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JPM
JPMorgan US Private Bank - Investment Specialist- Associate United States, New York, New York
Provide leverage to the Senior Banker on daily client priorities. Support the Senior Banker during the sales process and ongoing client management, which includes reviewing and building pitch books, coordinating...
Manages a high volume of inbound/outbound Collections calls (potentially over 100 daily), delivering comprehensive support for financial products. Utilizes customer service expertise to interpret needs and deliver continuous insights. Navigates...
Manage, retain and deepen a portfolio of approximately 100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage...
Devote yourself to ensuring customer satisfaction. Deal with customer complaints in a sensible manner by showing empathy and a pleasant attitude to show our commitment to excellent customer service and...
Perform time-sensitive reviews of Offering Memorandum for compliance with applicable banking laws, rules, and regulations. Review NDAs relating to CIO proposed investments to ensure compliance with CIO Legal’s internal policies...
Be a member of a call center team that interacts and provides service customers for Auto Originations. Provide direction, solutions, and guidance to customers seeking to make a vehicle purchase...
Maintain complex and detailed calendars. Screen incoming calls and determine the level of priority, while using caution in dispensing information. Manage the coordination and logistics of both internal and external...
Provide leverage to the Senior Banker on daily client priorities. Support the Senior Banker during the sales process and ongoing client management, which includes reviewing and building pitch books, coordinating...
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