Client Technical Onboarding Manager II

Are you ready to make a real impact in the world of Treasury Services? Join a team where your technical expertise and client focus drive seamless onboarding experiences for global organizations. Here, you’ll collaborate with talented professionals and help shape the future of financial solutions. Your work will empower clients and strengthen our reputation for excellence. Step into a role where your contributions matter and your growth is supported.

As a Client Technical Onboarding Manager within the Commercial and Investment Bank Client Technical Onboarding Team, you guide clients through the technical setup and testing of receivables products. You work closely with us to deliver high-quality solutions, ensuring a smooth and positive onboarding experience. You’ll be part of a collaborative team that values your ideas and supports your professional development. Your role is essential in helping clients achieve their business goals while enhancing our firm’s reputation.

• Lead scoping meetings to understand and fulfill client product and technical requirements
• Facilitate recurring project status meetings and provide clear updates to clients and internal teams
• Prepare Statements of Work and documentation outlining product implementation options
• Use tracking tools and systems to monitor project status, issues, and risks
• Establish test environments, validate file formats, and coordinate file and back-office testing
• Analyze and explain test results to clients, assisting with issue resolution
• Support clients during production migration and verification, ensuring successful implementation
• Collaborate with production teams to provide timely status updates
• Attend meetings and training sessions to enhance product knowledge
• Identify process gaps and improvement opportunities, taking ownership of initiatives
• Adhere to all department policies and procedures

• Experience in banking, treasury, product, or project management
• Strong client servicing skills, with a focus on clear communication and relationship building
• Excellent verbal and written communication abilities
• Proven analytical skills and attention to detail
• Effective issue resolution and escalation capabilities
• Ability to manage multiple projects and prioritize tasks independently
• Collaborative mindset and ability to work well in team environments
• Willingness to learn and adapt to change
• Professional qualifications as required by region (e.g., Enhanced Competency Framework certifications in Hong Kong)
• Minimal travel required (less than 5%)

• Experience in client-facing project management roles
• Familiarity with receivables products such as Lockbox, Receipt$tream, and Image Cash Letter
• Technical aptitude with file formats and data transmission processes
• Experience using project tracking tools and databases
• Ability to identify and drive process improvements
• Demonstrated subject matter expertise in supported products
• Commitment to ongoing professional development