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Chase · 2 months ago

U.S. Private Bank - Event Planner, Client Center Associate

560 Mission St, San Francisco, CA, 94105, US

Full-time

Onsite

Entry Level

$71K/yr - $100K/yr

1+ years exp

Chase is a leading financial institution, and they are seeking a Client Center Associate to assist in the day-to-day operations of their Private Bank Client Center. The role involves managing reservation books, overseeing meetings and events, and ensuring a first-class experience for clients and guests.

BankingFinancial Services

Responsibilities

Manage Client Center reservation books, including reporting and metrics

Oversee daily meetings and events at the Client Center

Develop, implement, and follow protocols for client meetings, including security and catering

Coordinate with catering partners and back-of-house staff; lead weekly BEO meetings

Survey client experience and recommend solutions based on feedback

Manage financials to ensure annual budget compliance

Support project analysis, new satellite Client Center openings, and handle administrative tasks such as invoice processing, vendor scheduling, and supply orders

Qualification

Event managementHospitality experienceCommunication skillsExcel proficiencyPowerPoint proficiencyWord proficiencyMarketing relationsFacilities managementNon-profit experienceTime management