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Client Technical Onboarding Specialist

ExperiencedNo visa sponsorship
J.P. Morgan logo

at J.P. Morgan

Bulge Bracket Investment Banks

Posted 12 days ago

No clicks

As a Client Technical Onboarding Specialist, Bengaluru, drive smooth treasury product implementations by proficiently managing high-volume requests and collaborating with cross-functional teams. Perform product setup, testing, and migration, leveraging strong technical skills and familiarity with mainframe environments, file formats (ISO, X12, BAI2), and testing methodologies like system, regression, and user acceptance testing. Exhibit exceptional communication, time management, and problem-solving skills to ensure client satisfaction and meet service level agreements. Requirements include a Bachelor's degree in engineering with 1+ years of relevant experience in financial services, treasury product implementation, and working knowledge of mainframe testing and EDI message formats. UiPath RPA tool experience is a plus.

Compensation
Not specified

Currency: Not specified

City
Bengaluru
Country
India

Full Job Description

Location: Bengaluru, Karnataka, India

Make your mark by delivering seamless treasury product implementations through strong technical testing, file validation, and client partnership.

 

As a/an Technical Implementation Analyst within Client Onboarding and Services, you coordinate all aspects of product implementation setups while handling a high volume of simultaneous requests. 

 

You work closely with business partners, clients, and internal teams to perform product setup, testing, and production migration. You facilitate discussions to understand requirements and apply working knowledge of mainframe environments, file validation, and testing to deliver reliable outcomes.

Job Responsibilities:

  • 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.

Required qualifications, skills, and capabilities:

  • 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.
  • Bachelors degree in engineering with 1+ years of experience in banking, financial services, or treasury product implementation with a technical background.

Preferred qualifications, skills, and capabilities:

  • Knowledge of UiPath or similar robotic process automation tools for workflow automation.
  • Understanding of treasury products in the United States and Canada.
Coordinate technical product implementations, testing, and migrations while delivering a strong client experience.

Client Technical Onboarding Specialist

Compensation

Not specified

City: Bengaluru

Country: India

J.P. Morgan logo
Bulge Bracket Investment Banks

12 days ago

No clicks

at J.P. Morgan

ExperiencedNo visa sponsorship

As a Client Technical Onboarding Specialist, Bengaluru, drive smooth treasury product implementations by proficiently managing high-volume requests and collaborating with cross-functional teams. Perform product setup, testing, and migration, leveraging strong technical skills and familiarity with mainframe environments, file formats (ISO, X12, BAI2), and testing methodologies like system, regression, and user acceptance testing. Exhibit exceptional communication, time management, and problem-solving skills to ensure client satisfaction and meet service level agreements. Requirements include a Bachelor's degree in engineering with 1+ years of relevant experience in financial services, treasury product implementation, and working knowledge of mainframe testing and EDI message formats. UiPath RPA tool experience is a plus.

Full Job Description

Location: Bengaluru, Karnataka, India

Make your mark by delivering seamless treasury product implementations through strong technical testing, file validation, and client partnership.

 

As a/an Technical Implementation Analyst within Client Onboarding and Services, you coordinate all aspects of product implementation setups while handling a high volume of simultaneous requests. 

 

You work closely with business partners, clients, and internal teams to perform product setup, testing, and production migration. You facilitate discussions to understand requirements and apply working knowledge of mainframe environments, file validation, and testing to deliver reliable outcomes.

Job Responsibilities:

  • 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.

Required qualifications, skills, and capabilities:

  • 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.
  • Bachelors degree in engineering with 1+ years of experience in banking, financial services, or treasury product implementation with a technical background.

Preferred qualifications, skills, and capabilities:

  • Knowledge of UiPath or similar robotic process automation tools for workflow automation.
  • Understanding of treasury products in the United States and Canada.
Coordinate technical product implementations, testing, and migrations while delivering a strong client experience.