JPMorganChase · 13 hours ago
Client Technical Onboarding Manager II
10 S Dearborn St, Chicago, IL, 60603, US
Full-time
Onsite
Mid Level
$75K/yr - $107K/yrJPMorganChase is one of the oldest financial institutions, offering innovative financial solutions. The Client Technical Onboarding Manager will guide clients through the technical setup and testing of receivables products, ensuring a smooth onboarding experience while collaborating with internal teams to deliver high-quality solutions.
Asset ManagementBankingFinancial Services
Responsibilities
Lead scoping meetings to understand and fulfill client product and technical requirements
Facilitate recurring project status meetings and provide clear updates to clients and internal teams
Prepare Statements of Work and documentation outlining product implementation options
Use tracking tools and systems to monitor project status, issues, and risks
Establish test environments, validate file formats, and coordinate file and back-office testing
Analyze and explain test results to clients, assisting with issue resolution
Support clients during production migration and verification, ensuring successful implementation
Collaborate with production teams to provide timely status updates
Attend meetings and training sessions to enhance product knowledge
Identify process gaps and improvement opportunities, taking ownership of initiatives
Adhere to all department policies and procedures
Qualification
Required
Experience in banking, treasury, product, or project management
Strong client servicing skills, with a focus on clear communication and relationship building
Excellent verbal and written communication abilities
Proven analytical skills and attention to detail
Effective issue resolution and escalation capabilities
Ability to manage multiple projects and prioritize tasks independently
Collaborative mindset and ability to work well in team environments
Willingness to learn and adapt to change
Professional qualifications as required by region (e.g., Enhanced Competency Framework certifications in Hong Kong)
Minimal travel required (less than 5%)
Preferred
Experience in client-facing project management roles
Familiarity with receivables products such as Lockbox, Receipt$tream, and Image Cash Letter
Technical aptitude with file formats and data transmission processes
Experience using project tracking tools and databases
Ability to identify and drive process improvements
Demonstrated subject matter expertise in supported products
Commitment to ongoing professional development
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
Founded in 2000
10001+ employees
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
Recent News
2026-01-23
2026-01-22
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