Wealth Management Client Associate jobs

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LIQUIDITY AND ACCOUNT SOLUTIONS ESCROW CLIENT MANAGER-PAYMENTS- ASSOCIATE

Manage a seamless end-to-end ownership and understanding of assigned portfolio. Release all payments ensuring all policies and procedures are adhered to. Assign of Client Intermediary to each transaction and approve assigned accou...

CompanyJpmorgan Chase & Co
AddressJersey City, NJ
CategorySales/marketing
Salary$74,100 - $100,000 a year
Job typeFull-time
Date Posted a month ago See detail

Liquidity and Account Solutions Escrow Client Manager-Payments- Associate

Jpmorgan Chase & Co

Jersey City, NJ

$74,100 - $100,000 a year

Manage a seamless end-to-end ownership and understanding of assigned portfolio. Release all payments ensuring all policies and procedures are adhered to. Assign of Client Intermediary to each transaction and approve assigned accou...

Sr Associate, Client Relationship Manager

Otis

West Columbia, SC

$70.5K - $89.3K a year

Prospect, build, and maintain customer relationships, achieve or exceed sales objectives, and serve as technical sales consultant to customers in the assigned territory Responsible for improving customer satisfaction Retain and re...

Client Service Associate - Curo Wealth

Kestra Holdings

Reston, VA

Support client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation. Manage client needs regarding processing, service, and problem re...

Client Service Associate - Payments Escalation Manager - Bilingual Spanish Required

Jpmorgan Chase & Co

Tampa, FL

Serve as an escalation point of contact with strong product knowledge to the Payments Solution Center, Service, and other internal partners with a focus on JPMorgan Access.. Provide direct support to the JPMorgan Access Support H...