Manage client requests for Treasury Service product modifications and deletions. Ensure communication with sales, service, and implementation teams, while adhering to service level agreements and overseeing audits of completed implementations.
Job Description
Step into the role of Implementation Specialist within our Client Operations team and become the driving force behind seamless Treasury Service product modifications and deletions across diverse account types and regions. As the beacon of transparency for our clients, you will expertly manage their requests, ensuring clear communication with Sales, Service, and Implementation Support teams.
As an Implementation Specialist within our Client Operations team, you will manage Client Requests for Treasury Service product modifications and deletions for various account types across different regions. You will be the point of transparency for the Client, who will continue to communicate requests to Sales, Service and/or Implementation Support. As part of your role, you will document the request in Deal Manager and if there are any clarification/requirements needed, you will convey this to Service or Sales who will work with the client to complete such requisite for the request to be implemented.\"
Job Responsibilities:
Required qualifications, capabilities, and skills:
Preferred qualifications, capabilities, and skills
About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
About the Team
J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.
Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients-including corporations, municipalities, institutions, real estate investors and owners, and not-for-profit organizations.
Step into the role of Implementation Specialist within our Client Operations team and become the driving force behind seamless Treasury Service product modifications and deletions across diverse account types and regions. As the beacon of transparency for our clients, you will expertly manage their requests, ensuring clear communication with Sales, Service, and Implementation Support teams.
As an Implementation Specialist within our Client Operations team, you will manage Client Requests for Treasury Service product modifications and deletions for various account types across different regions. You will be the point of transparency for the Client, who will continue to communicate requests to Sales, Service and/or Implementation Support. As part of your role, you will document the request in Deal Manager and if there are any clarification/requirements needed, you will convey this to Service or Sales who will work with the client to complete such requisite for the request to be implemented.\"
Job Responsibilities:
- Serve as the central point of contact and escalation for in-country Implementation Support team members.
- Receive treasury service maintenance and account closing requests via Deal Manager or mailbox from client service, necessitating the initiation of a Deal Manager request.
- Ensure the delivery of maintenance activities is completed within established service level agreements.
- Reach out to Product Manager/Service to determine the risk rating and procedures for requests not listed on the Risk Matrix.
- Oversee inspections and audits of completed implementations.
- Check to ensure rush requests are processed with urgency, assign requests for clients identified on the Sensitive Client list to seasoned associates, and modify special processing requirements as indicated. Additionally, ensure \"Unable to Offshore\" client requests are appropriately assigned.
Required qualifications, capabilities, and skills:
- Bachelor's degree.
- Excellent problem-solving skills in order to identify, understand and address operational and technical issues.
- Good problem-solving skills and can articulate clear and workable solutions
- Ability to be flexible, follow tight deadlines, organize, and prioritize work
- Builds/promotes a client/customer centered organization.
- Promotes partnership; encourages collaboration, information sharing and discussion to break down silos
Preferred qualifications, capabilities, and skills
- Proactive in displaying these skills and developing solutions.
- Being proactive, and the ability to work in a high-pressure environment with time-critical deliveries
- Escalates issues and concerns in a timely manner with management.
About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
About the Team
J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.
Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients-including corporations, municipalities, institutions, real estate investors and owners, and not-for-profit organizations.
Top Skills
Deal Manager
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