Client Associate jobs in United States, Florida, Tampa
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JPM
JPMorgan Senior Client Service Account Associate - Letters Credit United States, Florida, Tampa
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...
Process transaction Standby letter of credit/Bank Guarantees – issuance, amendments & payments including compliance screening for the relevant documents. Ensure accountability that the unit complies with the JPMC risk &...
Provide compliance support to the Consumer Bank Product and Marketing teams;. Partner with the assigned line of business, Risk, Audit, Legal and Control partners to evaluate and confirm that sound...
Act as primary contact for the client, regulatory bodies and external auditors for the financial statements and participate in regular service reviews meetings as required. Control of onshore review and...
Plan, execute and document audit reports, including risk assessments, audit planning, audit testing, control evaluation, report drafting and follow-up and verification of issue closure while ensuring audits are completed timely...
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...
People Management. Daily, weekly, monthly and ad-hoc reporting. Document and package status updates and proposals to senior management. Perform data analytics, data mining, predictive analytics, and problem solving. Develop and...
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...
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