Wealth Management Client Onboarding Team Lead jobs at Jpmorgan in United States, Tempe
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Job type
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Job title (1)
United States
State
Tempe
33 jobs found
20.07.2024
JPM
JPMorgan Wealth Management Client Onboarding Team Lead United States, Arizona, Tempe
Act as a subject matter expert on AML/KYC, Account Opening and Maintenance functions. Build relationships and work closely with key business stakeholders, Regional Market Managers, Legal, Compliance, Business Management, Product...
A strong sense of ownership, responsibility and sense of urgencyDrives results through leadership, people, communication and influenceComfortable with change, ambiguity, debate, conflict and informed risk taking. Exercises independent judgment and...
A strong sense of ownership, responsibility and sense of urgencyDrives results through leadership, people, communication and influenceComfortable with change, ambiguity, debate, conflict and informed risk taking. Exercises independent judgment and...
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...
If you believe that financial advising should feel like a personal relationship with a trusted partner for your clients and want top tier technology and support to assist in building...
Anticipate and manage work volumes, adhering to established policies and deadlines. Collaborate with stakeholders to effectively resolve client issues / escalations. Analyze and interpret client data to identify trends and...
Lead your assigned book of clients autonomously by delivering solutions and upholding JP Morgan Chase standards and operating principles. Develop long term client relationships. Proactively work to determine service improvements...
Act as a subject matter expert on AML/KYC, Account Opening and Maintenance functions. Build relationships and work closely with key business stakeholders, Regional Market Managers, Legal, Compliance, Business Management, Product...
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