Private Bank Client Center Management Associate jobs at Jpmorgan in United States, Phoenix
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Company (1)
Job type
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Job title (1)
United States
State
Phoenix
9 jobs found
05.07.2024
JPM
JPMorgan Private Bank Client Center Management Associate United States, Arizona, Phoenix
Manage the Client Center reservation books, including reporting and metrics. Oversee Client Center’s daily meetings and events. Implement, develop and follow Client Center protocols for all client meetings (meet and...
Consult on and execute brokerage trades, including: advising the client on trade execution, placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account...
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...
Manage and maintain relationships with a large number of clients by earning trust, understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. Generate client...
Prioritize the interests of our clients above all else. Build and maintain the trust of the financial advisors we work with. Foster partnerships both internally and externally, demonstrating a team-oriented...
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...
Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings. Helps...
Manage the Client Center reservation books, including reporting and metrics. Oversee Client Center’s daily meetings and events. Implement, develop and follow Client Center protocols for all client meetings (meet and...
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