Jp Morgan Wealth Management – Investment Professional 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
47 jobs found
25.06.2024
JPM
JPMorgan JP Morgan Wealth Management – Investment Professional United States, Texas, Plano
Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on delivering an exceptional client experience over the telephone. Discuss Individual Retirement Accounts, such as Traditional...
Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on delivering an exceptional client experience over the telephone. Discuss Individual Retirement Accounts, such as Traditional...
Lead a team of Direct Reports along with assisting with two adjacent functional teams and the associated front-line managers, to ensure all assigned functions within stated service levels. Drive a...
Assist self-directed on-line customers with service inquiries related to:Navigation of Chase.com (Helping clients self-service online)Trade Support (Corrections, Order inquires, trade exception resolution, credit risk)Cost Basis updates/Tax related inquiriesDividend/Corporate Action inquiriesMargin...
Partner with leadership in the coordination, implementation and messaging of key business initiatives to Private Client Investment Associates. Support Private Client Investment Associate performance and development through onboarding and training,...
Quality assurance activities including performing off the phone testing of processes and procedures. Assist in developing, writing, and maintaining procedures; Evergreen ownership of designated procedures within JP Morgan Wealth Management...
Engage clients in retirement discussions to better understand their retirement questions and longer-term goals resulting in referrals to grow business with the firm. Client Experience – provide exceptional service and...
Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on delivering an exceptional client experience over the telephone. Discuss Individual Retirement Accounts, such as Traditional...
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