Us Private Bank- Client Center Analyst jobs at Jpmorgan in United States, Seattle
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13 jobs found
04.02.2025
JPM
JPMorgan US Private Bank- Client Center Analyst United States, Washington, Seattle
Manage the Client Center reservation books, including reporting and metrics. Oversee Client Center’s daily meetings and events. Implement, develop and follow Client Center protocols for all client meetings (meet and...
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...
Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. Generate business results and acquire...
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...
Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. Generate business results and acquire...
Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. Generate business results and acquire...
Consult on and execute brokerage trades, including: advising the client on trade execution, placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account...
Manage the Client Center reservation books, including reporting and metrics. Oversee Client Center’s daily meetings and events. Implement, develop and follow Client Center protocols for all client meetings (meet and...
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