Carry out day-to-day portfolio management tasks, including but not limited to portfolio rebalance, trade execution, risk management and attribution analysis, and managing the fund product life cycle from launch to...
Acts as the standard bearer of Chase and creates a world-class customer experience. Educates clients on how to use our digital platforms to bank and invest when, where, and how...
Works with the Branch Manager to set the tone of the branch environment to provide an exceptional customer experience and a dynamic and engaging culture. Engages clients as they enter...
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...
Carry out day-to-day portfolio management tasks, including but not limited to portfolio rebalance, trade execution, risk management and attribution analysis, and managing the fund product life cycle from launch to...