Client Technical Onboarding Manager II jobs in United States
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Chase · 10 hours ago

Client Technical Onboarding Manager II

position10 S Dearborn St, Chicago, IL, 60603, US
timeFull-time
remoteOnsite
seniorityMid Level
money$75K/yr - $107K/yr

Chase is one of the oldest financial institutions, offering innovative financial solutions to a wide range of clients. 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 a team to deliver high-quality solutions.

BankingFinancial 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

Banking experienceClient servicingProject managementAnalytical skillsTechnical aptitudeIssue resolutionProcess improvementCommunication skillsTeam collaborationAdaptability

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

Chase

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Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
dateFounded in 2000
location
New York, New York, USA
people-size10001+ employees
web-link
https://www.chase.com/

Funding

Current Stage
Late Stage

Leadership Team

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Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
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Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
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