Client Onboarding Manager - Philadelphia
1 day ago
Job description
Job DescriptionDo you have a Bachelor's degree or higher with experience managing operational processes and people? Do you also have experience with Salesforce and client onboarding/account maintenance processes? If so, this is the team for you
As a Client Onboarding Manager within the InstaMed team at JPMorganChase, you will be responsible for oversight of an onsite team in Philadelphia which helps preserve the data integrity of J.P.
You will also need to master the business' standard operating procedures to effectively educate team members to complete non-standard enrollments or tasks as well as identify, assess, and resolve complex issues or escalations.
Effective internal communication and teamwork is required as well as attention to detail, disciplined practices, and ability to absorb and maintain knowledge of internal processes and requirements.
This role requires strong leadership, analytical, and problem-solving skills to ensure seamless client onboarding and contracting processes.Job Responsibilities
Develop and maintain deep expertise in departmental procedures and analyze information to make informed decisions that uphold compliance and business requirements.
Monitor and analyze team performance metrics, identifying opportunities for process improvement and implement strategies to enhance operational efficiency and customer satisfaction.
Communicate proactively and effectively with internal and external stakeholders, maintaining positive relationships, ensuring timely notifications on updates or resolutions of issues, and escalating issues as appropriate.
Ensure team adherence to due diligence, underwriting, and other business or firmwide standards and maintain or improve practices which minimize potential errors or mitigate risk.
Lead departmental training for new hires and existing team members, ensuring ongoing education and development.Develop, update, and maintain documentation to accurately current internal policies, requirements, and processes.
Conduct regular meetings with team members to deliver feedback, develop relationships, and cultivate individuals' professional growth.
Investigate and resolve open issues by leveraging available resources and collaborating with internal stakeholders while managing the team's adherence to company policy and conduct managerial administrative activities as well as any other duties assigned or applicable to the position.
Required Qualifications, Capabilities, And SkillsBachelor's degree or higher required.
Proficiency with Windows and Microsoft Office, particularly Excel.
Experience managing operational processes and people.
Outstanding written and verbal communication skills.
Strong attention to detail, sound judgement, and organizational skills.
Self-starter, effective at prioritizing tasks, managing time and expectations, organizing people, and getting things done.
Preferred Qualifications, Capabilities, And Skills
Experience with J.P. Morgan Healthcare Payments InstaMed product and processes.
Experience with Salesforce.
Experience with client onboarding or account maintenance processes; or healthcare and/or merchant services.
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.
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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We also offer a range of benefits and programs to meet employee needs, based on eligibility.These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.
Additional details about total compensation and benefits will be provided during the hiring process.
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 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.JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About The Team
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries.
The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
Similar jobs
We are seeking an metrics-driven, and customer-obsessed Onboarding Manager to lead our North American Onboarding team. · In this role, you will manage a team of 7 Onboarding Specialists, ensuring the delivery of a best-in-class onboarding experience for our clients while maintain ...
2 weeks ago
We are seeking an metrics-driven, customer-obsessed Onboarding Manager to lead our North American Onboarding team.In this role, you will manage a team of 7 Onboarding Specialists, ensuring the delivery of a best-in-class onboarding experience for our clients while maintaining key ...
2 weeks ago
We are seeking an metrics-driven, · and customer-obsessed Onboarding Manager · to lead our North American Onboarding team.Lead and Develop: Lead a high-performing team of 7 Onboarding Specialists with clear direction · ,coaching,and regular quality assurance through call shadowi ...
2 weeks ago
We are seeking a Client Onboarding Manager to oversee our onsite team in Philadelphia. This role involves managing daily operations, coaching team members, and ensuring seamless client onboarding processes. · Develop and maintain deep expertise in departmental procedures. · Overs ...
1 day ago
JOB DESCRIPTION · Do you have a Bachelor's degree or higher with experience managing operational processes and people? Do you also have experience with Salesforce and client onboarding/account maintenance processes? If so, this is the team for you · As a Client Onboarding Manag ...
10 hours ago
We believe everyone deserves to live their best life.Oversee the onboarding of new plan sponsor retirement plans and the conversion of existing plans from other providers. · ...
1 week ago
The Senior Client Onboarding Manager will oversee the onboarding of new plan sponsor retirement plans and manage relationships with plan sponsors, financial advisors, third-party administrators, and associated stakeholders. · ...
1 month ago
This role involves overseeing the onboarding of new plan sponsor retirement plans and converting existing plans from other providers. The Client Onboarding Manager will provide customized service and communications throughout the installation process to ensure deliverables are me ...
1 week ago
The Campaign Onboarding Manager will oversee the onboarding of client digital advertising campaigns and work with client, sales and internal teams to ensure accurate and timely launch. · ...
1 week ago
The successful candidate will oversee the onboarding of client digital advertising campaigns, work with client, sales and internal teams to ensure accurate and timely launch, and manage a small team of Campaign Delivery Specialists. · ...
1 week ago
Campaign Onboarding Manager oversees the onboarding of client digital advertising campaigns. · ...
1 week ago
Campaign Onboarding Manager to oversee the onboarding of client digital advertising campaigns and manage a small team of Campaign Delivery Specialists. · ...
1 week ago
The Senior Digital Onboarding Product Manager manages leads the end-to-end development, design and implementation of long-term / multi-year business strategy and associated roadmaps. · The role is responsible for developing digital business strategies, roadmaps and results by wor ...
4 days ago
As the Cobrand Acquisitions and Onboarding Product Manager within Chase's Consumer & Community Banking group, you will collaborate with internal and external partners to deliver innovative user experiences. · ...
1 month ago
The Senior Digital Manager manages leads the end to end development design and implementation of long term multi-year business strategy and associated roadmaps. · ...
3 days ago
We are looking for a Product Manager to collaborate with internal and external partners to deliver innovative user experiences. · ...
2 weeks ago
+Job Summary · As the Cobrand Acquisitions and Onboarding Product Manager within the Cobrand Cards organization of Card Services, you will collaborate with internal and external partners to deliver innovative experiences. · +ResponsibilitiesDevelop strategies for digital card acq ...
1 month ago
This is an exciting opportunity to join Chase as a Product Manager in the Cobrand Cards organization of Card Services. As a key business within Chase's Consumer & Community Banking group, you will collaborate with internal and external partners to deliver innovative, secure, and ...
1 month ago
We are seeking an experienced Product Manager to join our Cobrand Cards organization of Card Services. The successful candidate will collaborate with internal and external partners to deliver innovative user experiences. · ...
1 day ago
As the Cobrand Acquisitions and Onboarding Product Manager within the Cobrand Cards organization of Card Services, you will collaborate with internal and external partners to deliver innovative, secure, and streamlined user experiences. · Strategy & Execution: Develop and execute ...
2 weeks ago