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JOB DESCRIPTION
Chubb is seeking a Senior Underwriter to join our Southwest public company underwriting team.
The ideal Underwriter will have experience handling financial lines products for public and/or private companies.
Key Accountability:
This role will play a critical role in the growth and profitability of a large, complex book of public company business.
The Senior Underwriter will handle new and renewal business, maintain and develop broker/agent relations and collaborate with Chubb retail branches for purposes of business and market development.
Major Job Functions:
* Utilizes appropriate skills and tools to underwrite large, complex new and renewal business.
Conducts in-depth underwriting research and analysis - including company operations, financials, loss trends, and emerging risks - to determine the best course of action on a risk specific basis.
* Develops and executes effective strategies to generate profitable business growth.
Collaborates with branch, peers and Financial Lines management on new business and retention opportunities.
* Serves as the point person for managing assigned key account relationships and expectations.
Maintains a high level of visibility through proactive account management, communication and visitation.
* Prospects and markets for new business, drives account rounding and identifies cross-selling and alliance opportunities.
* Maintains underwriting quality standards.
Includes appropriate file documentation relating to final underwriting decision.
* Supports and collaborates on branch agency management activities, including agency analysis, planning, goal setting, education and market engagement as well as branch sales and marketing initiatives.
Develops and/or participates in agent education events including CE courses and product fairs.
* Manages assigned broker/agency relationships and expectations.
Leads and/or participates in agency analysis and planning.
Develops and executes an effective agency strategy to grow the business.
Critical Competencies:
* Underwriting Acumen: Demonstrates deep technical knowledge of Financial Lines products, competitors and marketplace.
Exhibits rigor and expertise in underwriting large, complex Management Liability risks.
* Account Management: Demonstrated ability to build strong key account relationships and manage customer expectations in changing market conditions.
Proven track record promoting business retention and profitable growth.
* Deal-Making and Negotiation: Proven ability to find creative solutions that insureds and producers need while adhering to company/ Financial Lines underwriting strategies.
* Sales and Marketing: Working knowledge of Financial Lines products and marketplace.
Demonstrated ability to market and sell Chubb's differentiated, value-added coverage and service advantages.
Proven prospecting skills and effective use of Financial Lines sales and marketing tools.
* Agency Manag...
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Type: Permanent Location: Denver, US-CO
Salary / Rate: Not Specified
Posted: 2025-10-12 08:12:36
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JOB DESCRIPTION
Meaders & Alfaro, House Counsel for Chubb, is currently seeking a Paralegal to support the House Counsel team in Houston, TX.
The Paralegal position will provide litigation support to his or her assigned attorneys.
* Drive discovery process (draft and serve discovery demands and responses) with guidance and supervision of assigned attorney ensuring full and timely compliance with demands/orders and adversaries' compliance with our demands/orders.
* Draft various pleadings, discovery and procedural motions for review by assigned attorney.
Prepare cases for trial.
Conduct basic legal research e.g.
statutes and medical conditions.
* Draft requests/subpoenas to medical records service providers and monitor vendor for responses.
* Assist with Hearing/ Deposition/ Mediation/ Trial preparation including binders and submissions to court.
* Communicate professionally and effectively with all staff, claim personnel, clients, court personnel and opposing counsel.
* Prioritize all assigned work and complete assignments by requested due date ensuring that all documents are filed and served accurately and timely.
* Keep abreast of all applicable court rules and House Counsel procedures.
Develop proficiency in legal/business writing.
* Prepare and finalize court filings and e-file when available.
QUALIFICATIONS
*
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law.
Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees.
Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.
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Type: Permanent Location: Houston, US-TX
Salary / Rate: Not Specified
Posted: 2025-10-12 08:12:36
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JOB DESCRIPTION
Job Title: Personal Lines Account Associate
Department: Chubb Insurance Solutions Agency (CISA)
Key Responsibilities:
* Accurately and efficiently process incoming endorsement requests.
* Monitor and follow up on open underwriting items and correspondence to ensure timely resolution.
* Track and follow up on home appraisals to ensure adherence to critical recommendations.
* Maintain thorough and accurate records of all communications in the agency management system.
* Provide exceptional service by answering incoming calls during peak call volumes.
* Work closely with the sales team to achieve department sales goals and contribute to overall team success.
* Effectively manage multiple responsibilities and prioritize tasks to meet business objectives.
* Ensure prompt and high-quality service delivery, meeting all Service Level Agreement (SLA) objectives.
* Manage email inbox.
Operational Excellence:
* Maintain accurate and up-to-date records of agent interactions, policy servicing activities, and account information within the agency management system (AMS).
* Adhere to established workflows, compliance requirements, and quality standards to ensure consistency and regulatory compliance.
* Recommend improvements to processes that enhance operational efficiency, productivity, and overall client satisfaction.
The pay range for the role is $45,000-$76,400.
The specific offer will depend on an applicant's skills and other factors.
This role may also be eligible to participate in a discretionary annual incentive program.
Chubb offers a comprehensive benefits package, more details on which can be found on our careers website.
The disclosed pay range estimate may be adjusted for the applicable geographic differential for the location in which the position is filled.
Why Join Us?
At Chubb Insurance Solutions Agency, you'll be part of a dedicated team that values innovation, collaboration, and professional growth.
We foster a supportive work environment where your contributions will make a meaningful impact.
If you're ready to advance your career and help us deliver exceptional service to our agents and clients, we encourage you to apply!
QUALIFICATIONS
Qualifications
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditio...
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Type: Permanent Location: Whitehouse Station, US-NJ
Salary / Rate: Not Specified
Posted: 2025-10-12 08:12:35
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JOB DESCRIPTION
Our Chubb Associate Program is a great starting point for individuals seeking an entry-level role in the insurance industry.
As a Chubb claims professional, you'll play a meaningful and collaborative role in helping clients, whether an individual or a business, recover when bad things happen.
When things are at their worst, claims team members are at their best.
This means Chubb claims professionals work with empathy, integrity, and our legendary attention to detail to make our clients whole.
Our Chubb Associate Claims roles offer growth opportunities and serve as a foundation for a career in insurance, while being supported by our experienced team members.
By joining the Chubb Associate Program, you will be part of a cohort of top early career talent who will participate in a robust, comprehensive technical and experiential learning journey.
Our two-year program is designed to accelerate your development, enhance your network, support you in reaching your career goals and enable you to contribute to the future success of Chubb.
As a Chubb Associate, you will be in a full-time position within Marine Claims, and you will experience:
* Challenging assignments and the opportunity to contribute to the results of a team.
* Collaborative learning and group assignments with your cohort to help gain broader organizational understanding.
* Technical training to develop an understanding of our industry and deepen your skill level within your chosen discipline.
* Personalized development opportunities to help your immersion into a professional work environment and support your career goals.
* Executive engagement allowing you the opportunity to network and learn from Chubb's thought leaders.
* Mentoring support from your manager and former Chubb Associates to help you navigate through professional situations.
QUALIFICATIONS
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law.
Performa...
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Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2025-10-12 08:12:35
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JOB DESCRIPTION
Chubb's Global End User Services (EUS) organization is relentlessly focused on driving and improving the end user experience globally thru technology programs, deliveries and innovative solutions.
With an extreme focus on the end user and a drive for excellence, the organization owns and oversees activities that support new ways of working to help improve productivity and simplify the technology experience.
We are looking for a Site Support Analyst to assist employees, new hires and contractors with technical issues related to their PC's, mobile devices, and peripherals.
The role holder will support hardware and software issues as well as upgrades related to desktop technology, will help develop, implement and enforce policies and procedures related to end user technology and will have excellent customer service skills and a positive attitude.
Key Responsibilities:
* Troubleshoot and remediate PC/peripheral/mobile device hardware and software issues and incidents related to internal and external applications including all Microsoft products.
* Support users in their use of printers, digital scanners, smart devices, meeting room scheduling and video conferencing technology
* Train and guide staff on hardware and software usage
* Ensure patch compliance for PCs
* Support of training and meeting room hardware as well as supporting users in scheduling and executing meetings and conference calls
* Process help desk tickets for employees and contractors
* Support end users both physically in the office as well as working remotely
* Configure and build hardware; install and configure software based on user service requests
* Document resolution to desktop issues, propose solutions to root cause problems
* Maintain hardware and surplus inventories and processes associated with receiving, processing, and tracking incoming and outgoing equipment
* Interact with 3rd party vendors to drive and resolve specific technical problems
* Respond to incidents by phone, chat or email in a timely manner
* Take ownership of role related tasks
* Manage new hire setups, including coordination and configuration of equipment
* Assist with new hire orientations and onboard new users from a technology perspective
* Demonstrate a high level of professionalism, interpersonal skills, and team-oriented attitude
* Demonstrate active listening skills with ability to act with sensitivity and empathize with end user's situation
* Document resolutions to desktop issues and propose solutions to root cause problems
* Identify opportunities to improve, automate, or simplify processes or systems
* Serve as a key contact and representative of IT for projects and initiatives such as:
+ Office Moves and Real Estate Initiatives
+ Hardware Refreshes
+ Major Software Roll Outs
+ Desktop Migrations
+ Security Implementations ...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-10-12 08:12:34
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JOB DESCRIPTION
Chubb's Global End User Services (EUS) organization is relentlessly focused on driving and improving the end user experience globally thru technology programs, deliveries and innovative solutions.
With an extreme focus on the end user and a drive for excellence, the organization owns and oversees activities that support new ways of working to help improve productivity and simplify the technology experience.
We are looking for a Senior Site Support Analyst to assist employees, new hires and contractors with technical issues related to their PC's, mobile devices, and peripherals.
The role holder will support hardware and software issues as well as upgrades related to desktop technology, will help develop, implement and enforce policies and procedures related to end user technology and will have excellent customer service skills and a positive attitude.
Key Responsibilities:
* Troubleshoot and remediate PC/peripheral/mobile device hardware and software issues and incidents related to internal and external applications including all Microsoft products.
* Support users in their use of printers, digital scanners, smart devices, meeting room scheduling and video conferencing technology
* Train and guide staff on hardware and software usage
* Ensure patch compliance for PCs
* Support of training and meeting room hardware as well as supporting users in scheduling and executing meetings and conference calls
* Process help desk tickets for employees and contractors
* Support end users both physically in the office as well as working remotely
* Configure and build hardware; install and configure software based on user service requests
* Document resolution to desktop issues, propose solutions to root cause problems
* Maintain hardware and surplus inventories and processes associated with receiving, processing, and tracking incoming and outgoing equipment
* Interact with 3rd party vendors to drive and resolve specific technical problems
* Respond to incidents by phone, chat or email in a timely manner
* Take ownership of role related tasks
* Manage new hire setups, including coordination and configuration of equipment
* Assist with new hire orientations and onboard new users from a technology perspective
* Demonstrate a high level of professionalism, interpersonal skills, and team-oriented attitude
* Demonstrate active listening skills with ability to act with sensitivity and empathize with end user's situation
* Document resolutions to desktop issues and propose solutions to root cause problems
* Identify opportunities to improve, automate, or simplify processes or systems
* Serve as a key contact and representative of IT for projects and initiatives such as:
+ Office Moves and Real Estate Initiatives
+ Hardware Refreshes
+ Major Software Roll Outs
+ Desktop Migrations
+ Security Implement...
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Type: Permanent Location: Chesapeake, US-VA
Salary / Rate: Not Specified
Posted: 2025-10-12 08:12:33
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JOB DESCRIPTION
Chubb's Global End User Services (EUS) organization is relentlessly focused on driving and improving the end user experience globally thru technology programs, deliveries and innovative solutions.
With an extreme focus on the end user and a drive for excellence, the organization owns and oversees activities that support new ways of working to help improve productivity and simplify the technology experience.
We are looking for a Site Support Analyst to assist employees, new hires and contractors with technical issues related to their PC's, mobile devices, and peripherals.
The role holder will support hardware and software issues as well as upgrades related to desktop technology, will help develop, implement and enforce policies and procedures related to end user technology and will have excellent customer service skills and a positive attitude.
Key Responsibilities:
* Troubleshoot and remediate PC/peripheral/mobile device hardware and software issues and incidents related to internal and external applications including all Microsoft products.
* Support users in their use of printers, digital scanners, smart devices, meeting room scheduling and video conferencing technology
* Train and guide staff on hardware and software usage
* Ensure patch compliance for PCs
* Support of training and meeting room hardware as well as supporting users in scheduling and executing meetings and conference calls
* Process help desk tickets for employees and contractors
* Support end users both physically in the office as well as working remotely
* Configure and build hardware; install and configure software based on user service requests
* Document resolution to desktop issues, propose solutions to root cause problems
* Maintain hardware and surplus inventories and processes associated with receiving, processing, and tracking incoming and outgoing equipment
* Interact with 3rd party vendors to drive and resolve specific technical problems
* Respond to incidents by phone, chat or email in a timely manner
* Take ownership of role related tasks
* Manage new hire setups, including coordination and configuration of equipment
* Assist with new hire orientations and onboard new users from a technology perspective
* Demonstrate a high level of professionalism, interpersonal skills, and team-oriented attitude
* Demonstrate active listening skills with ability to act with sensitivity and empathize with end user's situation
* Document resolutions to desktop issues and propose solutions to root cause problems
* Identify opportunities to improve, automate, or simplify processes or systems
* Serve as a key contact and representative of IT for projects and initiatives such as:
+ Office Moves and Real Estate Initiatives
+ Hardware Refreshes
+ Major Software Roll Outs
+ Desktop Migrations
+ Security Implementations ...
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Type: Permanent Location: Boston, US-MA
Salary / Rate: Not Specified
Posted: 2025-10-12 08:12:33
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JOB DESCRIPTION
Chubb's Global End User Services (EUS) organization is relentlessly focused on driving and improving the end user experience globally thru technology programs, deliveries and innovative solutions.
With an extreme focus on the end user and a drive for excellence, the organization owns and oversees activities that support new ways of working to help improve productivity and simplify the technology experience.
We are looking for a Site Support Analyst to assist employees, new hires and contractors with technical issues related to their PC's, mobile devices, and peripherals.
The role holder will support hardware and software issues as well as upgrades related to desktop technology, will help develop, implement and enforce policies and procedures related to end user technology and will have excellent customer service skills and a positive attitude.
Key Responsibilities:
* Troubleshoot and remediate PC/peripheral/mobile device hardware and software issues and incidents related to internal and external applications including all Microsoft products.
* Support users in their use of printers, digital scanners, smart devices, meeting room scheduling and video conferencing technology
* Train and guide staff on hardware and software usage
* Ensure patch compliance for PCs
* Support of training and meeting room hardware as well as supporting users in scheduling and executing meetings and conference calls
* Process help desk tickets for employees and contractors
* Support end users both physically in the office as well as working remotely
* Configure and build hardware; install and configure software based on user service requests
* Document resolution to desktop issues, propose solutions to root cause problems
* Maintain hardware and surplus inventories and processes associated with receiving, processing, and tracking incoming and outgoing equipment
* Interact with 3rd party vendors to drive and resolve specific technical problems
* Respond to incidents by phone, chat or email in a timely manner
* Take ownership of role related tasks
* Manage new hire setups, including coordination and configuration of equipment
* Assist with new hire orientations and onboard new users from a technology perspective
* Demonstrate a high level of professionalism, interpersonal skills, and team-oriented attitude
* Demonstrate active listening skills with ability to act with sensitivity and empathize with end user's situation
* Document resolutions to desktop issues and propose solutions to root cause problems
* Identify opportunities to improve, automate, or simplify processes or systems
* Serve as a key contact and representative of IT for projects and initiatives such as:
+ Office Moves and Real Estate Initiatives
+ Hardware Refreshes
+ Major Software Roll Outs
+ Desktop Migrations
+ Security Implementations ...
....Read more...
Type: Permanent Location: Simsbury, US-CT
Salary / Rate: Not Specified
Posted: 2025-10-12 08:12:32
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JOB DESCRIPTION
The Financial Institutions team is currently seeking an Underwriter to execute growth and underwriting strategies for the New York Region.
MAJOR DUTIES & RESPONSIBILITIES:
Responsibilities for the role include, but are not limited to:
* Fundamentals of coverage, terms and conditions.
Ability to offer coverage, terms and conditions which generate a profit for the Company while meeting the needs of the customers across a number of products which include:
+ Directors & Officers Liability
+ Professional Liability for Asset Managers and Funds (including hedge funds, private equity and venture capital)
+ Bankers Professional Liability
+ Insurance Company Professional Liability
+ Security Broker-Dealer Professional Liability
+ Employment Practices Liability
+ Fiduciary Liability
+ Fidelity
* Risk Assessment.
Performing risk analysis for Financial Institutions clients.
Ability to identify risk exposures, special or common hazards, and appropriate controls.
Ability to select risk based on exposure and risk analysis.
Ability to analyze claims and quantify losses.
* Financial proficiency.
Understanding of financial statements and ratios used in risk analysis.
Understanding of insurance financial fundamentals; impact of underwriting decisions on company assets.
Ability to understand credit risk.
* Actuarial fundamentals.
Ability to understand loss trends, loss triangles, and ratemaking.
Ability to quantify risk based on experience history and forecasting methods.
* Marketing and Communications.
Ability to sell and negotiate to achieve bottom line profitability for the Company.
Ability to make presentations and communicate articulately.
Ability to base communications on strategic thinking.
Ability to manage producer strategy and Cross-market with other groups who underwrite Chubb products for Financial Institutions in the New York Region
* Systems and programs.
Ability to use systems and software programs needed to conduct daily business.
QUALIFICATIONS
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-10-12 08:12:32
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JOB DESCRIPTION
Our Chubb Associate Program is a great starting point for individuals seeking an entry-level role in the insurance industry.
As an underwriting professional, you'll have the chance to use advanced tools to determine what risks Chubb can help cover.
You will be able to take difficult situations and exposures and help people and businesses face them with confidence.
At the end of each workday, you'll be able to take pride in helping deliver peace of mind to people and teams who really appreciate it! Our Chubb Associate Underwriting roles offer growth opportunities and serve as a foundation for a career in insurance, while being supported by our experienced team members.
By joining the Chubb Associate Program, you will be part of a cohort of top early career talent who will participate in a robust, comprehensive technical and experiential learning journey.
Our two-year program is designed to accelerate your development, enhance your network, support you in reaching your career goals and enable you to contribute to the future success of Chubb.
As a Chubb Associate, you will be in a full-time position within a specific line of business, and you will experience:
* Challenging assignments and the opportunity to contribute to the results of a team.
* Collaborative learning and group assignments with your cohort to help gain broader organizational understanding.
* Technical training to develop an understanding of our industry and deepen your skill level within your chosen discipline.
* Personalized development opportunities to help your immersion into a professional work environment and support your career goals.
* Executive engagement allowing you the opportunity to network and learn from Chubb's thought leaders.
* Mentoring support from your manager and former Chubb Associates to help you navigate through professional situations.
QUALIFICATIONS
* Bachelor's
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any o...
....Read more...
Type: Permanent Location: ALPHARETTA, US-GA
Salary / Rate: Not Specified
Posted: 2025-10-12 08:12:31
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JOB DESCRIPTION
This is not your average Claims role.
When you think of a job handling insurance claims, you may think about storm damage or auto accidents.
Or maybe a large stack of paper?
A career in Employment Practices Liability exposes you to emerging issues in the workplace that have been and remain at the center of national and global media.
Issues such as the Me Too movement, Racial Injustice and Covid.
In this paperless environment, you will use your analytical skills to resolve workplace claims.
We will teach you about Employment Law, contracts and claims.
You will use your influence skills and knowledge to partner with defense counsel and our insureds in resolving discrimination, harassment and other workplace related claims.
The work is interesting.
The environment is collaborative.
Our Claims Professionals in Employment Practices Liability enjoy the work they do and working with their peers that come from a variety of backgrounds (including Law Enforcement, Human Resources, other disciplines in Claims and Legal, to name a few) and bring different perspectives into the team.
Responsibilities after training include:
* Contribute to a collaborative environment by raising new ideas, demonstrating teamwork, high motivation, positive behavior and effort to achieve goals and objectives
* Complete accurate and timely coverage, liability and damage investigations and evaluations on complex Employment Practices Liability insurance policies
* Establish, document and execute appropriate strategies to bring early and cost-effective resolution to assigned claims
* Represent the company at meetings with management and business partners, as well as virtually or in person at mediations.
* Effectively utilize technology systems and tools to track and manage caseload in most efficient and effective manner.
* Build and maintain productive relationships with internal and external customers, including clients, underwriters and agents
* Consistently demonstrate sound claim handling practices by achieving compliance in areas including investigation, coverage, loss assessment, and case management
* Provide coaching and guidance to new claim examiners
Qualifications
* BA/BS College Degree Preferred.
JD is helpful, but not required
* 3 to 5 years experience in EPL or handling claims of a comparable complexity or working in a legal position
* Excellent verbal and written communication skills
* A personal commitment to superior performance that adds value to our company
* Strong interpersonal skills with the ability to interact and build relationships with all levels of internal and external contacts
* An aptitude for evaluating, analyzing, and interpreting technical information
* Sound decision making skills
* Proven ability to work independently as well as part of a team
* Must demonstrate a high level of initiative and leadership skills
* Excellent time manag...
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Type: Permanent Location: Simsbury, US-CT
Salary / Rate: Not Specified
Posted: 2025-10-12 08:12:31
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Are you a driven leader and syndicated loan expert ready to make a real impact? We're seeking a hardworking professional with 7-10 years of hands-on experience to lead a high-performing team in a fast-paced environment.
If you thrive under pressure, excel at building relationships, and are passionate about driving operational excellence while delivering innovative solutions for clients, this is the opportunity for you!
As a Syndicated Loan Transaction Coordination Manager within the Syndicated Loan Transaction Coordination team at JPMorganChase, you will lead a team responsible for managing complex syndicated and bilateral loans for the Corporate Investment and Commercial Banks.
You will drive operational excellence, foster a collaborative environment, and ensure alignment with the firm's strategic goals.
The Syndicated Loan Transaction Coordination team are experts in orchestrating and coordinating the deal execution lifecycle for Corporate Syndicated Loans.
Our coverage ranges from Middle Market to Investment Banking including Private Credit, and some of the largest, most high-profile Leveraged Buyouts (LBOs) in the industry.
As the single point of contact representing all of operations for our bankers, we drive the execution process and serve as the first line of defense in operational feasibility.
Our team is dedicated to delivering seamless, high-impact solutions that enable our business partners to succeed in a dynamic, fast-paced market.
Job Responsibilities:
* Manage, mentor, and empower a team of 5-10 Syndicated Loan Coordinators, fostering a culture of collaboration, growth, and success.
* Serve as the go-to subject matter expert for complex syndicated loan transactions, ensuring seamless execution and operational excellence.
* Cultivate strong relationships with key stakeholders across the firm, acting as a trusted ambassador for Transaction Coordination and Wholesale Lending Services (WLS).
* Oversee transaction closing mechanics, proactively resolve escalations, and ensure all requirements are met with precision.
* Promote a robust risk and control environment, ensuring strict adherence to regulatory standards.
* Represent WLS in business and risk forums, support audit cycles, and deliver insightful operational summaries.
* Anticipate client and stakeholder needs, deliver creative solutions, and lead projects and working groups to enhance performance and efficiency.
Required Qualifications, Capabilities, and Skills:
* Undergraduate degree and a minimum of 7 years of Syndicated Loan operational and coordination experience.
* Deep knowledge of syndicated loan products, credit agreements, deal structures, and loan funding mechanics.
* Proven ability to lead, motivate, and develop teams in a high-energy, fast-paced environment.
* Strong relationship-building skills and the ability to partner with senior management to drive solutions.
* Excellent communication skills, with...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-10-12 08:12:30
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Bring your expertise to JPMorgan.
As part of our loan closing Team, you will play a pivotal role in advancing the firm's affordable housing initiatives
The Agency Multifamily Lending - Loan Closer Senior Associate works with the originations teams throughout CRE to ensure a smooth process of multifamily agency loans, establish and maintain effective relations with internal business partners including sales, credit, loan servicing, legal counsels, and the GSE Agencies.
As a Closing Sr Associate on the OBS/Agency Lending team, your role is to ensure a ensure a smooth, timely closing and delivery of multifamily agency loans.
Provide excellent customer service and adhere to bank compliance and requirements.
Job responsibilities
* Manage closing and delivery of commercial real estate multifamily loans (GSE), primarily Fannie Mae and Freddie Mac, from application to post closing status
* Work closely with outside counsel, credit officers and bankers on various transactional matters to ensure that the anticipated time frames are met
* Ensure that the appropriate requirements are received and required approvals are obtained for the issuance of commitment letters and rate lock
* Review loan documents to ensure accuracy and compliance with Lender and Agency requirements
* Prepare and issue Commitment Letters, Prepare escrow analysis and Closing Statements in preparation of loan closing
* Work closely with counsel and credit teams on loan document negotiations and modifications
* Ensure all approvals and waivers are in place including insurance reviews and confirmation on payment of taxes
* Ensure compliance with bank policies, procedures and regulatory requirements are met
* Coordinate with outside counsel, title/escrow and closing partners to ensure timely funding on closing day
* Confirm loan information in systems and documents are accurate for loan servicing and boarding
* Prepare and submit the final data and upload the appropriate documents timely and accurately to ensure final settlement with the appropriate agency
Required qualifications, capabilities, and skills
* 3+ years of experience with closing and delivery of Fannie Mae and Freddie Mac multifamily loans.\"
* Knowledge of Fannie Mae and Freddie Mac applications.
* Ability to work as part of a team, interact, and collaborate.
* Ability to train and provide guidance to less experienced associates
* Strong analytical and problem-solving skills; ability to resolve issues with management guidance
* Demonstrated excellent attention to detail and accuracy
* Ability to work autonomously to manage time effectively and prioritize work appropriately to meet deadlines
* Strong business communication skills; able to write/speak clearly and professionally with a variety of stakeholders
* Demonstrated ability to establish credibility and rapport with internal and external stakeholders
* Proven abil...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-10-12 08:12:30
-
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* 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 services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act
*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As su...
....Read more...
Type: Permanent Location: Huntsville, US-AL
Salary / Rate: Not Specified
Posted: 2025-10-12 08:12:29
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We have an opportunity to impact your career and provide an adventure where you can push the limits of what's possible.
As a Lead Software Engineer at JPMorgan Chase within the Consumer & Community Bank - Global Banking Platform Team, you will play a crucial role in an agile team dedicated to enhancing, building, and delivering trusted, market-leading technology products with a focus on security, stability, and scalability.
Job responsibilities
* Executes creative software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems
* Develops secure high-quality production code, and reviews and debugs code written by others
* Identifies opportunities to eliminate or automate remediation of recurring issues to improve overall operational stability of software applications and systems
* Leads evaluation sessions with external vendors, startups, and internal teams to drive outcomes-oriented probing of architectural designs, technical credentials, and applicability for use within existing systems and information architecture
* Leads communities of practice across Software Engineering to drive awareness and use of new and leading-edge technologies
* Adds to team culture of diversity, opportunity, inclusion, and respect
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 5+ years applied experience
* Hands-on practical experience delivering system design, application development, testing, and operational stability
* Advanced in one or more programming language(s): Python, (Java), SQL
* Hands-on Microservices Architecture
* Proficiency in automation and continuous delivery methods
* Proficient in all aspects of the Software Development Life Cycle
* Advanced understanding of agile methodologies such as CI/CD, Application Resiliency, and Security
* Demonstrated proficiency in software applications and technical processes within a technical discipline (e.g., cloud, artificial intelligence, machine learning, mobile, etc.)
* In-depth banking experience with heavy banking product knowledge
* Practical cloud native experience
Preferred qualifications, capabilities, and skills
* Experience with Golang
* Experience with React
* Experience with Terraform
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set ...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-10-12 08:12:29
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: Huntsville, US-AL
Salary / Rate: Not Specified
Posted: 2025-10-12 08:12:28
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Park Ridge, US-IL
Salary / Rate: Not Specified
Posted: 2025-10-12 08:12:27
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Winnetka, US-IL
Salary / Rate: Not Specified
Posted: 2025-10-12 08:12:26
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Lake Zurich, US-IL
Salary / Rate: Not Specified
Posted: 2025-10-12 08:12:25
-
Bring your expertise to JPMorgan Chase.
As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient.
You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities.
Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As an Executive Director in the Model Risk Governance & Review (MRGR) group, you will be responsible for conducting model validation and governance through the model lifecycle.
In this role you and your team will help identify, measure, and mitigate Model Risk.
MRGR works closely with Risk, Finance, Control and Line Of Business (LOB) professionals to monitor model performance, review findings, and implement risk mitigating strategies.
As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient.
You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities.
Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
MRGR is a global team of modeling experts within the firm's Risk Management and Compliance organization.
The team is responsible for conducting independent model validation and model governance activities to help identify, measure, and mitigate Model Risk in the firm.
The objective is to ensure that models are fit for purpose, used appropriately within the business context for which have been approved, and that model users are aware of the model limitations and how they could impact business decisions.
Job Responsibilities:
* Lead the Model Risk Governance and Review (MRGR0 group for Asset and Wealth Management (AWM)
* Manage a team responsible for the validation and risk governance of all quantitative and qualitative models used across AWM.
* Supervise model validation, including model reviews and model risk measurement:
+ Model reviews: Evaluate conceptual soundness of model specification; assess the reasonableness of assumptions and reliability of inputs; ensure completeness of testing performed to support the correctness of the implementation; examine the robustness of numerical aspects; and check the suitability and comprehensiveness of performance metrics and risk measures associated with use of model.
+ Model risk measurement: Design experiments to measure the potential impact of model limitations, parameter estimation error or deviations from model assumptions; compare model outputs with empirical evidence and/or outputs from model benchmarks.
+ Stay informed about the latest developments in AW...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-10-12 08:12:24
-
Posting Description
As a Client Trainer, you will be responsible for developing and implementing tailored learning plans for our clients, ensuring a premier training experience.
This role will involve planning and coordinating all necessary technology, entitlement, and systemic requirements to meet the unique needs of each client.
you will facilitate virtual one-on-one client training sessions for newly on boarded clients and existing clients who will require customized session to learn multiple products and view their actual company files and data.
Additionally, you will conduct webinar trainings, which will be live facilitator-led web conferences attended by multiple clients.
Training delivery methods will primarily be conducted via Zoom, with an expectation of facilitating approximately 5-6, one-hour sessions per day.
Your expertise will ensure that clients received comprehensive and effective training, enhancing their understanding and utilization of our products and services.
Job Responsibilities
* Facilitate one-on-one and group client training sessions on our Treasury online platform, ensuring sessions are engaging and informative
* Ensure client questions are answered during training sessions, building confidence in platform usage
* Complete all online documentation within guidelines and according to the established SLAs
* Update systems of record to ensure clarity of actions for other areas assisting clients
* Assess and resolve issues quickly, escalating concerns when necessary and ensuring timely follow-up on unresolved inquiries
* Participate in project teams or process improvement initiatives to enhance training effectiveness
* Deliver training sessions in Portuguese for clients preferring instructions in Portuguese, demonstrating proficiency in both verbal and written Portuguese, including banking terminology
Required qualifications, capabilities, and skills
* Possess at least 1+ year of training delivery experience or demonstrate the ability to convey complex information in a simple and logical manner, such as through walkthroughs and test resolutions
* Exhibit strong level of attention to detail and ability to multitask while maintaining a strong customer focus
* Demonstrate strong business and cash management knowledge, along with product and process expertise
* Showcase excellent oral, written, and presentation skills
* Display excellent organizational and time management skills
* Proficient in managing and arranging appointments and meetings using a calendar, preferably with MS Outlook
* Capable of working independently with minimal supervision
* Demonstrated the ability to rapidly acquire and master proficiency in various internally developed desktop, web, and mobile applications
* Required proficiency in both English and Portuguese.
Preferred qualifications, capabilities, and skills
* Possess experience in delivering presentations wit...
....Read more...
Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2025-10-12 08:12:24
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Kenosha, US-WI
Salary / Rate: Not Specified
Posted: 2025-10-12 08:12:23
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: Indianapolis, US-IN
Salary / Rate: Not Specified
Posted: 2025-10-12 08:12:22
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Investment Associate in J.P.
Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management.
Job responsibilities
* Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
* Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
* Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
* Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
* Support business unit operational procedures and compliance requirements (e.g.
completion of required operational forms and documentation)
* Prioritize daily work, track progress for current work, and consistently meet deadlines
* Maintain and foster team culture
Required qualifications, capabilities, and skills
* A valid and active Series 7 license is required or may be obtained within a 120 day condition of employment
* If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
* A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P.
Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC.
Annuities are made available through Chase Insurance Agency, Inc.
(CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc.
in Florida.
JPMS, CIA and JPMorgan Chase Bank, N.A.
are affiliated companies under the common control of JPMorgan Chase & Co.
Products ...
....Read more...
Type: Permanent Location: Syracuse, US-NY
Salary / Rate: Not Specified
Posted: 2025-10-12 08:12:21
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Investment Associate in J.P.
Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management.
Job responsibilities
* Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
* Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
* Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
* Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
* Support business unit operational procedures and compliance requirements (e.g.
completion of required operational forms and documentation)
* Prioritize daily work, track progress for current work, and consistently meet deadlines
* Maintain and foster team culture
Required qualifications, capabilities, and skills
* A valid and active Series 7 license is required or may be obtained within a 120 day condition of employment
* If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
* A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P.
Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC.
Annuities are made available through Chase Insurance Agency, Inc.
(CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc.
in Florida.
JPMS, CIA and JPMorgan Chase Bank, N.A.
are affiliated companies under the common control of JPMorgan Chase & Co.
Products ...
....Read more...
Type: Permanent Location: Rochester, US-NY
Salary / Rate: Not Specified
Posted: 2025-10-12 08:12:21
