Client Experience Specialist - Palm Beach Fl jobs at Jpmorgan
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Be responsible for providing 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...
Develop new and manage existing client relationships, providing exceptional service that exceeds expectations. Look for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person...
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...
Advise on portfolio construction including overall asset allocation, tactical shifts and security selection and perform client portfolio reviews on a regular basis in conjunction with or by direction of the...
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...
Shares the value of Chase Private Client with clients that may be eligible. Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and...
Be responsible for providing 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...
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