Jp Morgan Wealth Management - Retirement Desk Team Lead Vice President jobs at Jpmorgan in United States, Plano
Discover your perfect match with Expoint. Search for job opportunities as a Jp Morgan Wealth Management - Retirement Desk Team Lead Vice President in United States, Plano and join the network of leading companies in the high tech industry, like Jpmorgan. Sign up now and find your dream job with Expoint
Company (1)
Job type
Job categories
Job title (1)
United States
State
Plano
196 jobs found
28.06.2024
JPM
JPMorgan JP Morgan Wealth Management - Retirement Desk Team Lead Vice... United States, Texas, Plano
Client Experience – provide exceptional service and flawless execution on all service requests and inquiries, such as: understanding their digital experience, where to find forms, questions on equity holdings, and...
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...
Expert knowledge on the Goals-Based Analysis Tools. Deliver first-class level of service by responding to incoming inquiries from financial advisors on the goals-based planning process and financial planning tools (Goals-Based...
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,...
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...
Client Experience – provide exceptional service and flawless execution on all service requests and inquiries, such as: understanding their digital experience, where to find forms, questions on equity holdings, and...
Find your dream job in the high tech industry with Expoint. With our platform you can easily search for Jp Morgan Wealth Management - Retirement Desk Team Lead Vice President opportunities at Jpmorgan in United States, Plano. Whether you're seeking a new challenge or looking to work with a specific organization in a specific role, Expoint makes it easy to find your perfect job match. Connect with top companies in your desired area and advance your career in the high tech field. Sign up today and take the next step in your career journey with Expoint.