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Paysource Client Engagment VP

Dallas, TX, USA | J.P. Morgan

  • Industry:
    Financial Services
  • Position Type:
  • Functions:
    Project Management
  • Experience:
    5-7 years
Job Description:
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Client facing, single-point-of-contact responsible for the end-to-end client experience and satisfaction during the in-scope product implementations

Responsible for multi-entity, multi-jurisdiction client onboardings and product & service implementations

Collaboration with the client and coverage team to develop and execute an implementation plan, establishing clear expectations and providing transparency of timelines using project management principles and practices

Manage and coordinate client and internal partner communication and status updates

Support sales partners and the sales process with RFP responses, client presentations and in-person client visits

Utilize creative problem solving and solid decision making abilities

Adherence to policy and procedures, and domestic regulatory requirements 

Manage onboarding activities via phone, telepresence, email and in person with external clients and internal business partners

Own and drive identification, transparency, escalation, and resolution of risks and issues to closure

Liaise with local Compliance, Legal, and Product where required

Provide Subject Matter Expertise for implementation requirements, products & services, and training requirements

Collaborate on strategic business initiatives as a Subject Matter Expert or Project Manager

The final officer title and job grade is at the discretion of the firm and will be discussed at the time of offer.It may be different than what is listed on the requisition based on candidate experience level.  

Required Qualifications: 

6 Years or more relevant business experience, including client facing roles

Accomplished client relationship manager in a consultative environment

BA/BS degree

Proven capability of applying project management methodology to develop an implementation plan and execute deliverables for complex, strategic change programs

Ability to soundly execute quantitative and qualitative analysis, draw salient conclusions and present information in a concise and effective manner

Strong organizational skills both personally and across the working team to meet deadlines in a fast paced environment, time management, and attention to detail

Strong interactive personal and communication skills and ability to influence others for positive results

Executive presence; able to manage stakeholder expectations at various levels and communicate effectively and clearly (written & verbal form)

Skilled at anticipating issues, engaging the appropriate stakeholders and driving resolutions/solutions

Ability to take ownership, manage through conflict and mobilize internal resources

Adaptable to a changing, dynamic client-facing work environment while driving results

Proficiency in Microsoft Office Suite

Ability to map and document progress of complex workflows

Technical client consulting experience with transmissions, ERPs (technical roles) and file formats

Knowledge and experience with either (or both) ISO 20022 or EDI message formats

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