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Client Service Senior Manager jobs at Jpmorgan

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5,437 jobs found
18.09.2025
JPM

JPMorgan Servicing & Operations Product Manager- Payments - Vice Pres... United States, Florida, Tampa

Limitless High-tech career opportunities - Expoint
Description:

Job responsibilities
  • Develops a product strategy and product vision that delivers value to customers
  • Manages discovery efforts and market research to uncover customer solutions and integrate them into the product roadmap
  • Owns, maintains, and develops a product backlog that enables development to support the overall strategic roadmap and value proposition
  • Builds the framework and tracks the product's key success metrics such as cost, feature and functionality, risk posture, and reliability
  • Assist in developing and communicating the product vision and strategy for Merchant Services Servicing and Operations.
  • Support stakeholder engagement efforts to gather and prioritize product requirements, ensuring our solutions align with their needs and expectations.
  • Collaborate with internal teams regarding servicing tool related inquiries and feedback.
  • Contribute to defining and managing the product roadmap, ensuring alignment with company goals and customer needs.
  • Assist in conducting analysis and market research to identify opportunities for automation.
  • Monitor product performance and user feedback to support continuous improvement and innovation.
  • Help develop and deliver product training and documentation to ensure successful adoption and utilization of servicing and operations tools.
Required qualifications, capabilities, and skills
  • 5+ years of experience or equivalent expertise in product management or a relevant domain area
  • Advanced knowledge of the product development life cycle, design, and data analytics
  • Proven ability to lead product life cycle activities including discovery, ideation, strategic development, requirements definition, and value management
  • Bachelor’s degree in Business, Computer Science, or a related field.
  • 5+ years of experience in product management or a related field, preferably in the financial services or fintech industry.
  • Basic understanding of merchant services.
  • Demonstrated ability to support the launch and management of software products.
  • Strong analytical, problem-solving, and decision-making skills.
  • Excellent communication and interpersonal skills, with the ability to collaborate effectively with cross-functional teams and engage with clients.
  • Ability to thrive in a fast-paced, dynamic environment.
Preferred qualifications, capabilities, and skills
  • Demonstrated prior experience working in a highly matrixed, complex organization
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18.09.2025
JPM

JPMorgan JP Morgan Wealth Management - Private Client United States, Pennsylvania, Radnor Township

Limitless High-tech career opportunities - Expoint
Description:

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
  • 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 clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
  • Demonstrate a deep understanding of financial markets and sound business judgement
  • Exhibit unwavering integrity that points toward doing right by clients at every opportunity
  • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
  • Provide a holistic view of clients’ needs and financial coaching beyond investments
  • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
  • At least 2 years in a Financial Advisor role or equivalent financial services experience
  • Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
  • Demonstrated ability and commitment to goals-based planning and advice
  • A valid and active Series 7
  • A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
  • A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
  • Certified Financial Planning (CFP®) certification is preferred
  • Bachelor’s degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:

• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
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18.09.2025
JPM

JPMorgan Private Client Banker - Walnut Street Shadyside Branch Pitts... United States, Pennsylvania, Pittsburgh

Limitless High-tech career opportunities - Expoint
Description:

As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase’s affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.

Job responsibilities

  • 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 services for their needs
  • Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
  • Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
  • Adheres to policies, procedures, and regulatory banking requirements

Required qualifications, capabilities, and skills

  • Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
  • 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
  • Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
  • Compliance with Dodd Frank/Truth in Lending Act*
  • High school degree, GED, or foreign equivalent
  • Adherence to policies, procedures, and regulatory banking requirements
  • Ability to work branch hours, including weekends and some evenings

Preferred qualifications, capabilities, and skills

  • Excellent communication skills
  • College degree or military equivalent
  • Experience cultivating relationships with affluent clients
  • Strong team orientation with a commitment of long-term career with the firm

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:

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18.09.2025
JPM

JPMorgan JP Morgan Wealth Management - Private Client Advisor Miami F... United States, Florida, Miami

Limitless High-tech career opportunities - Expoint
Description:

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
  • 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 clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
  • Demonstrate a deep understanding of financial markets and sound business judgement
  • Exhibit unwavering integrity that points toward doing right by clients at every opportunity
  • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
  • Provide a holistic view of clients’ needs and financial coaching beyond investments
  • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
  • At least 2 years in a Financial Advisor role or equivalent financial services experience
  • Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
  • Demonstrated ability and commitment to goals-based planning and advice
  • A valid and active Series 7
  • A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
  • A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
  • Certified Financial Planning (CFP®) certification is preferred
  • Bachelor’s degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:

• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Expand
18.09.2025
JPM

JPMorgan Senior Lead Software Engineer - Java United States, New Jersey, Jersey City

Limitless High-tech career opportunities - Expoint
Description:
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts – helping clients achieve their financial goals.
Job Responsibilities
  • Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
  • Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
  • Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
  • Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions – introducing them to our team of experts to help achieve their financial goals.
  • Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
  • Ability to put clients first and exceed their expectations – delivering attentive and friendly service, creating a welcoming environment.
  • Ability to build trusted relationships – demonstrating genuine care and concern during interactions with clients.
  • Ability to engage clients – communicating clearly and politely to understand and help, anticipating client needs.
  • Ability to quickly and effectively resolve client issues with attention to detail – providing a consistent client experience.
  • Ability to elevate the client experience – working collaboratively as a team to deliver seamless service with care and sincerity.
  • Ability to quickly and accurately learn products, services, and procedures.
  • Client service experience or comparable experience.
  • High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
  • Strong desire and ability to influence, educate, and connect customers to technology solutions.
  • Cash handling experience.
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18.09.2025
JPM

JPMorgan Senior Threat Associate - Global Security United States, Arizona, Tempe

Limitless High-tech career opportunities - Expoint
Description:

As a Senior Threat Associate within Global Security, you will provide continued support to employees through partnership with other key cross-functional partners as required. You will utilize your strong technical skills to help enhance the global team's risk and controls initiatives. You will be aligned to a particular function within the Threat Management organization but will be available to support other functions based on business needs. Your primary role will be to provide support functions for escalated threat cases throughout their entire lifecycle, including information gathering, initial threat assessment, consultation of stakeholders, incorporation of mitigation strategies, continued monitoring, and regular reviews of persons of concern.

Job responsibilities

  • Actively respond, manage and maintain cases of all case-types to include report writing and record retention
  • Conduct witness interviews and provide assessments as required
  • Provide program support for other GS/TM partners (Global Intelligence, Insider Risk)
  • Serve as liaison support for cross-functional partners
  • Provide case support for peer TMs as needed and based on caseload/on-call support
  • Support the development of best practice documents and standard response protocols
  • Utilize internal databases to execute long-term monitoring of persons of concern
  • Leverage partnerships to continuously monitor persons of concern
  • Support data integrity, TM case metrics, and trends analysis
  • Leverage technical skills (Microsoft office suite, ServiceNow, ArcGIS, Sales Force, Pega, Tableau, Power Bi, etc.) to enhance teams operational excellence

Required qualifications, capabilities, and skills

  • 3+ years’ experience in a threat management, law enforcement, intelligence analysis, and/or corporate security role
  • BA or BS Degree in History, Criminal Justice, Intelligence, or Political Science or equivalent years of relevant experience
  • Proficiency in MS office suite
  • Ability to think quickly and make decisions while under pressure
  • Ability to work within a team environment and achieve buy-in from stakeholders
  • Strong communication skills
  • Strong organization skills
  • Available to travel 10%
  • Able to work extended hours to include nights, weekends, and on-call as needed
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18.09.2025
JPM

JPMorgan Strategic Analytics - Senior Associate United States, Delaware, Wilmington

Limitless High-tech career opportunities - Expoint
Description:

As a Strategic Analytics Senior Associate you will be responsible for the development and maintenance of acquisitions strategies across Consumer Card products. This includes data analysis, strategy development, financial evaluation, supporting strategy implementation. You will also be responsible for supporting key relationship with internal and external co-brand partners.

Job Responsibilities:

  • Develop and maintain periodic analytics to provide management with full insight into emerging trends and the quality of the originated accounts
  • Attain a detailed understanding of key performance metrics and profitability drivers, enabling the delivery of insights encompassing the full account lifecycle
  • Facilitate monthly and quarterly co-brand partner presentations with internal and external senior leaders to share findings and recommendations
  • Acquire a strong understanding of the operational processes which will aid in understanding acquisition performance drivers
  • Conduct ad hoc analytics and contribute to various projects representing Risk Management
  • Lead development of strategy changes and partner with technical groups to develop requirements for changes to rules engines and automated strategies
  • Assist with regulatory and internal audits or exams

Required qualifications, capabilities and skills:

  • Bachelor's degree in a quantitative discipline from an accredited college/university required
  • 4+ years of analytics experience preferably in financial services or consulting
  • Ability to logically structure analyses using strong analytical, interpretive and problem solving skills
  • Ability to translate complex analysis into concise presentations with clear recommendations and action items
  • Strong project management skills and attention to detail to deliver new strategies with strong testing and tracking focus
  • Excellent communication and interpersonal skills
  • Strong SQL and Python coding skills, Excel, Microsoft PowerPoint and Tableau skills
Expand
Limitless High-tech career opportunities - Expoint
Description:

Job responsibilities
  • Develops a product strategy and product vision that delivers value to customers
  • Manages discovery efforts and market research to uncover customer solutions and integrate them into the product roadmap
  • Owns, maintains, and develops a product backlog that enables development to support the overall strategic roadmap and value proposition
  • Builds the framework and tracks the product's key success metrics such as cost, feature and functionality, risk posture, and reliability
  • Assist in developing and communicating the product vision and strategy for Merchant Services Servicing and Operations.
  • Support stakeholder engagement efforts to gather and prioritize product requirements, ensuring our solutions align with their needs and expectations.
  • Collaborate with internal teams regarding servicing tool related inquiries and feedback.
  • Contribute to defining and managing the product roadmap, ensuring alignment with company goals and customer needs.
  • Assist in conducting analysis and market research to identify opportunities for automation.
  • Monitor product performance and user feedback to support continuous improvement and innovation.
  • Help develop and deliver product training and documentation to ensure successful adoption and utilization of servicing and operations tools.
Required qualifications, capabilities, and skills
  • 5+ years of experience or equivalent expertise in product management or a relevant domain area
  • Advanced knowledge of the product development life cycle, design, and data analytics
  • Proven ability to lead product life cycle activities including discovery, ideation, strategic development, requirements definition, and value management
  • Bachelor’s degree in Business, Computer Science, or a related field.
  • 5+ years of experience in product management or a related field, preferably in the financial services or fintech industry.
  • Basic understanding of merchant services.
  • Demonstrated ability to support the launch and management of software products.
  • Strong analytical, problem-solving, and decision-making skills.
  • Excellent communication and interpersonal skills, with the ability to collaborate effectively with cross-functional teams and engage with clients.
  • Ability to thrive in a fast-paced, dynamic environment.
Preferred qualifications, capabilities, and skills
  • Demonstrated prior experience working in a highly matrixed, complex organization
Expand
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