Bring your expertise to a client-facing implementation role where you will drive seamless onboarding, strengthen controls, and grow your career through regional mobility and cross-functional partnership.
As an Associate in Client Onboarding and Services, you will manage end-to-end client onboarding and technical implementation for trade solutions across the Asia Pacific region. You will translate business and product requirements into practical onboarding plans, connectivity setups, and controlled go-live outcomes. You will coordinate across Sales, Product, Operations, Technology, Legal, Compliance, and Client Service to deliver a transparent, well-governed client experience.
Job Responsibilities
- Manage end-to-end onboarding and implementation for trade products and digital connectivity solutions across the Asia Pacific region.
- Own the primary client-facing implementation relationship from solution finalization through testing, go-live, and handover to ongoing support teams.
- Facilitate discovery sessions and implementation workshops to confirm requirements, scope, operating model, connectivity approach, and delivery milestones.
- Build and maintain implementation plans that define deliverables, dependencies, timelines, owners, risks, and escalation paths.
- Orchestrate multiple concurrent implementations by applying disciplined governance, prioritization, and stakeholder alignment.
- Monitor progress, surface delays or control concerns early, and escalate issues promptly with clear mitigation options.
- Communicate concise, regular updates to clients and internal stakeholders, including senior leaders, with transparent status and next steps.
- Architect connectivity solutions using host-to-host connectivity, application programming interfaces, secure file transfer, SWIFT messaging, and front-end trade platforms, aligned to the approved operating model.
- Translate business requirements into functional and technical specifications and align across client technology teams and internal partners.
- Coordinate documentation, account and product setup, entitlements, testing, defect resolution, and production-readiness activities through to completion.
- Improve onboarding outcomes by contributing to process simplification, automation, data analytics, and reusable templates that enhance quality and turnaround times.
Required qualifications, skills, and capabilities
Hold a bachelor’s degree or equivalent professional qualification.
Demonstrate 6+ years of relevant experience in transaction banking, trade, client onboarding, technical implementation, project management, or financial-services delivery.
Apply practical experience implementing trade finance products, digital banking channels, or transaction banking solutions.
Understand trade products and associated onboarding, documentation, and operational requirements.
Use technical familiarity with one or more of the following: host-to-host connectivity, application programming interfaces, secure file transfer protocols, SWIFT connectivity and messaging, XML or structured file formats, digital trade or transaction banking portals, and user entitlement/channel-access models.
Perform effectively in a client-facing implementation, onboarding, project delivery, or service-delivery role.
Manage milestones, dependencies, risks, controls, and escalations across parallel deliverables and stakeholders.
Translate client requirements into clear functional or technical implementation requirements and execution-ready plans.
Solve problems analytically with close attention to detail across documentation, connectivity, testing, and readiness activities.
Communicate technical concepts clearly to non-technical stakeholders in both written and verbal formats.
Collaborate independently and within a regional, cross-functional, matrix organization while maintaining strong client focus and personal accountability.
Preferred qualifications, skills, and capabilities
- 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.
- Create reusable implementation materials, checklists, templates, and best practices to support consistent regional execution.
- Contribute to continuous improvement initiatives that simplify onboarding steps, reduce manual activity, and improve turnaround times.
- Share product, technical, and market knowledge across the regional team to strengthen delivery consistency and client outcomes.
Job description provided by JPMorgan Chase.
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