Jp Morgan Wealth Management - Private Client 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
54 jobs found
24.06.2024
JPM
JPMorgan JP Morgan Wealth Management - Private Client United States, Texas, Plano
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,...
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...
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...
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...
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...
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...
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,...
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