Global Cash Management Client Implementation Associate
$105k - $120kBBVA
The GCMS Client Implementation Associate will be providing a single point of contact and accountability for implementing new accounts and Cash Management services to Corporate clients in multiple geographies. The GCMS implementation Support is responsible for overall delivery/onboarding of Cash Management products to top tier global and multi product corporate clients, with leadership responsibility on the entire project. In addition, will coordinate with different teams in Latin America and Europe to ensure delivery of service is completed within agreed upon timeframes. Also, maintains constant client contact to assist with the account opening and service set up with local cash management teams in multiple geographies.
The responsibilities include:
- Implementing cash management products and services for global corporate clients including analyzing requirements and gathering deliverables to complete the implementation process. Managing multiple global implementation projects simultaneously ranging in complexity from low to high.
- Creating document packages needed for implementing Global Cash Management Treasury products and obtaining set-up details and executed documents from clients. Also, coordinating delivery of digital contracts to collect signatures via the banks’ electronic signature portal.
- Preparing and leading the account opening and Cash Management product set-up assignments in multiple countries, by coordinating and following up with domestic cash management teams, technical implementation specialist and bankers in Latin America, US and Europe and managing project until completion.
- Request implementation of global services and coordinate with technical teams the project scope, testing, set up of file transmissions and file transfers with the client. Schedule client kick-off meetings and participate in weekly touch points with technical teams and clients. Manage client communications and follow up items. (Virtual and in person if needed).
- Regular communication with Global Cash Management Sales Executives and bankers to update project status and address issues.
- Present international implementation solutions in conjunction with Global Cash Management Executives to prospects. Create and present sample project plans and custom onboarding PowerPoint decks that educate prospective clients about the onboarding journey from inception to transition to Global Customer Service. Support Global Cash Management Sales Executives with reporting, presentations or requests for proposals and/or client calls.
- Constantly evaluate Implementation projects and process methodologies to improve performance and reduce cycle times.
- Gather client concerns/comments regarding product gaps once implementation has been completed to create future business cases
- Able to educate clients of the expected process and deliverables to onboard products according to bank specifications and client expectations. Coordinating client training with the local cash management and /or global implementation teams.
- Able to identify and plan for resolution and mitigation of issues.
- Fully understand and comply with all audit, regulatory and compliance directives
Qualifications:
- Bachelor's degree
- Project Management Professional (PMP), or Agile Scrum Certification is an asset •
- Experience and familiarity in Treasury Cash Management Products in Payables, Receivables, account reporting, SWIFT, APIs, Host to Host and Liquidity for 4+ years
- Experience leading client projects and building excellent client experience
- Strong project management skills
- Fully Bilingual (Spanish and English)
- Excellent verbal, written and presentation skills. Able to communicate clearly and concisely in all aspects of the job and with multiple audiences in mind.
- Proficient in Microsoft Office products
- Ability to handle multiple concurrent objectives, projects or activities, making effective judgments as to prioritizing and time allocation.
- Accuracy and Attention to Detail
- Capacity to quickly adapt to new situations, changes in direction, and altering priorities
- Ability to thrive in a fast paced, dynamic environment
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
With respect to this position in our New York Office, the expected base salary ranges from $105,000 to $120,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus.
*Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions
$81.13k - $164.57k
...diverse team helping high-profile clients understand, analyze, and... ...firm.KPMG is currently seeking a Global Executive & Private Client Group (GEPC) Senior Associate to join our Business Tax Services... ...processOversee and support the management of day-to-day services provided...SuggestedWork at officeLocal areaRelocationRelocation package- ...growing SaaS platform built for family offices to appoint a Client Implementation Associate across their US client base. This is not a support-... ...Monitor project timelines and milestones, proactively managing risk and blockers to protect launch dates Act as a trusted...SuggestedFull timeWork at office
$80k - $135k
...OVERVIEWEquity Operations is a key part of Global Markets Division. The business encompasses post-execution client services across Equities and... ...client experience. Develop management skills across a broad range of... ...of new clients trading FICC cash and Equity products (cash,...SuggestedFull timeTemporary workPart timeWork at officeFlexible hours- ...Description JPMorgan Asset Management helps institutional and individual clients from all over the globe... ...- equity, fixed income, cash management, currency,... ...Internal Client Advisor Associate within the Asset Management... ...they bring to our global workforce are directly linked...Suggested
- The mission of TikTok's Global Security Organization is to build and earn trust by reducing... ...seeking a Regulatory Intelligence & Implementation Senior Specialist to drive the... ...security operations, and strategic program management. You will be the person who ensures that...SuggestedImmediate start
- ...Description Job Description Our client in Manhattan is Seeking an... ...contributor as a Billing Associate. The role requires strong written... ...bankers in the firm, Senior Managing Partners - Detailed review of... ...with Accounts Payable and Cash Management teams to aid Client...Permanent employmentTemporary work
$99k - $232k
...services related to financial management and strategy. These individuals analyse client needs, develop... ..., manage liquidity and cash flow, and provide guidance... ..., you will lead the implementation and optimization of Treasury... ...significant impact on global organizations....Full timeH1bWork at office- ...confidently with clients? If so, the Commercial... ...as a Client Associate on our multifamily... ...responsibility for implementing the marketing plan... ...multifamily real estate cash flow and... ...services (Investment Management, Commercial Banking... ...they bring to our global workforce are directly...Work at office
- ...Job Summary: Onboarding Associate will be part of the Underlying Principles... ..., Ops) and external Clients to onboard and complete new client... ..., SPVs, and other investment manager managed entities. Partner... ...audit, MUSO Policy, and global KYC/ AML requirements. Manage...
- ...subscription document technology and an order management system for alternative product... ...and money. Our mission is to give our clients control and reduce friction for a very... ...in project management, client software implementations, relationship management working for a...Full time
$49.5k - $77k
...Description Embrace RBC Wealth Management's core values and... ...financial advisors and our clients. As a Client Associate/Registered Client Associate... ...maintain account records, implement technology changes and prepare... ...of a highly qualified global workforce and plays a critical...Full timeFlexible hours$65k - $85k
...to take care of people? We’re looking for a Registered Client Associate to: Keep management systems up-to-date with client information Educate clients... ...Mandarin is a plus About Us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland...Full timeWork at officeFlexible hours- ...Job Description Merrill Wealth Management is a leading provider of comprehensive wealth... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision... ...in the communities we serve. Global Impact Learn about the six areas that guide...Seasonal workWork at officeWork from homeShift workDay shift
$70k - $80k
...Client Success Associate As a Client Success Associate, you will support the efficient management of a large portfolio of clients in a lower-touch service... ...(Nasdaq: PGNY) is a global leader in women's health and... ...comprised of base salary, cash bonus, and equity. Progyny...Summer workWork at officeRemote workFlexible hours3 days per week- Job Description: Senior Associate, Digital Product -... ...unifying the Becoming a Client (BAC) experience. This... ...experience in product management, digital strategy, or a... ...compensation, paid in the form of cash and/or forfeitable... ...they bring to our global workforce are directly...Casual workBank staff
$112.5k - $147.5k
...building the foundation of a more open, global economy through digital assets, payment... ...Cloud Fusion ERP for Accounting Hub, Cash Management, Payables, Subledger Accounting and other... ...other finance systems.Experience in implementing and supporting Oracle Cloud Fusion ERP...Work experience placementFlexible hours- ...New York, NY seeks a Business Analyst for SAP or Oracle Global General Ledger implementation. You will partner with Finance and Technology to map... ...ERP change programs, strong communication, and ability to manage cross-functional stakeholders across a global...
- ...comprehensive solutions to help clients with the many... ...seeking a motivated Senior Associate to join our... ...working closely with product managers, advisors, technology,... ...compensation, paid in the form of cash and/or forfeitable... ...they bring to our global workforce are directly...
- As a Client Service Delivery Associate within JPMorgan Asset Management, focusing on Alternative Products, you’ll have the chance... ...compensation, paid in the form of cash and/or forfeitable equity,... ...diverse talents they bring to our global workforce are directly linked...Work at office
- ...About the Company The Client Services Agent is a key participant in elevating workplace... ...collaboration, and confidentiality management, impacting overall client satisfaction and... ...experience management within a globally recognized firm, enhancing skills in client...Full time
- ...you ready to build your career by joining a global financial institution. If so, our client is hiring a Client Tax Associate. Position Type: Contract Hybrid - 3... ...motivated and eager to learn. Excellent time management skills during tight deadlines....Contract workWork from home2 days per week3 days per week
$880 per month
...Deputy Program Lead - SAP or Oracle Global GL Implementation Consultant Job Code: 15106 Country... ...our four business divisions: Wealth Management, Investment Management, Wholesale (Global... ...28,000 people worldwide, we put our clients at the center of everything we do,...Daily paidContract workWorldwide$600 per month
...Title: Business Analyst - SAP or Oracle Global GL Implementation Consultant Job Code: 15107... ...our four business divisions: Wealth Management, Investment Management, Wholesale (Global... ...28,000 people worldwide, we put our clients at the center of everything we do, delivering...Daily paidContract workWorldwide$28 per hour
...Summer 2027 Internship Client Associate Intern We encourage you to submit your application as early as possible, as internship applications... ...development sessions. You'll also join a diverse global intern community, sharing experiences and building networks that...Full timeSummer workInternshipSummer internshipWork at officeFlexible hours- ...Description Job Description Job title: Client Reporting Associate Duration: 6 Months Contract To... ...candidate to join its Investment Management Operations function. Reporting to the... ...Functions : Independently produce global standard and custom client reports....Permanent employmentContract workWork experience placementWork at office
- ...Job Summary: \n Onboarding Associate will be part of the... ...Compliance, Ops) and external Clients to onboard and complete new client... ..., SPVs, and other investment manager managed entities. \n Partner... ...internal audit, MUSO Policy, and global KYC/ AML requirements. \n...
$170k - $190k
...consulting, services sales, or practice management at a solutions provider, consultancy, or... ...Prior experience at a consulting firm in a client-facing, services sales or practice... ...our clients. Founded in 1990, WWT is a global technology solutions provider leading the...Full timeShift work- JPMorgan Asset Management helps institutional and individual clients from all over the globe meet their financial goals... ...strategies - equity, fixed income, cash management, currency, asset... ...Summary: As an Internal Client Advisor Associate within the Asset Management team,...
$75k - $90k
...how to take care of people? keep management systems up-to-date with client information educate clients on account... ...New York City office. As a Client Associate you will play an important role in... ...About Us UBS is a leading and truly global wealth manager and the leading...Full timeWork at officeFlexible hours$70k - $90k
...Rockefeller Capital Management Rockefeller Capital Management... ...$224 billion in client assets as of June 30, 2... ...within our Rockefeller Global Family Office business... ...growing team as a Client Associate. The Client Associate... ...subscription documents Cash management & RMDs...Work at officeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Global Cash Management Client Implementation Associate. Be the first to apply!
- client engagement associate New York, NY
- client success associate New York, NY
- registered client associate New York, NY
- client relationship associate New York, NY
- client services associate New York, NY
- client account associate New York, NY
- client solutions associate New York, NY
- erp implementation consultant New York, NY
- implementation analyst New York, NY
- IT audit consultant New York, NY






