Job Properties
  • Job Type
    Full-time Position
  • Background
    Finance and Economics
    Legal
    Management & Business Others
    Marketing and PR
  • Languages
    English Italian
  • Experience Required
    Entry
  • Degree Required
    Bachelor
    • Province
      8,599 reviews
    • Date Posted
      April 20,2021
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    • internship package

    International Onboarding Specialist

    J.P. Morgan Commercial Banking (CB) serves more than 30,000 clients, including corporations, municipalities, financial institutions, and not-for-profit entities with annual revenues generally ranging from $20 million to $2 billion. The Firm's broad platform positions CB to deliver extensive product capabilities - lending, treasury services, investment banking, and asset management - to meet our clients' domestic and international financial needs. Commercial Banking Client Onboarding (CBCO) is responsible for driving and coordinating all aspects of client onboarding experience, which includes account opening, set-up of cash management products and services along with supporting client coverage teams in the fulfilment of AML/KYC requirements.

    Core Responsibilities:

    • Client facing, single point of contact responsible for the end to end client experience and satisfaction during the international onboarding process, for global and complex requests
    • Responsible for multi-entity, multi-jurisdiction client onboarding and product & service implementations
    • Collaboration with the client and coverage team to develop and execute an implementation project plan, establishing clear expectations and providing transparency of timelines using project management principles and practices
    • Manage onboarding activities via phone, telepresence, email and in person with external clients and internal business partners
    • Project management skills will be used to run complex products and you will be responsible for obtaining the relevant documentation from clients.
    • Own and drive identification, transparency, escalation, and resolution of risks and issues to closure
    • Manage and coordinate client and internal partner communication and status updates
    • Work closely with operations partners to establish the required services and test to completion
    • Liaise with local Compliance, Legal, and Product partners where required
    • Support Sales partners and the sales process with RFP responses, client presentations and in person client visits
    • Use creative problem solving and solid decision making abilities
    • Adhere to policy and procedures, and international and domestic regulatory requirements
    • Provide Subject Matter Expertise for international regulatory requirements, products & services, documentation and Regional/Country KYC requirements
    • Collaborate on strategic business initiatives as a Subject Matter Expert or Project Manager

    Required Qualifications:
    • Strong business experience, including client facing roles
    • BA/BS Degree (HBO)
    • Proven capability of applying project management methodology to develop an implementation plan and execute deliverables
    • Ability to soundly execute quantitative and qualitative analysis, draw salient conclusions and present information in a concise and effective manner
    • Strong organizational skills both personally and across the working team to meet deadlines in a fast paced environment (time management and attention to detail)
    • Strong interactive personal and communication skills and ability to influence others for positive results
    • Excellent English written & verbal communication ability
    • Experienced problem solver and critical thinker
    • Ability to take ownership, manage through conflict and mobilize internal resources
    • Adaptable to a changing, dynamic work environment
    • Commitment to working in a diverse environment and supporting the firm's diversity programmes

    Preferred Qualifications:

    • Applicants should be fully fluent in English (written & spoken) and in Italian (written & spoken)
    • Experience of international KYC/regulatory requirements
    • Global Cash Management process knowledge
    • International work experience
    • Industry certifications (CAMs, PMP, CTP, PRINCE 2, SWIFT)

    • Some travel may be required (less than 25%) for training and to support various clients and coverage teams.J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

    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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

     
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