Branch Operations Lead - Portland East Market jobs at Jpmorgan in United States, Portland
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Company (1)
Job type
Job categories
Job title (1)
United States
State
Portland
33 jobs found
23.11.2024
JPM
JPMorgan JP Morgan Wealth Management - Private Client Advisor Portlan... United States, Oregon, Portland
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...
Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to...
Champion a culture of innovation and a customer centric mindset. Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships. Find ways to further efficiency...
Delivers an exceptional customer experience by acting with a customer-first attitude. Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships,...
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...
Develop a community outreach and engagement program that builds community relationships with proven ability to make business development sales calls (70% external, 30% internal). Leverage national community playbook (i.e., activation...
Provide clients with white glove service by delivering a seamless client onboarding experience, owning inquiries from start to finish and completing servicing requests as needed. Support Relationship Managers in deepening...
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...
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