New Hire Experience: Associate Job Description
Primary Function:
The New Hire Experience Team is responsible for crafting and executing a first-in-class experience for new hires in the Private Bank. You will partner with key stakeholders to deliver a white glove experience for new hires to expedite their transition into the business. You will serve as the central point of contact for all business related onboarding activities, coordinating responsibilities across a diverse set of stakeholders, and working directly with new hires to deliver an exceptional experience from pre-hire through day 90.
Primary responsibilities include but are not limited to:
- Design new framework to appropriately facilitate the smooth integration of each Solutions new hire: in terms of admin, registration requirements, corporate familiarization and team integration
- Seamlessly execute end-to-end white glove onboarding to ensure an exceptional experience for new hires
- Accelerate productivity by helping new hires navigate the firm, use internal tools effectively and learn how to get things done
- Help new hires onboard and welcome clients to the Private Bank
- Gather feedback to shape the new hire experience roadmap and identify areas for improvement
- Maintain strong partnerships with the business, recruiting, HR, operations and other relevant parties
Qualifications:
- Bachelor’s degree required
- 2-5 years of professional experience; Private Bank experience required
- Strategic, innovative, Advisor-first business mindset
- Exceptional problem-solving skills and results oriented mindset with ability to execute quickly and accurately on ideas, initiatives and improvements
- Resourceful, proactive learner who possesses a solid work ethic and performs well under pressure in a dynamic environment; must be able to multitask and shift priorities quickly while maintaining control with limited supervision
- Effective communicator with ability to collaborate effectively across internal teams
- Detail oriented with exceptional follow-through skills
- Intellectually curious and interest to act as a change agent to improve processes and quickly resolve issues
- Exceptional interpersonal skills including high emotional intelligence and the ability to build and maintain strong relationships with colleagues at all levels
- Enthusiasm for the business and eagerness to work on any task that will add value
- Expert in Excel, PowerPoint and Word; proficiency with Access is a plus
- Able to effectively navigate Private Bank systems, processes, products and tools
