Jp Morgan Wealth Management- Client Service Leader jobs at Jpmorgan in United States, Tempe
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Company (1)
Job type
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Job title (1)
United States
State
Tempe
33 jobs found
11.06.2025
JPM
JPMorgan JP Morgan Wealth Management - Vice President United States, Arizona, Tempe
Review next-day trades to ensure compliance with FINRA rules and industry regulations. Evaluate and document trades flagged as exceptions for suitability. Assess the suitability of select new accounts and products....
Lead our complex clients autonomously by delivering solutions to clients and upholding JP Morgan Chase standards and operating principles. Develop long term client relationships. Proactively work to determine service improvements...
Key advisor and proactive partner to the client, providing advice/consultation on decision making. Acts as proactive partner, reaching out to clients to assess progress, client satisfaction, and potential impediments to...
Manages a high volume of inbound calls (potentially over 100 daily), delivering comprehensive support for financial products. Utilizes customer service expertise to interpret needs and deliver continuous insights. Navigates multiple...
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...
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...
Lead our medium to complex clients autonomously by delivering solutions to clients and upholding JP Morgan Chase standards and operating principles. Develop long term client relationships. Proactively work to determine...
Review next-day trades to ensure compliance with FINRA rules and industry regulations. Evaluate and document trades flagged as exceptions for suitability. Assess the suitability of select new accounts and products....
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