Job Description

Job Description

The New Client Experience Team is responsible for delivering an elevated, best-in-class experience for new clients of the U.S. Private Bank. Working closely with Bankers and their teams, the New Client Experience Team provides a high-touch, consistent experience during a pivotal stage of each client relationship. The team coordinates the end-to-end new client journey—from account opening through funding—and partners with stakeholders across the Private Bank to ensure seamless execution, proactive communication, and an exceptional client experience.

Primary responsibilities:

• Execute end-to-end new client experience activities, ensuring a seamless transition and positioning clients for success from the outset of the relationship.
• Serve as a primary point of contact for new clients by answering questions, providing timely updates, sharing essential information, and helping clients understand how to engage effectively with the Private Bank.
• Coordinate activities across multiple teams, proactively manage dependencies, and help ensure the timely completion of key account-opening and funding milestones.
• Anticipate and resolve issues that could affect the client experience, escalating risks or delays when appropriate.
• Capture client and stakeholder feedback, identify opportunities for improvement, and translate insights into actionable recommendations that shape the “Becoming a Client” roadmap.
• Build and maintain strong partnerships with Banker Teams, Market Leadership, Client Service, Training, Operations, Technology, and other key stakeholders.

 

Qualifications:

• Bachelor’s degree required.
• At least two years of relevant professional experience; experience in private banking, wealth management, or financial services is preferred.
• Strategic, innovative, and client-first mindset, with a strong commitment to service excellence.
• Resourceful and proactive, with a strong work ethic and the ability to learn quickly.
• Demonstrated ability to manage multiple priorities, maintain attention to detail, and perform effectively under pressure in a dynamic environment with limited supervision.
• Excellent written and verbal communication skills, with the ability to collaborate effectively across teams and engage confidently with clients and senior stakeholders.
• Strong organizational and follow-through skills, with a focus on accuracy, accountability, and timely execution.
• Exceptional interpersonal skills and high emotional intelligence.
• Proficiency in Microsoft Excel, PowerPoint, and Word, with the ability to quickly learn proprietary systems, software, and databases.

About Us

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our  FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About the Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.​

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