U.S. Private Bank New Client Experience Team Associate
U.S. Private Bank New Client Experience Team Associate
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Job Description
Step into the U.S. Private Bank and discover a world where your onboarding is not just seamless but elevatedcrafted by experts to set you up for lasting success from day one
As a New Client Experience Team Associate within JP Morgans U.S. Private Bank you will deliver an elevated first-in-class welcome to new clients as they join the Private Bank. By partnering closely with Bankers and key stakeholders the team ensures a seamless personalized onboarding journey that sets clients up for long-term success and deepens relationships from day one.
Job responsibilities
- Execute a curated set of welcome activitiesincluding account review personalized gifts leadership notes and welcome callsto create a memorable first impression and operational excellence for every new client
- Foster strong partnerships across the Private Bank to drive awareness support rollout initiatives and ensure a consistent client experience in every market
- Serve as the primary point of contact for new clients answering questions sharing key information and educating them on digital tools and Private Bank resources
- Collaborate with Banker Teams Market Leaders Client Service Training Operations and Technology to ensure timely and consistent execution of New Client Experience tasks
- Gather client feedback and contribute actionable ideas to enhance the Becoming a Client roadmap and overall onboarding process
Required qualifications capabilities and skills
- Bachelors degree required
- Minimum 2 years of professional experience
- Strategic innovative and client-first mindset with a passion for delivering exceptional service
- Resourceful proactive learner with a strong work ethic; thrives in a dynamic fast-paced environment and adapts quickly to shifting priorities
- Detail-oriented with exceptional organizational and follow-through abilities
- High emotional intelligence and interpersonal skills; able to build trust and rapport with clients and colleagues
- Proficient in Excel PowerPoint and Word; comfortable learning new proprietary software and databases
Preferred qualifications capabilities and skills
- Private Banking or Financial Services industry experience preferred
Required Experience:
IC
Employment Type
Full-Time
