U.S. Private Bank – New Client Experience Associate

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.