U.S. Private Bank - New Client Experience Team - Associate

JobID: 210669856 Category: Project Management JobSchedule: Full time Posted Date: 2025-09-23T17:50:09+00:00 JobShift: Base Pay/Salary: Chicago,IL $76,000.00-$110,000.00 Step into the U.S.

Private Bank and discover a world where your onboarding is not just seamless, but elevated-crafted by experts to set you up for lasting success from day one As a New Client Experience Team Associate within JP Morgan's 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 activities-including account review, personalized gifts, leadership notes, and welcome calls-to 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 * Bachelor's 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