Public Finance Associate – Western Region - jobs at Jpmorgan in United States, San Francisco
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JPM
JPMorgan JP Morgan Advisors - Senior Client Associate San Francisco C... United States, California, San Francisco
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...
Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings. Helps...
Demonstrate ability to build a brand within your market that represents the Technology Industry group at JP Morgan as the “Leading Innovation Economy bank serving the best and most diverse...
Develop customized financial models using Excel to develop customized bond financing structures. Utilize industry-approved third-party programs (DBC) to prepare bond structures. Perform credit and debt capacity analyses for specific credits...
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 drive efficiency with existing...
Provide subject matter expertise, confirm scope, products, and services. Assist with client call preparation by creating relationship review materials, account plans, and conducting customer research. Coordinate with Sales and implementation...
Focus on the support and delivery of value added solutions to clients and prospects, helping them reach their goals and maximize revenues over the life of the relationship. Help foster...
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...
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