IPB Client Experience - Associate

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 . 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 touchpoints 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 new clients, ensuring seamless navigation of . Morgan Online and other digital offerings.
• Enhance the overall client experience by supporting the end-to-end journey during the first 90 days, organizing welcome gifts, preparing senior leadership communication updates, and coordinating client welcome calls.
• Produce regular reports on progress and key KPIs to enable data-driven decision making and promote transparency.
• Participate in initiatives to improve business processes, proactively identify and mitigate risks, and maintain operational integrity.
• Contribute to projects focused on elevating the client journey, collaborating with various stakeholders and technology partners.

Required Qualifications, Skills, and Capabilities :

Preferred Qualifications, Skills, and Capabilities :