Current jobs related to Client Onboarding Implementation - Toronto, Ontario - J.P. Morgan

  • Client Onboarding Specialist

    3 weeks ago

    Toronto, Ontario, Canada The Leadership Agency Full time

    Client Onboarding SpecialistWe are seeking a highly skilled Client Onboarding Specialist to join our team at The Leadership Agency. As a Client Onboarding Specialist, you will be responsible for onboarding new clients and ensuring they are utilizing our platform to its full potential.Key Responsibilities:Onboard new clients through email, phone, and...

  • Client Onboarding Specialist

    3 weeks ago

    Toronto, Ontario, Canada The Leadership Agency Full time

    About the RoleWe are seeking a highly skilled Client Onboarding Specialist to join our team at The Leadership Agency. As a Client Onboarding Specialist, you will be responsible for onboarding new clients and ensuring they are utilizing our platform to its full potential.Key ResponsibilitiesOnboard new clients through email, phone, and chat to ensure they are...

  • Client Onboarding Specialist

    3 weeks ago

    Toronto, Ontario, Canada The Leadership Agency Full time

    About the RoleWe are seeking a highly skilled Client Onboarding Specialist to join our team at The Leadership Agency. As a Client Onboarding Specialist, you will be responsible for onboarding new clients and ensuring they are utilizing our platform to its full potential.Key ResponsibilitiesOnboard new clients through email, phone, and chat to ensure they are...

  • Client Onboarding Specialist

    3 weeks ago

    Toronto, Ontario, Canada The Leadership Agency Full time

    About the Role:We are seeking a highly skilled Client Onboarding Specialist to join our team at The Leadership Agency. As a key member of our sales team, you will be responsible for onboarding new clients and ensuring they are utilizing our platform to its full potential.Key Responsibilities:Onboard new clients through email, phone, and chat to ensure they...

  • Vice President, Client Onboarding Specialist

    3 weeks ago

    Toronto, Ontario, Canada BMO Full time

    Job SummaryWe are seeking a highly skilled Vice President, Client Onboarding to join our team at BMO. The successful candidate will be responsible for leading the client onboarding process, ensuring seamless integration of new clients into our systems, and maintaining strong relationships with internal stakeholders.Key ResponsibilitiesDevelop and implement...

  • Vice President, Client Onboarding Specialist

    1 month ago

    Toronto, Ontario, Canada BMO Full time

    Job Title: Vice President, Client OnboardingAt BMO, we are seeking a highly skilled and experienced Vice President, Client Onboarding to join our team. As a key member of our Client Onboarding function, you will be responsible for leading the onboarding process for new clients, ensuring a seamless and efficient experience for our customers.Key...

  • Vice President, Client Onboarding Specialist

    1 month ago

    Toronto, Ontario, Canada BMO Full time

    Job Title: Vice President, Client OnboardingAt BMO, we are seeking a highly skilled and experienced Vice President, Client Onboarding to join our team. As a key member of our Client Onboarding function, you will be responsible for leading the onboarding process for new clients, ensuring a seamless and efficient experience for our customers.Key...

  • AML Specialist

    3 weeks ago

    Toronto, Ontario, Canada CB Canada Full time

    Job Summary:We are seeking a highly skilled AML Analyst to join our team at CB Canada. As an AML Analyst, you will be responsible for providing a smooth and seamless onboarding experience for our clients.Key Responsibilities:Work directly with Front Office, Operations, Client Services, and other stakeholders to process client and product onboarding...

  • Vice President, Client Onboarding and Relationship Management

    3 weeks ago

    Toronto, Ontario, Canada BMO Full time

    Job SummaryWe are seeking a highly skilled and experienced Vice President, Client Onboarding to join our team at BMO. This role will be responsible for leading the client onboarding process, ensuring seamless integration of new clients into our systems, and providing exceptional customer service.Key ResponsibilitiesDevelop and implement effective onboarding...

  • Vice President, Client Onboarding Lead

    1 week ago

    Toronto, Ontario, Canada BMO Full time

    Job SummaryWe are seeking a skilled Vice President to lead our Client Onboarding team at BMO. As a key member of our Capital Markets division, you will be responsible for ensuring seamless onboarding experiences for our clients.Key ResponsibilitiesDevelop and implement onboarding strategies to meet business objectivesLead a team of professionals in client...

  • Vice President, Client Onboarding Lead

    1 month ago

    Toronto, Ontario, Canada Bank of Montreal Full time

    Job SummaryWe are seeking a highly skilled Vice President, Client Onboarding to join our team at Bank of Montreal. As a key member of our Client Enablement function, you will be responsible for delivering exceptional service levels to internal sales teams and external clients while maintaining strong risk management practices.Key ResponsibilitiesLead the...

  • Vice President, Client Onboarding Lead

    1 month ago

    Toronto, Ontario, Canada Bank of Montreal Full time

    Job SummaryWe are seeking a highly skilled Vice President, Client Onboarding to join our team at Bank of Montreal. As a key member of our Client Enablement function, you will be responsible for delivering exceptional service levels to internal sales teams and external clients while maintaining strong risk management practices.Key ResponsibilitiesLead the...

  • Client Onboarding Senior Specialist

    2 days ago

    Toronto, Ontario, Canada Scotiabank Full time

    Job OverviewScotiabank, a leading bank in the Americas, is seeking a Client Onboarding Senior Specialist to join its team. As a key player in our organization, you will be responsible for ensuring seamless client onboarding processes.About the RoleThis 12-month contract position requires a highly skilled professional to provide oversight and control on...

  • Sales Coach

    2 weeks ago

    Toronto, Ontario, Canada Hubstaff Full time

    Position: Sales Coach - Client Onboarding SpecialistLocation: RemoteCompany: HubstaffSalary: $250 USD per successful client onboarding, with potential to earn over $4000+ USD per month.About Us: At Hubstaff, we specialize in connecting businesses with top-tier talent and providing unparalleled support throughout the hiring process. Our mission is to...

  • Senior Client Onboarding Representative

    3 weeks ago

    Toronto, Ontario, Canada Scotiabank Full time

    Role OverviewAs a Client Onboarding Senior Representative at Scotiabank, you will play a critical role in ensuring the smooth onboarding of clients by providing oversight and control on client account opening documents.This position requires a high level of attention to detail, effective communication skills, and the ability to exercise sound judgment in...

  • Senior Client Onboarding Manager

    3 weeks ago

    Toronto, Ontario, Canada Bank of Montreal Full time

    Job Summary: We are seeking a highly skilled Senior Client Onboarding Manager to join our team at Bank of Montreal. As a key member of our Client Enablement function, you will be responsible for delivering exceptional service levels to internal sales teams and external clients while maintaining strong risk management practices.Key Responsibilities:People...

  • Enterprise Onboarding Specialist

    3 days ago

    Toronto, Ontario, Canada iLobby® Facility & Visitor Management Full time

    About iLobby Facility & Visitor ManagementiLobby is the global leader in SaaS-based enterprise visitor management systems. Our innovative platform has become an integral part of day-to-day operations for major governments, banks, airports, manufacturers, and Fortune 500 companies worldwide.Job SummaryWe are expanding our Customer Experience team and seeking...

  • Senior Client Onboarding Specialist

    1 day ago

    Toronto, Ontario, Canada Scotiabank Full time

    About the RoleThis is a 12-month contract position with Scotiabank, a leading bank in the Americas. As a Client Onboarding Senior Representative, you will play a crucial role in providing oversight and control on client account opening documents to minimize risk.Key ResponsibilitiesReview, analyze, and approve or reject documents for completion and accuracy...

  • Customer Onboarding Manager

    1 week ago

    Toronto, Ontario, Ontario, Canada Enso Connect Full time

    Are you ready to help shape the direction of a dynamic SaaS-based technology startup? This is your opportunity to significantly impact how we support our customers and grow our business. Join us at Enso Connect as a Customer Onboarding Manager and take on a crucial role in advancing our mission to modernize the hospitality industry.What We DoEnso Connect is...

  • Onboarding Specialist

    1 month ago

    Toronto, Ontario, Canada Aviso Wealth Full time

    About Aviso WealthAviso Wealth is a leading wealth management and investment services provider for the Canadian financial industry. With over $130 billion in total assets under administration and management, and over 1,000 employees, we're building a comprehensive, technology-enabled, client-centric wealth services ecosystem.The OpportunityWe're seeking an...

Client Onboarding Implementation

2 months ago

Toronto, Ontario, Canada J.P. Morgan Full time

Seeking highly talented candidates for full-time positions in Chase Merchant Services Operations and Client Support & Implementations.

Chase Merchant Services is the global payment processing business for JPMorgan Chase & Co., supporting over 650,000 merchant outlets processing $1.56 trillion per year. The company offers a customized closed-loop proprietary payments platform, ChaseNet, and a digital wallet, Chase Pay, making mobile transactions simple, safe, and rewarding. Merchant Services is a leading provider of payment, fraud, and data security for companies large and small, capable of authorizing transactions in more than 130 currencies.

The Client Onboarding Implementation Associate is a client-facing role responsible for ensuring client satisfaction related to boarding requirements and data entry into Merchant Services systems and applications. The Analyst is accountable for all onboarding efforts, issues, and navigating the organization processes on behalf of the client and provider groups.

Key Responsibilities:

  • Facilitate all onboarding activities with a sense of professionalism and attention to detail.
  • Demonstrate expertise in supporting the operations of the organization and your business segment.
  • Manage client expectations related to the required boarding documents, activities, and go-live date.
  • Adhere to policies and procedures for quality control of the client's Boarding/Maintenance efforts.
  • Support a climate where people of diverse backgrounds and opinions are valued.
  • Coordinate with peers and internal partners with a team-oriented mindset.
  • Oversee escalation concerns related to new account setup and processing needs.
  • Develop superior professional interpersonal skills in all interactions with internal and external stakeholders.
  • Ensure accurate data entry into related systems.
  • Manage ad-hoc projects as directed or identified by leadership.
  • Lead presentations via phone, video, in-person meetings, and/or training.

Core Competencies:

  • Lead and achieve goals via influence over non-direct resource assignments.
  • Proven high level of personal initiative, setting and achieving challenging goals, and demonstrating ability to work in an unstructured environment.
  • Excellent and efficient skills using MS Excel, PowerPoint tools, Customer Relationship Management tools, and general system navigation.
  • Proven ability to work well under pressure with minimal supervision.
  • Ability to balance needs of clients with associated risks and interests of the firm.
  • Ability to manage multiple and competing priorities in pursuit of business objectives.
  • Demonstrated ability to anticipate clients' issues, own problems on clients' behalf, and follow through with commitments.

Requirements:

  • Bachelor's Degree, or equivalent experience, with a minimum 1 year in financial services or financial services consulting; merchant acquiring industry knowledge preferred.
  • Strong interpersonal skills with excellent verbal and written communication skills.
  • Excellent end-to-end problem-solving skills.
  • Demonstrated ability to resolve conflicts and positively influence and lead others.
  • Strong time management, project management, change management, and organizational skills.
  • Ability to interact productively with colleagues at all levels.