Onboarding Associate

Role overview

Onboarding Associate at JP Morgan

Lead end-to-end client transfer and migration programs through implementation and stabilization.

Responsibilities

• Serve as the primary point of contact for clients and internal partners across the program lifecycle.
• Build trusted relationships with senior treasury, finance, operations, and technology stakeholders.
• Design implementation strategies, project plans, governance structures, risk mitigation plans, and executive reporting.
• Coordinate cross-functional delivery across product, sales, service, operations, technology, risk, compliance, and implementation teams.
• Facilitate steering committees, governance forums, status meetings, and executive-level discussions.
• Evaluate risks, dependencies, and roadblocks; escalate and resolve issues proactively.
• Manage multiple high-priority client engagements while maintaining controlled execution and deadlines.
• Influence decision-making across diverse stakeholder groups without direct authority.
• Support growth opportunities through solution discussions, client presentations, and request for proposal responses.
• Champion process improvements, automation initiatives, and operational excellence to enhance client experience and scalability.
• Required qualifications, skills, and capabilities: Bring 10+ years of experience in client onboarding, implementations, treasury services, cash management, account transfers, payments, commercial banking, or financial services operations.
• Demonstrate experience leading complex client-facing projects and implementations.
• Apply project management skills to manage multiple priorities and deadlines.
• Communicate clearly in writing and verbally with clients and internal partners.
• Influence stakeholders at all levels to drive alignment and decisions.
• Analyze complex information to support problem solving and decision making.
• Resolve escalations across cross-functional teams through structured issue management.
• Operate effectively in a fast-paced, highly regulated environment with strong attention to risk and control.
• Hold a bachelor’s degree or equivalent practical experience.
• Support large corporate, middle market, or multinational clients in a client-facing delivery role.
• Maintain a project management certification such as Project Management Professional, PRINCE2, or Agile.
• Drive transformation, automation, or digitization initiatives.
• Apply knowledge of banking operations, regulatory requirements, and risk frameworks.
• Engage senior client executives and C-suite stakeholders in governance and decision forums.
• Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes.
• Lead complex client migrations across treasury and payments, delivering seamless implementations with strong controls.

Preferred qualifications and skills

• Preferred qualifications, skills, and capabilities: Offer experience across treasury services, payments, liquidity, commercial card, receivables, or account services.

Employment details

• Location: Bengaluru [Karnataka] [India]

Additional role details

• Make your mark by leading strategic client migrations that accelerate your leadership growth while delivering seamless, well-controlled implementations.
• As a Onboarding Associate within the Client Transfers team in commercial and investment banking, you lead end-to-end execution of complex client migration and transfer initiatives across Treasury Services products and solutions.
• You act as a trusted advisor to clients and internal partners by driving disciplined delivery, governance, and stakeholder engagement.
• You deliver measurable improvements to client experience, cycle times, and operational efficiency while balancing risk and control expectations.
• Job