דרושים Account Specialist Ii ב-גיי פי מורגן ב-United States, San Antonio
JPMorgan Fraud Specialist Bilingual English Spanish Required United States, Texas, San Antonio
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As a Specialist I in Fraud at JPMorganChase, you will be the first point of contact for our clients, providing exceptional customer service for various financial products. Your role involves handling inbound calls, building strong customer relationships, and offering innovative solutions to meet client needs. You'll thrive in a fast-paced call center environment, leveraging your communication, multitasking, and results-oriented skills. You will be working within a well-defined framework, performing routine tasks and following established procedures, with any non-standard issues referred to your supervisor.
Job responsibilities
- Manages a high volume of inbound calls (potentially over 100 daily), delivering comprehensive support for financial products
- Utilizes customer service expertise to interpret needs and deliver continuous insights
- Navigates multiple computer systems with efficiency, demonstrating adaptability and resilience
- Excels both independently and collaboratively, driving team success and achieving goals
- Follows all regulatory and departmental practices and procedures diligently
- Takes ownership of each customer interaction while treating them with respect and responding with empathy
- Reading and speaking in both Spanish and English fluently is required for this role
- Communication, information gathering, and decision-making skills
- Customer interaction and support skills with at least 1 year of experience in phone or face-to-face settings, while being able to multitask with computer systems and work accurately
- Ability to manage complex customer interactions using empathy, composure, and sound judgment
- Ability to adjust to new situations and effectively navigate different cultural contexts and workplace environments
- Adaptability and efficiency in fast-paced, dynamic, and results-driven environments
- Ability to solve problems and effectively present and explain solutions
- Ability to learn products and systems quickly, embrace challenges as opportunities, and actively seek feedback to improve performance and achieve goals
- Proficient computer literacy skills, with experience in using technology to solve problems and communicate in a professional setting
- High school diploma or GED required
- Developing ability to use data to understand issues and opportunities
- Developing skills in using AI technology for automation and prompt writing
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JPMorgan Private Client Experience Specialist - South Coastal United States, California, San Diego
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Job Responsibilities
- 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 client relationships by taking client inquiry calls, assisting with analyzing client’s banking relationship and conducting business calls with Relationship Managers.
- Develop expertise in deposit products to assist clients with day-to-day banking needs including identifying banking solutions for clients, preparing deposit sales presentations and knowing and verifying the identity of clients.
- Manage the lending process by completing with loan application with clients, quoting rates, or sending pre-approval letters.
- Assist Relationship Managers with marketing activities such as sending JPMorgan approved client gifts, coordinating open houses or inviting clients to events.
- Leverage product knowledge and utilize every interaction to uncovering opportunities for deepening client wallet share and raising to the aligned Relationship Manager
Required Qualifications, Capabilities, and Skills
- A minimum of two years of financial services experience.
- Demonstrated experience delivering exceptional client service to an affluent client base.
Preferred Qualifications, Capabilities, and Skills
- A bachelor’s degree
- Experience cultivating relationships through delivering Deposit Banking, Home or Business lending needs.
This role will report in the office on a hybrid schedule.
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Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: x
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JPMorgan JP Morgan Wealth Management - Executive Director Client Spec... United States, California, San Francisco
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As a Client Specialist within J.P. Morgan Wealth Management, you will focus on addressing the wealth needs of High Net Worth and Ultra High Net Worth team members and institutions. You will market and sell JPMorgan Chase wealth management services, source new business, and collaborate with a team of professionals to provide high level advice and counsel. You will also keep abreast of trends and strategies in wealth management and engage with other advisors on client engagement efforts. Your new business generation will come from three primary sources:
- Bank-referred opportunities
- Your own business development efforts
- Existing wealth clients
When working with bankers you will serve as the lead wealth partner. You will help identify the banker’s best wealth management prospects, uncover the prospect’s financial needs and objectives, and recommend appropriate wealth management solutions.
• the banker that manages the overall bank relationship with the client
• the Client Specialist, who initially helps determine the appropriate wealth solutions for the client and may serve as an ongoing resource to clients
• a Wealth Manager that acts as the day-to-day manager of the client’s investment assets
• a Financial Planner for certain clients
• an Insurance Specialist for certain clients
• a Trust Officer in instances where we deliver trust services to the client
Job Responsibilities
- Collaborate with bankers to identify and prioritize prospects for private wealth management services.
- Establish credibility and build confidence as a trusted Client Specialist with bankers, prospects, and clients.
- Deliver initial wealth management counsel to prospects based on their specific situation.
- Recommend customized wealth solutions and the right team of advisors to manage the client’s portfolio and serve their wealth needs.
- Effectively advance opportunities presented to you through a focused sales process.
- Generate new assets under management through the bank’s existing lending relationships and through self-sourcing new relationships.
- Keep abreast of trends and strategies in wealth management.
- Engage with JP Morgan Wealth Management (primarily Case Wealth Management) advisors on client engagement efforts.
- Partner with Chase Wealth Management advisors to understand their existing clients who have significant external assets, strategize on addressing clients’ complex needs, and help uncover and consolidate clients’ external assets.
Required qualifications, capabilities, and skills
- College graduate with 7+ years of industry experience and holds the series 7 and 63 licenses.
- Proven ability to effectively market and sell wealth management products and services to HNW and UHNW individuals and institutions.
- A sound knowledge base of investing, trust and estates, financial planning, insurance, alternative investments, tax considerations, and other related areas.
- A self-confident, proactive professional with the maturity necessary to work autonomously and with people of all levels in the organization.
- Excellent communication and presentation skills, both written and verbal.
- A professional of unquestionable integrity, credibility and character who demonstrates high moral and ethical behavior.
Preferred qualifications, capabilities, and skills
- An advanced degree such as an MBA or equivalent.
- CFP or CFA designation.
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JPMorgan JP Morgan Wealth Management - Executive Director Client Spec... United States, California, San Diego
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As a Client Specialist within J.P. Morgan Wealth Management, you will focus on addressing the wealth needs of High Net Worth and Ultra High Net Worth team members and institutions. You will market and sell JPMorgan Chase wealth management services, source new business, and collaborate with a team of professionals to provide high level advice and counsel. You will also keep abreast of trends and strategies in wealth management and engage with other advisors on client engagement efforts. Your new business generation will come from three primary sources:
- Bank-referred opportunities
- Your own business development efforts
- Existing wealth clients
When working with bankers you will serve as the lead wealth partner. You will help identify the banker’s best wealth management prospects, uncover the prospect’s financial needs and objectives, and recommend appropriate wealth management solutions.
The team that works with our clients generally consists of:
- The banker that manages the overall bank relationship with the client
- The Client Specialist, who initially helps determine the appropriate wealth solutions for the client and may serve as an ongoing resource to clients
- Wealth Manager that acts as the day-to-day manager of the client’s investment assets
- A Financial Planner for certain clients
- An Insurance Specialist for certain clients
- A Trust Officer in instances where we deliver trust services to the client
Job Responsibilities
- Collaborate with bankers to identify and prioritize prospects for private wealth management services.
- Establish credibility and build confidence as a trusted Client Specialist with bankers, prospects, and clients.
- Deliver initial wealth management counsel to prospects based on their specific situation.
- Recommend customized wealth solutions and the right team of advisors to manage the client’s portfolio and serve their wealth needs.
- Effectively advance opportunities presented to you through a focused sales process.
- Generate new assets under management through the bank’s existing lending relationships and through self-sourcing new relationships.
- Keep abreast of trends and strategies in wealth management.
- Engage with JP Morgan Wealth Management (primarily Case Wealth Management) advisors on client engagement efforts.
- Partner with Chase Wealth Management advisors to understand their existing clients who have significant external assets, strategize on addressing clients’ complex needs, and help uncover and consolidate clients’ external assets.
Required qualifications, capabilities, and skills
- College graduate with 7+ years of industry experience and holds the series 7 and 63 licenses.
- Proven ability to effectively market and sell wealth management products and services to HNW and UHNW individuals and institutions.
- A sound knowledge base of investing, trust and estates, financial planning, insurance, alternative investments, tax considerations, and other related areas.
- A self-confident, proactive professional with the maturity necessary to work autonomously and with people of all levels in the organization.
- Excellent communication and presentation skills, both written and verbal.
- A professional of unquestionable integrity, credibility and character who demonstrates high moral and ethical behavior.
Preferred qualifications, capabilities, and skills
- An advanced degree such as an MBA or equivalent.
- CFP or CFA designation.
These jobs might be a good fit
JPMorgan Retail Fraud Specialist Bilingual English Spanish Required W... United States, Texas, San Antonio
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Job responsibilities
- Executes software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems
- Creates secure and high-quality production code and maintains algorithms that run synchronously with appropriate systems
- Produces architecture and design artifacts for complex applications while being accountable for ensuring design constraints are met by software code development
- Gathers, analyzes, synthesizes, and develops visualizations and reporting from large, diverse data sets in service of continuous improvement of software applications and systems
- Proactively identifies hidden problems and patterns in data and uses these insights to drive improvements to coding hygiene and system architecture
Contributes to software engineering communities of practice and events that explore new and emerging technologies
Required qualifications, capabilities, and skills
- Formal training or certification on software engineering concepts and 3+ years applied experience
- Hands-on practical experience in system design, application development, testing, and operational stability
- Experience in developing, debugging, and maintaining code in a large corporate environment with one or more modern programming languages and database querying languages
- Ability to analyze complex systems, conduct failure analysis/root cause analysis, and develop and maintain technical engineering
documentation and experience with highly scalable systems, release management, software configuration, design, development, and implementation. - Expertise in DevOps processes within a Cloud/SaaS environment (AWS), service-oriented architecture, web services/API, and modern software languages, with familiarity in Agile and lean methodologies
- Experience in Site Reliability Engineering (SRE) practices, including monitoring, incident response, and system reliability with proficiency in CI/CD tools such as Jenkins, GitHub, Terraform, Container Registry, etc.
- Hands on experience and strong knowledge in python and integrating with python based applications
- Strong Understanding and hands on experience on AWS Lambda, Glue, IAM, KMS, API Gateways, SNS, SQS, Step functions, Event Bridge, EC2, ECS, Load Balancers & Skills in performance and cost optimization of AWS services.
Preferred qualifications, capabilities, and skills
- Familiarity with modern front-end technologies
- Exposure to cloud technologies
- Knowledge on Analytical App development: REACT / JavaScript / CS
- Experience having been a technical lead/mentor for a team
- Must have an experience working in a team, and ability to tackle design and functionality problems independently with little to no oversight
- Strong written and oral communication skills; ability to communicate effectively with all levels of management and partners from a variety of business functions
These jobs might be a good fit
JPMorgan Fraud Specialist Bilingual English Spanish Required United States, Texas, San Antonio
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As a Specialist I in Fraud at JPMorganChase, you will be the first point of contact for our clients, providing exceptional customer service for various financial products. Your role involves handling inbound calls, building strong customer relationships, and offering innovative solutions to meet client needs. You'll thrive in a fast-paced call center environment, leveraging your communication, multitasking, and results-oriented skills. You will be working within a well-defined framework, performing routine tasks and following established procedures, with any non-standard issues referred to your supervisor.
Job responsibilities
- Manages a high volume of inbound calls (potentially over 100 daily), delivering comprehensive support for financial products
- Utilizes customer service expertise to interpret needs and deliver continuous insights
- Navigates multiple computer systems with efficiency, demonstrating adaptability and resilience
- Excels both independently and collaboratively, driving team success and achieving goals
- Follows all regulatory and departmental practices and procedures diligently
- Takes ownership of each customer interaction while treating them with respect and responding with empathy
- Reading and speaking in both Spanish and English fluently is required for this role
- Communication, information gathering, and decision-making skills
- Customer interaction and support skills with at least 1 year of experience in phone or face-to-face settings, while being able to multitask with computer systems and work accurately
- Ability to manage complex customer interactions using empathy, composure, and sound judgment
- Ability to adjust to new situations and effectively navigate different cultural contexts and workplace environments
- Adaptability and efficiency in fast-paced, dynamic, and results-driven environments
- Ability to solve problems and effectively present and explain solutions
- Ability to learn products and systems quickly, embrace challenges as opportunities, and actively seek feedback to improve performance and achieve goals
- Proficient computer literacy skills, with experience in using technology to solve problems and communicate in a professional setting
- High school diploma or GED required
- Developing ability to use data to understand issues and opportunities
- Developing skills in using AI technology for automation and prompt writing
These jobs might be a good fit
JPMorgan Retail Fraud Specialist Bilingual English Spanish Required W... United States, Texas, San Antonio
Share
As a Specialist I in Fraud at JPMorganChase, you will be the first point of contact for our clients, providing exceptional customer service for various financial products. Your role involves handling inbound calls, building strong customer relationships, and offering innovative solutions to meet client needs. You'll thrive in a fast-paced call center environment, leveraging your communication, multitasking, and results-oriented skills. You will be working within a well-defined framework, performing routine tasks and following established procedures, with any non-standard issues referred to your supervisor.
Job responsibilities
- Manages a high volume of inbound calls (potentially over 100 daily), delivering comprehensive support for financial products
- Utilizes customer service expertise to interpret needs and deliver continuous insights
- Navigates multiple computer systems with efficiency, demonstrating adaptability and resilience
- Excels both independently and collaboratively, driving team success and achieving goals
- Follows all regulatory and departmental practices and procedures diligently
- Takes ownership of each customer interaction while treating them with respect and responding with empathy
- Reading and speaking in both Spanish and English fluently is required for this role
- Communication, information gathering, and decision-making skills
- Customer interaction and support skills with at least 1 year of experience in phone or face-to-face settings, while being able to multitask with computer systems and work accurately
- Ability to manage complex customer interactions using empathy, composure, and sound judgment
- Ability to adjust to new situations and effectively navigate different cultural contexts and workplace environments
- Adaptability and efficiency in fast-paced, dynamic, and results-driven environments
- Ability to solve problems and effectively present and explain solutions
- Ability to learn products and systems quickly, embrace challenges as opportunities, and actively seek feedback to improve performance and achieve goals
- Proficient computer literacy skills, with experience in using technology to solve problems and communicate in a professional setting
- High school diploma or GED required
- Developing ability to use data to understand issues and opportunities
- Developing skills in using AI technology for automation and prompt writing
These jobs might be a good fit
Share
As a Specialist I in Fraud at JPMorganChase, you will be the first point of contact for our clients, providing exceptional customer service for various financial products. Your role involves handling inbound calls, building strong customer relationships, and offering innovative solutions to meet client needs. You'll thrive in a fast-paced call center environment, leveraging your communication, multitasking, and results-oriented skills. You will be working within a well-defined framework, performing routine tasks and following established procedures, with any non-standard issues referred to your supervisor.
Job responsibilities
- Manages a high volume of inbound calls (potentially over 100 daily), delivering comprehensive support for financial products
- Utilizes customer service expertise to interpret needs and deliver continuous insights
- Navigates multiple computer systems with efficiency, demonstrating adaptability and resilience
- Excels both independently and collaboratively, driving team success and achieving goals
- Follows all regulatory and departmental practices and procedures diligently
- Takes ownership of each customer interaction while treating them with respect and responding with empathy
- Reading and speaking in both Spanish and English fluently is required for this role
- Communication, information gathering, and decision-making skills
- Customer interaction and support skills with at least 1 year of experience in phone or face-to-face settings, while being able to multitask with computer systems and work accurately
- Ability to manage complex customer interactions using empathy, composure, and sound judgment
- Ability to adjust to new situations and effectively navigate different cultural contexts and workplace environments
- Adaptability and efficiency in fast-paced, dynamic, and results-driven environments
- Ability to solve problems and effectively present and explain solutions
- Ability to learn products and systems quickly, embrace challenges as opportunities, and actively seek feedback to improve performance and achieve goals
- Proficient computer literacy skills, with experience in using technology to solve problems and communicate in a professional setting
- High school diploma or GED required
- Developing ability to use data to understand issues and opportunities
- Developing skills in using AI technology for automation and prompt writing
These jobs might be a good fit
