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

JPMorgan Chase • Newark, DE

103d

About The Position

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.

Requirements

• 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

Nice To Haves

• Private Banking or Financial Services industry experience preferred

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: Bachelor's degree