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Onboarding Associate

ExperiencedNo visa sponsorship
J.P. Morgan logo

at J.P. Morgan

Bulge Bracket Investment Banks

Posted 6 days ago

No clicks

**Onboarding Associate** at JPMorganChase in Bengaluru. Coordinates end-to-end Cash Management & Treasury Services product implementations, managing documentation and cycle-time expectations. Ensures accurate document review, validation, and client satisfaction. Improves processes, drives strategic initiatives, and applies sound judgment to resolve issues. Requires 3+ years in banking/financial services, exceptional communication, leadership, and problem-solving skills. Proficient in Microsoft Office Suite. Preferred: treasury product knowledge, process improvement experience, and familiarity with Tableau, QlikSense, SharePoint.

Compensation
Not specified

Currency: Not specified

City
Bengaluru
Country
India

Full Job Description

Location: Bengaluru, Karnataka, India

JPMorganChase is a leading global financial services firm, delivering innovative banking and treasury solutions to clients across more than 60 countries.

As an Onboarding Associate within the Global Banking Middle Office, you coordinate end-to-end Cash Management and Treasury Services product implementation activities in partnership with Implementation Consultants, International Onboarding Leads, and clients. You establish clear timelines, manage documentation requirements and cycle-time expectations, and ensure accurate review, validation, approval, and storage of account opening and product-related documents. You drive stakeholder engagement and strategic initiatives while identifying gaps, improving processes, and ensuring strong client satisfaction.

Job Responsibilities

  • Coordinate all aspects of Cash Management and Treasury Services product implementation activities across internal teams and client stakeholders.
  • Establish clear timelines, milestones, and documentation requirements to manage expectations and delivery outcomes.
  • Review account opening and product-related documentation for completeness, accuracy, validation, approval, and storage readiness.
  • Identify gaps, exceptions, and risks in processes and procedures, and recommend practical solutions.
  • Lead stakeholder engagement with a strong focus on ownership, responsiveness, and client satisfaction.
  • Drive strategic business initiatives and cross-functional execution to improve implementation effectiveness.
  • Proactively apply sound judgment and structured problem-solving to resolve issues and manage delivery trade-offs.


Required qualifications, skills, and capabilities

  • End-to-end banking/financial services experience, including Client Service, Back Office or Middle Office Operations, Client Onboarding, and KYC functions
  • Exceptional verbal and written communication skills with clear, customer-centric business writing
  • Demonstrated leadership, problem solving, time management, and ability to manage multiple priorities
  • Proficiency in Microsoft Office / Microsoft Suite (e.g., Excel, PowerPoint, Word, Outlook)


Preferred qualifications, skills, and capabilities

  • Knowledge of treasury products and financial services functions, including regulatory and compliance awareness
  • Cash Management and Treasury Services product experience and knowledge
  • Experience with process improvement, business controls, organizational change, and RPA tools/techniques
  • Capability with reporting and collaboration tools including Tableau, QlikSense, and SharePoint
Build your career in Client Onboarding while working in the worlds most innovative bank which values creativity and excellence.

Onboarding Associate

Compensation

Not specified

City: Bengaluru

Country: India

J.P. Morgan logo
Bulge Bracket Investment Banks

6 days ago

No clicks

at J.P. Morgan

ExperiencedNo visa sponsorship

**Onboarding Associate** at JPMorganChase in Bengaluru. Coordinates end-to-end Cash Management & Treasury Services product implementations, managing documentation and cycle-time expectations. Ensures accurate document review, validation, and client satisfaction. Improves processes, drives strategic initiatives, and applies sound judgment to resolve issues. Requires 3+ years in banking/financial services, exceptional communication, leadership, and problem-solving skills. Proficient in Microsoft Office Suite. Preferred: treasury product knowledge, process improvement experience, and familiarity with Tableau, QlikSense, SharePoint.

Full Job Description

Location: Bengaluru, Karnataka, India

JPMorganChase is a leading global financial services firm, delivering innovative banking and treasury solutions to clients across more than 60 countries.

As an Onboarding Associate within the Global Banking Middle Office, you coordinate end-to-end Cash Management and Treasury Services product implementation activities in partnership with Implementation Consultants, International Onboarding Leads, and clients. You establish clear timelines, manage documentation requirements and cycle-time expectations, and ensure accurate review, validation, approval, and storage of account opening and product-related documents. You drive stakeholder engagement and strategic initiatives while identifying gaps, improving processes, and ensuring strong client satisfaction.

Job Responsibilities

  • Coordinate all aspects of Cash Management and Treasury Services product implementation activities across internal teams and client stakeholders.
  • Establish clear timelines, milestones, and documentation requirements to manage expectations and delivery outcomes.
  • Review account opening and product-related documentation for completeness, accuracy, validation, approval, and storage readiness.
  • Identify gaps, exceptions, and risks in processes and procedures, and recommend practical solutions.
  • Lead stakeholder engagement with a strong focus on ownership, responsiveness, and client satisfaction.
  • Drive strategic business initiatives and cross-functional execution to improve implementation effectiveness.
  • Proactively apply sound judgment and structured problem-solving to resolve issues and manage delivery trade-offs.


Required qualifications, skills, and capabilities

  • End-to-end banking/financial services experience, including Client Service, Back Office or Middle Office Operations, Client Onboarding, and KYC functions
  • Exceptional verbal and written communication skills with clear, customer-centric business writing
  • Demonstrated leadership, problem solving, time management, and ability to manage multiple priorities
  • Proficiency in Microsoft Office / Microsoft Suite (e.g., Excel, PowerPoint, Word, Outlook)


Preferred qualifications, skills, and capabilities

  • Knowledge of treasury products and financial services functions, including regulatory and compliance awareness
  • Cash Management and Treasury Services product experience and knowledge
  • Experience with process improvement, business controls, organizational change, and RPA tools/techniques
  • Capability with reporting and collaboration tools including Tableau, QlikSense, and SharePoint
Build your career in Client Onboarding while working in the worlds most innovative bank which values creativity and excellence.