Client Onboarding Manager - Contracting

Job Description

Do you have a Bachelor’s degree or higher with experience managing operational processes and people? Do you also have experience with Salesforce and client onboarding/account maintenance processes? If so, this is the team for you!

As a Client Onboarding Manager within the InstaMed team at JPMorganChase, you will be responsible for oversight of an onsite team in Philadelphia which helps preserve the data integrity of J.P. Morgan Healthcare Payments network and InstaMed product. You will coach, mentor, and train team members as well as manage daily operations and performance. You will also need to master the business’ standard operating procedures to effectively educate team members to complete non-standard enrollments or tasks as well as identify, assess, and resolve complex issues or escalations. Effective internal communication and teamwork is required as well as attention to detail, disciplined practices, and ability to absorb and maintain knowledge of internal processes and requirements. This role requires strong leadership, analytical, and problem-solving skills to ensure seamless client onboarding and contracting processes.

Job responsibilities

• Develop and maintain deep expertise in departmental procedures and analyze information to make informed decisions that uphold compliance and business requirements.
• Oversee daily team operations, consistently achieving productivity targets and service level agreements and triaging when needed.
• Monitor and analyze team performance metrics, identifying opportunities for process improvement and implement strategies to enhance operational efficiency and customer satisfaction.
• Communicate proactively and effectively with internal and external stakeholders, maintaining positive relationships, ensuring timely notifications on updates or resolutions of issues, and escalating issues as appropriate.
• Ensure team adherence to due diligence, underwriting, and other business or firmwide standards and maintain or improve practices which minimize potential errors or mitigate risk.
• Lead departmental training for new hires and existing team members, ensuring ongoing education and development.
• Develop, update, and maintain documentation to accurately current internal policies, requirements, and processes.
• Conduct regular meetings with team members to deliver feedback, develop relationships, and cultivate individuals’ professional growth.
• Investigate and resolve open issues by leveraging available resources and collaborating with internal stakeholders while managing the team’s adherence to company policy and conduct managerial administrative activities as well as any other duties assigned or applicable to the position.
  
  

Required qualifications, capabilities, and skills

• Bachelor’s degree or higher required.
• Proficiency with Windows and Microsoft Office, particularly Excel.
• Experience managing operational processes and people.
• Outstanding written and verbal communication skills.
• Strong attention to detail, sound judgement, and organizational skills.
• Self-starter, effective at prioritizing tasks, managing time and expectations, organizing people, and getting things done.
  
  

Preferred qualifications, capabilities, and skills 

• Experience with J.P. Morgan Healthcare Payments InstaMed product and processes.
• Experience with Salesforce.
• Experience with client onboarding or account maintenance processes; or healthcare and/or merchant services.

About Us

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About the Team

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.