Job Description

Job Description

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

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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