Client Account Maintenance Data Associate jobs at Jpmorgan in United States, Plano
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Company (1)
Job type
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Job title (1)
United States
State
Plano
264 jobs found
03.09.2024
JPM
JPMorgan Client Account Maintenance Data Associate United States, Texas, Plano
You will support full service wealth clients/advisors and self-directed client data and documentation for CWM, Chase Wealth Management. Manager of a team of Registered Series 24 Principals comprised of both,...
You will support full service wealth clients/advisors and self-directed customers with client data and documentation for Chase Wealth Management. Principal duties (Series 24) include reviewing and approving the brokerage account...
You will be asked to support full service wealth clients/advisors and self-directed client data and documentation for CWM, JPMS, and PB. Review and approve the brokerage account maintenance service requests...
You will support full service wealth clients/advisors and self-directed customers with client data and documentation for Chase Wealth Management. Principal duties (Series 24) include reviewing and approving the brokerage account...
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...
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...
Bachelor's degree in a quantitative discipline (ex. Statistics, Data Science/Analytics, Applied Economics, Mathematics, Finance, Management Information Systems, or related field of study) or equivalent experience. Proficient in SQL; ability to...
You will support full service wealth clients/advisors and self-directed client data and documentation for CWM, Chase Wealth Management. Manager of a team of Registered Series 24 Principals comprised of both,...
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