Client Experience & Onboarding Specialist

JPMorgan Chase & Co.; Chicago (IL); On-site; USD 70,000 - 100,000; Full time

Job summary

JPMorgan Chase & Co. in Chicago seeks a New Client Experience professional to guide clients through account opening to funding, delivering a high-touch, seamless onboarding.

The role partners with Private Bank teams to ensure proactive communication and a superior client experience, handling milestones and resolving issues with a client-first approach. Bachelor’s degree and at least two years in private banking or financial services preferred; strong Excel, PowerPoint, and Word skills are

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.
• Resourceful and proactive, with a strong work ethic and the ability to learn quickly.
• Excellent written and verbal communication; ability to collaborate effectively across teams and engage confidently with clients and senior stakeholders.

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.

Skills

Communication

Organizational skills

Multitasking

Interpersonal skills

Education

Bachelor’s degree

Tools

Excel

PowerPoint

Word

Job description

JPMorgan Chase & Co. in Chicago seeks a New Client Experience professional to guide clients through account opening to funding, delivering a high-touch, seamless onboarding.

The role partners with Private Bank teams to ensure proactive communication and a superior client experience, handling milestones and resolving issues with a client-first approach. Bachelor’s degree and at least two years in private banking or financial services preferred; strong Excel, PowerPoint, and Word skills are