Client Onboarding Transfer Specialist Vice President jobs at Jpmorgan in United States, Charlotte
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Company (1)
Job type
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Job title (1)
United States
State
Charlotte
55 jobs found
17.12.2024
JPM
JPMorgan Client Onboarding Transfer Specialist Vice President United States, North Carolina, Charlotte
Own the product implementation and training experience for your assigned clients. Meet and connect with clients through WebEx, Zoom, and other collaboration technologies. Build and maintain strong relationships with key...
Own the product implementation and training experience for your assigned clients. Meet and connect with clients through WebEx, Zoom, and other collaboration technologies. Build and maintain strong relationships with key...
Lead our medium to complex clients autonomously by delivering solutions to clients and upholding JP Morgan Chase standards and operating principles. Develop long term client relationships. Proactively work to determine...
Track case progress and interact with colleagues to ensure client requests are resolved timely and accurately. Review funds transfer requests to ensure the highest level of client satisfaction. Validate transactions...
Lead your assigned book of clients autonomously by delivering solutions and upholding JP Morgan Chase standards and operating principles. Develop long term client relationships. Proactively work to determine service improvements...
Shares the value of Chase Private Client with clients that may be eligible. Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and...
Monitor the National Collateral Management Group (NCMG) One Margin Corporate Collateral Management (CCM) System for client and settlement transaction, processing pledge, release, substitution notifications,. Process statements, and other necessary documentation...
Own the product implementation and training experience for your assigned clients. Meet and connect with clients through WebEx, Zoom, and other collaboration technologies. Build and maintain strong relationships with key...
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