Securities Services - Global Custody Tax Product Manager Vice President jobs at Jpmorgan in United States, Boston
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United States
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Boston
111 jobs found
01.04.2025
JPM
JPMorgan Private Client Relationship Manager – Boston United States, Massachusetts, Boston
Develop new and manage existing client relationships, providing exceptional service that exceeds expectations. Look for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person...
Process fund events; Client Conversions, Fund Launches, Closures, Mergers, In-Kinds, Asset Transitions, Accounting Platform Changes and complete standard reconciliations. Establish and maintain fund and account profiles in JPM’s accounting system...
Perform research and analysis of demographics and financial data. Build consensus for site selection through business cases, site tours and project approval documentation and presentations. Negotiate letters of intent, purchase...
Manage and resolve queries across the fund services provided. Be Responsible for issue management, escalation and remediation. Coordinate client requested changes to operating model and reporting. Coordinate client fund launches...
Review and deliver client-specific and regulatory reporting, such as draft financial statements and filings, and actively participate in internal and external audits. Build effective working relationship with client, act as...
Manage, retain and deepen a portfolio of approximately 50-60 Middle Market Banking business clients with annual revenue between $20M-$100M. Champion a culture of innovation and a customer centric mindset. Utilize...
Review and deliver client-specific and regulatory reporting, such as draft financial statements and filings, and actively participate in internal and external audits. Build effective working relationship with client, act as...
Develop new and manage existing client relationships, providing exceptional service that exceeds expectations. Look for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person...
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