In this role you will work closely with Clients, Sales, Product, Operations, and Client Service to enhance global client satisfaction through the delivery of treasury solutions using robust tools and proven methodology, expert consultation, and client advocacy.
We are seeking an innovative, passionate, and proactive partner to deliver a seamless end to end client experience.
The candidate must be able to consult with clients to understand their business needs throughout the implementations process, then coordinate multi-disciplinary internal and client teams to deliver in an on-time, efficient manner.
The candidate must also be able to present the status of an implementation to different stakeholders, both internally and externally.
The individual will manage multiple deals/projects concurrently that may have competing priorities, resources, and timelines.
Responsibilities
Conduct scoping meeting(s) with client to ensure product requirements are understood and satisfied in accordance with the client's business needs, as well as, the firm's capabilities.
Attend and lead client engagement including recurring project status meetings.
Use tracking tools and systems to document current status, issues, and risks for all active projects.
Serve as an effective point of escalation on behalf of client.
Attend meetings and training as required to continue development and product knowledge.
Attend and demonstrate knowledge and value on pre-implementation calls with clients and Sales.
Adhere to all JPMorgan Chase department policy and procedures.
Qualifications
Cash management and treasury services preferred.
Client-facing experience preferred.
Excellent verbal and written business and technical communication skills to both clients and internal partners; ability to tailor messaging to relevant audiences.
Excellent analytical skills and attention to detail required
Excellent time management and prioritization skills in a high pressure, competing-priority work environment.
Able to work in a collaborative team environment and partner with colleagues.
Willingness to learn and adaptable to change.
Proficient in use of Microsoft products (Excel, Word, Project, PowerPoint)
Excellent analytical skills and attention to detail required.
Effective issue resolution and escalation skills.
Excellent time management and prioritization skills.