About this role
Join our Events team and help deliver high-quality client experiences. You will support event planning and execution, including logistics, timelines, vendor coordination, and onsite delivery. This role focuses on event delivery rather than marketing, communications, or public relations.
As an Event Planner Associate in the Private Bank Events team, you support the planning and delivery of client events aligned to business priorities and brand standards. You contribute to defined workstreams and partner with senior team members on larger programs. You are comfortable working in a fast-paced environment that includes occasional travel and extended hours.
Job responsibilities
- Support planning and delivery of client events that align with business priorities and brand standards.
- Contribute research on venues, formats, vendors, and regional trends; maintain venue and supplier lists.
- Assist with end‑to‑end logistics: timeline tracking, venue holds, catering, AV, guest travel, and materials.
- Help manage event calendars, budget tracking, purchase orders, contracts, invoices, and vendor onboarding in line with risk and process requirements.
- Coordinate registration and guest services: invitation lists, RSVP tracking, seating, badge production, and onsite check‑in.
- Build and send event communications in the events platform (invitations, reminders, confirmations, thank‑you notes, etc) using approved templates and platforms.
- Support onsite delivery: room setup, vendor coordination, speaker support, presentation and AV checks.
- Prepare concise status updates, briefing notes, and post‑event reports (attendance, feedback, costs, and lessons learned).
- Assist with special projects and process improvements as needed.
Required qualifications, capabilities and skills
- Experience in corporate events.
- Strong organization and attention to detail; able to manage multiple tasks and meet deadlines.
- Good problem‑solving skills and a practical approach to logistics and vendor coordination.
- Proficient with Microsoft Excel, Word, PowerPoint, and Outlook; familiarity with event platforms.
- Clear and professional written and verbal communication skills.
- Comfortable working with stakeholders at different levels and providing timely updates.
- Team player with a positive, proactive mindset; steps in to help and communicates clearly & early.
- Composed under pressure and adaptable to changing needs onsite.
- Flexibility to work extended hours and travel across EMEA when required.
Preferred qualifications, capabilities and skills
- Language skills a plus (Spanish, French, Italian, or German).
- Financial services experience.