to ensure timely delivery of products and services
Provide assistance to internal partners to influence decisions and develop solutions while mitigating audit and risk concerns
Build solid working relationships with customers and internal partners
Ensure client account opening requests and activities meet business approval criteria, credit risk, and document control requirements
Update projects and ensure accurate tracking through management reports on a weekly and monthly basis
Monitor cycle times for all product setups and seek to shorten each process
Drive process improvements by collaborating with the team and functional partners to enhance the client onboarding process
Attend meetings and training to support ongoing development and expand knowledge of cash management products, processes, and technologies
Exercise defined levels of authority and decision-making that impact implementation deadlines and milestones

Required qualifications, capabilities, and skills:

Bachelor’s degree in Business or related field
Experience in operations, implementations, or client service
Knowledge of documentation review (standard and non-standard)
Experience or knowledge in cash management and treasury services
Keen attention to detail
Strong verbal, written, and interpersonal communication skills in English
Ability to work effectively in a fast-paced and changing environment, including adjustments to work schedule and overtime
Strong organizational and decision-making skills
Aptitude to learn documentation and risk requirements
Ability to work on multiple applications with minimal supervision
Proficient in MS Office tools (Outlook, Excel, Word) and desktop/internet-based applications

Preferred qualifications, capabilities, and skills:

Knowledge or hands-on experience with enterprise applications such as SAP or Oracle in the finance/treasury domain
Project management experience, would be beneficial

Lead client onboarding for JPMorgan Payments, driving efficient implementation and enhancing eCommerce and treasury operations.

Bulge Bracket Investment Banks

14 days ago

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Client Onboarding Analyst (Implementations)

at J.P. Morgan

ExperiencedNo visa sponsorship

Not specified

Currency not set

City: Manila

Country: Not specified

The Client Onboarding Analyst will lead client implementations for JPMorgan Payments in the APAC region, managing the end-to-end onboarding process from solution finalization to live production. You will act as the single point of contact for clients, coordinate with sales, product, and client service teams, and drive timely delivery while adhering to legal, risk, and compliance frameworks. The role requires managing multiple implementations, improving processes, and communicating with senior stakeholders to ensure a high-quality client experience. Strong attention to detail, organizational skills, and knowledge of cash management/treasury services are essential.

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Full Job Description

Location: Metro Manila, National Capital Region, Philippines

Job responsibilities:

Act as the single point of contact for clients during implementation, coordinating with business partners and team members to ensure timely delivery of products and services
Provide assistance to internal partners to influence decisions and develop solutions while mitigating audit and risk concerns
Build solid working relationships with customers and internal partners
Ensure client account opening requests and activities meet business approval criteria, credit risk, and document control requirements
Update projects and ensure accurate tracking through management reports on a weekly and monthly basis
Monitor cycle times for all product setups and seek to shorten each process
Drive process improvements by collaborating with the team and functional partners to enhance the client onboarding process
Attend meetings and training to support ongoing development and expand knowledge of cash management products, processes, and technologies
Exercise defined levels of authority and decision-making that impact implementation deadlines and milestones

Required qualifications, capabilities, and skills:

Bachelor’s degree in Business or related field
Experience in operations, implementations, or client service
Knowledge of documentation review (standard and non-standard)
Experience or knowledge in cash management and treasury services
Keen attention to detail
Strong verbal, written, and interpersonal communication skills in English
Ability to work effectively in a fast-paced and changing environment, including adjustments to work schedule and overtime
Strong organizational and decision-making skills
Aptitude to learn documentation and risk requirements
Ability to work on multiple applications with minimal supervision
Proficient in MS Office tools (Outlook, Excel, Word) and desktop/internet-based applications

Preferred qualifications, capabilities, and skills:

Knowledge or hands-on experience with enterprise applications such as SAP or Oracle in the finance/treasury domain
Project management experience, would be beneficial

Lead client onboarding for JPMorgan Payments, driving efficient implementation and enhancing eCommerce and treasury operations.

Job Details

Client Onboarding Analyst (Implementations)

Full Job Description

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