JPMorgan Client Transition Manager 

United States, Texas, Plano 

197436048

Job responsibilities

• Own the product implementation and training experience for your assigned clients
• Facilitate training sessions with clients via zoom, phone, and in-person on migrating online users, templates, and fraud prevention services
• Build and maintain strong relationships with key partners in Relationship Management, Sales, Service, Operations and Product Management and manage client and partner expectations and understanding throughout the implementation process
• Exhibit ownership of implementations experience and own client satisfaction results and work with partners in Operations and Product Management to streamline processes
• Identify instances of business risk and show ownership of issues when they arise
• Document the scope of work into an implementation request to engage our onboarding and operation teams to set up the suite of products and services
• Use Microsoft Office tools to document meeting agendas and minutes and project plans. Use of workflow tool for status updates and document repository
• Demonstrate creative problem solving and judgement and be empowered to escalate when necessary
• Manage client and internal partner expectations by establishing timeliness and dependencies with the goal to exceed expectations

Required qualifications, capabilities, and skills

• Comprehensive knowledge of Treasury Products and Services
• An appreciation for being a ‘keeper of our brand’ with 6+ years of applicable experience and a passion for delivering a consistent, stellar client and partner experience
• Prior project management experience and ability to clearly communicate, partner and influence leading others to a common goal
• Experience in risk awareness and skills to develop and ensure quality program set ups and excellent verbal, written, interpersonal, presentation, negotiating and organizational skills
• Strategic thinking with the ability to manage conflict and adapt to change and demonstrated team building skills and ability to work in a team environment
• Comfort in using technology such as WebEx, Zoom and other collaboration tools for enhanced client discussions
• Bachelor of Science or Business Administration Degree

Preferred qualifications, capabilities, and skills

• Project Management Professional or other Project management Certifications
• Previous Client Facing Project Management/consulting experience
• Ability to provide quantifiable management reporting
• Passion for learning new operating models, technologies, and industry trends