Jp Morgan Advisors - Senior Client Associate Los Angeles Ca jobs at Jpmorgan in United States, Los Angeles
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Los Angeles
75 jobs found
26.07.2024
JPM
JPMorgan JP Morgan Advisors - Senior Client Associate Los Angeles CA United States, California, Los Angeles
Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to...
Support and drive strategic firm and branch initiatives by partnering closely with the Regional Director. Provide management and leadership of the sales support staff in the branch and satellite branch...
Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity. Build a book of business and deliver personalized investment solutions to your...
Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity. Build a book of business and deliver personalized investment solutions to your...
Be responsible for providing clients with white glove service by delivering a seamless client onboarding experience, owning inquiries from start to finish and completing servicing requests as needed. Support Relationship...
Delivers an exceptional customer experience by acting with a customer-first attitude. Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships,...
Works with the Branch Manager to set the tone of the branch environment to provide an exceptional customer experience and a dynamic and engaging culture. Processes and assist customers with...
Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to...
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