Job Description

Job Category: Project Management
:
You are a strategic thinker passionate about driving solutions in client experience. You have found the right team.
As an Associate in our International Private Bank Client Experience team, you will spend each day defining, refining, and delivering set goals for our firm. You will optimize business performance by building and expanding a best-in-class New Client Welcome experience, supporting clients during their first 90 days at J.P. Morgan and helping them leverage our digital platforms. You will collaborate with Advisors, Professionals, Client Service teams, and colleagues across regions to craft a personalized and seamless onboarding journey. Your responsibilities will include enabling personalized welcome calls, facilitating digital engagement from day one, and coordinating special touch points such as gifts, welcome notes, and leadership calls, all while maintaining a high standard of accuracy and first-time right delivery.
Job responsibilities

• Review account setups and profiles for brand-new clients, ensuring seamless navigation of J.P. Morgan Online and other digital offerings.
• Enhance the overall client experience by supporting the end-to-end journey during the first 90 days, including organizing welcome gifts, preparing senior leadership communication updates, and coordinating client welcome calls.
• Produce regular reports on progress and key KPIs for data-based decision making and transparency.
• Participate in initiatives to enhance business processes, identify and mitigate risks, and maintain operational integrity.
• Contribute to projects aimed at improving the overall client journey, collaborating with various stakeholders and technology partners.
• Build strong relationships with stakeholders and facilitate effective communication.

Required Qualifications, Skills, and Capabilities

• Strong communication skills with the ability to work with reports, effectively convey complex information, and take a solution-oriented approach to handling issues.
• Organized approach to controls and risk management, with a proactive attitude and ability to provide value-added support to business partners, ensuring accuracy and timeliness.
• Ability to prioritize multiple tasks and manage time efficiently.
• Structured problem-solving skills with proficiency in detailed analytics and issue identification using the Firm's tools and resources.
• Strong business acumen and technical literacy, with the ability to collaborate effectively with senior stakeholders and understand market requirements.
• Capable of working under minimal supervision and adapting to demanding environments, maintaining a detail-oriented and results-focused approach.

Preferred Qualifications, Skills, and Capabilities

• Bachelor's/Master's degree with over 8 years of relevant experience, preferably in the banking industry, client relationship management, or a related field.
• Proven leadership abilities with a track record of delivering results on time, capable of working independently and collaboratively.

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 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 for more information about requesting an accommodation.
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.?

Skills Required