Project Specialist

Help deliver a smooth onboarding experience that sets clients up for long-term success. In this role, you will coordinate key implementation activities and ensure required documentation and approvals are completed accurately and on time. You will partner with stakeholders across teams to resolve issues quickly and reduce operational risk. If you enjoy organized, detail-driven work in a fast-paced environment, this role offers meaningful impact and growth.

Job summary

As an Implementation Solutions Specialist in the international client onboarding team, you will support the successful implementation of payments products and services by coordinating documentation, approvals, and setup readiness. You will partner with cross-functional teams to track deliverables, identify gaps, and resolve issues that could impact timelines or risk outcomes. You will help ensure onboarding activities are completed in line with required controls and quality standards.

Job responsibilities

• Review implementation requests to confirm prerequisites, documentation, and approvals are in place before setup begins
• Track deliverables, maintain implementation status updates, and escalate risks or delays to meet agreed timelines
• Document observations, identify gaps or exceptions, and propose or escalate remediation actions
• Monitor validation of tax forms, risk ratings, and required approvals to support regulatory compliance and minimize operational risk
• Improve procedures for preparing and reviewing client paperwork, including product line items and setup forms

Required qualifications, capabilities and skills

• TBD years of experience in client management, client onboarding, or operations roles
• Bachelor’s degree
• Strong organizational skills, time management, and attention to detail in a fast-paced environment
• Strong written and verbal English communication skills, including via phone and email
• Ability to adapt to change in a dynamic work environment
• Ability to manage conflict and collaborate effectively with stakeholders
• Proficiency in Microsoft Office applications and internet-based productivity tools

Preferred qualifications, capabilities and skills

• Experience coordinating project deliverables, timelines, and issue resolution
• Proficiency in an additional language (in addition to English)

• Exposure to AI-enabled tools and willingness to adopt emerging technologies that support process improvement and operational excellence.

 

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. 

---