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JOB DESCRIPTION
The Senior Claim Specialist, under the direction of a Claims Supervisor, investigates and settles Property claims promptly, equitably and within established best practices guidelines in the New York City area.
Duties include but are not limited to:
• Appropriately evaluate and estimate damages while inspecting loss site(s)
• Analyze first reports and promptly contacting insured/claimants.
• Effectively evaluate contract language and identify coverage issues.
• Promptly and appropriately develop the file to provide accurate and timely investigation and loss analysis.
• Maintain an active file diary to more file toward resolution.
• Recognize and pursue recovery.
• Adhere to all statutory and regulatory fair claims practices.
• Recognize and identify potential fraudulent claims.
• Effectively control the use, work product, and expenses of outside vendors.
• Effectively evaluate claim facts and negotiate claim settlements.
• Develop and maintain strong business relationships with internal and external customers.
• Serve as a technical resource to lesser experienced Adjusters on the team.
• Successfully contribute to the development and delivery of the team's goals, objectives and results.
• Supports workload surges and/or Catastrophe Operations as needed to include working overtime during designated CATs.
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: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-10-04 08:48:57
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JOB DESCRIPTION
Essential Job Duties and Responsibilities:
* Examines insurance documents such as applications, production reports, acreage reports, and applies underwriting rules.
* Enters information into the computer, including policy information, production data, acreage report data, etc.
and updates records.
Confirms accuracy of information against edits and corrects errors.
* Communicates by phone and by letter with agents, FSA county offices, field personnel, and policyholders to obtain information, records, and to answer questions and inquiries.
* Reviews and analyzes scanned document images and routes to appropriate work queues.
* Prepares, prints, and analyzes a variety of reports and policy forms.
* Assists with training of Underwriting Assistant and part-time personnel, as necessary.
* Assists with other duties as necessary.
Knowledge, Skills, and Abilities:
* Knowledge of or the ability to learn MPCI program and the applicable underwriting rules and procedures.
* Ability to learn and understand what information is needed to process insurance policies, FCIC rules and regulations, policy provision, etc.
Ability to understand printed policy information, such as manuals, handbooks, and actuarial documents and to apply information to work tasks.
* Basic keyboarding skills, ten-key skills, and the ability to rapidly and accurately enter information into the computer.
* Ability to comprehend agents' questions and concerns over the telephone and to provide correct, courteous answers.
* Ability to organize and prioritize multiple tasks.
* Ability to effectively communicate and maintain business relationships with company personnel, outside resources and customers.
* Ability to learn and apply company terminology, processes, and systems.
* Ability to learn and develop skills in the use of department equipment.
* Ability to perform basic and complex mathematical calculations.
* Ability to remain calm and professional.
* Ability to work well with people in a team environment.
* Ability to work from oral and written communications.
* Ability to maintain confidentiality.
* Ability to assist in other work-related areas as required.
The pay range for the role is $38,500.00 to $65,500.00.
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.
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 insura...
....Read more...
Type: Permanent Location: Spokane Valley, US-WA
Salary / Rate: Not Specified
Posted: 2025-10-04 08:48:56
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JOB DESCRIPTION
The Sales Communications Manager is a leader within Combined's marketing and communications team and a key partner for the sales and relationship management teams.
This Manager will support our Chubb Workplace Benefits (CWB) business through consultative communication strategy in partnership with Channel Marketing, design processes and capabilities and internal communications for our sales and distribution organizations, with a strong emphasis on writing, project management and other activities.
While the role is primarily focused on internal communications, some projects may require execution of external communications to business partners.
This individual will also play a key role in collaborating on and helping execute cross-channel content development and other sales-focused communications efforts with our Combined U.S.
and Combined Canada organizations.
RESPONSIBILITIES
* Serves as a key partner to the CWB Channel Marketing team and distribution organizations, providing recommendations on internal communications, external operational communications and related initiatives.
* Develops timely, relevant and high-impact communications, including announcements about organizational structure, policy changes, new technologies, incentives and contests, and broker/ branch office engagement; intranet content; and more.
* Helps build and oversee the CWB communication processes and platforms, to ensure information is distributed effectively and easily accessible.
* Partners with the CWB organization to mine for and to develop multi-channel content, such as success stories, community involvement, achievements, best practices, etc.
* Create and maintain an editorial calendar to strategically plan and execute timely and relevant communications.
* Responsible for creating communication plans (i.e., stakeholders, audience, vehicles, timelines) aligned with sales and business strategies and change management.
* Partners with internal business leaders to provide recommendations on external communication opportunities in support of business objectives.
* Leverages employee feedback channels, monitors real-time feedback, analyzes data and makes recommendations to continuously improve communication approaches.
* Edits and proofreads documents to verify accuracy and effectiveness in conveying key messages, and for grammar, spelling and typographical errors in alignment with our brand guidelines.
* Researches new, innovative and best practice methods to enhance communications.
* Participates in sales meetings as Marketing and Communications representative.
COMPETENCIES
* Relationship-Builder - Is helpful, respectful, approachable, team and service-oriented, building strong working relationships and a positive work environment; maintains an exceptional client service mindset.
* Problem Solving - Takes an organized and logical approach to thinking through problems and complex issue...
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Type: Permanent Location: Columbia, US-SC
Salary / Rate: Not Specified
Posted: 2025-10-04 08:48:54
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JOB DESCRIPTION
Combined Insurance, a Chubb Company, is seeking a Manager Agent Service Center to join our fast-paced, high energy, and growing company.
For nearly 100 years in the insurance industry, our company has been passionate about serving our customers and providing them peace of mind and protection when they need it the most.
Come build your career here, along with other positive, hard-working, talented professionals-just like you!
The Manager, Agent Service Center (ASC) for the Customer Experience Delivery Center (CEDC) leads a team of contact center representatives is responsible for day-to day management of the ASC ensuring responsive, high-quality service for our captive sales teams (producers).
This includes responsibility for maintaining a healthy team dynamic within the Agent Service Center while ensuring delivery of a positive brand experience.
This position will also play a key role in implementing new service strategies and technology into the Agent Service Center while contributing to the evolution of the larger contact center organization.
Core duties include day-to-day development, management, and leadership of the Agent Service Center teams.
Emphasis is on employee effectiveness, service excellence, contact optimization, workforce planning, and relationship management.
Key activities include ensuring service delivery, employee coaching, quality assurance review, escalation resolution, schedule adherence, maintaining internal business partner relationships.
Responsibilities
* Communicate with direct reports and peers to ensure goal alignment and connect with other partners to gain support
* Create a great culture and ensure the team is staffed, trained, and developed
* Lead and direct the team to ensure quality service levels and positive customer satisfaction scores for all contacts
* Coach CSRs to support a high level of performance while maintaining employee engagement and motivation
* Ability to deliver feedback in a way that drives employee accountability and development
* Support teammates with individual development in relation to both their current position and future opportunities
* Strong ability to execute vision in a cross-functional and ever-changing environment
* Participating in interviewing and building a high-performing team
* Collaborate with management team to design and support events, and contests, and virtual ways to which build engagement and a positive team morale
* Assist in planning, assigning, and directing work to balance service levels and workloads
* Analyzes cancellation trends and results at an individual and business segment level.
* Provides recommendations for improving performance against retention and retained revenue goals
* Analyzes current business processes and provide thoughtful insight to implement improvements to efficiency and effectiveness
* Demonstrated knowledge of Microsoft Office products with ability...
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Type: Permanent Location: Phoenix, US-AZ
Salary / Rate: Not Specified
Posted: 2025-10-04 08:48:54
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JOB DESCRIPTION
Chubb Personal Risk Services offers an array of property and casualty insurance products for individuals and families with fine homes and possessions.
Our clients include many of the most affluent families in the world, executives, business owners and top collectors of art, jewelry, wine and automobiles.
Chubb Personal Risk Services is seeking a Business Development Manager (BDM) for our Richmond, Virginia territory.
The BDM position is responsible for overall agency relationship management including new client acquisition and renewal client management for assigned tier 1 and 2 agents and brokers.
The territory will include DC and some of Virginia and Maryland with a preference for the candidate to live in near the Washington, DC Branch.
The BDM will report directly to the VP Personal Lines Manager.
Key Responsibilities:
* Develop agency assessments and business plans with assigned independent agencies designed to grow new business from new clients as well as retention and cross selling of existing clients.
* Identify new clients with annual premium of $5,000 to $250,000+ through effective pipeline development, account pre-qualification and territory analysis/management, ultimately leading to closing deals.
* Responsible for new and existing client quote follow up and quote optimization with agents.
* Renewal retention management by demonstrating the ability to position rate and exposure changes with value-based selling techniques.
* Premier account segment new and renewal table set best practice.
* Cross-sell and upselling of existing clients via account rounding initiatives.
* Provide support to assigned agencies including:
+ Agency training to understand Chubb's products, services and competitive advantages.
+ Product and service enhancements and rate changes.
* Address and respond to agency inquiries specific to billing, policy services, systems, BORs, commissions, claims, agency coding/licensing and the like.
* Coordinate home office initiatives and marketing campaigns that are new and renewal customer oriented, including attendance at associated events.
* Adhere to a disciplined sales process to ensure consistent execution of best practices, including Salesforce documentation.
* Book management including analysis of results to identify agency specific and territory trends.
* Develop and maintain trusted agency relationships primarily through in person travel.
* Participate in internal meetings and report on results as appropriate.
* Work with agents and underwriting on new clients, retention and cross selling.
* Collaborate and interact with Sales, Underwriting, Risk Consulting, Product, Claims and Branch Administration.
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 he...
....Read more...
Type: Permanent Location: Washington, US-DC
Salary / Rate: Not Specified
Posted: 2025-10-04 08:48:53
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JOB DESCRIPTION
Combined Insurance, a Chubb Company, is seeking a Marketing Coordinator to join our fast-paced, high energy, growing company.
We are proud of our tradition of success in the insurance industry of over 100 years.
Come join our team of hard-working, talented professionals!
JOB SUMMARY
Combined Insurance, a Chubb Company, is seeking a Marketing Coordinator to join our fast-paced, high energy growing Marketing Department.
This position reports to the Director of Product and Enrollment Marketing with the Brand, Digital & Marketing Services team to deliver marketing collateral to clients.
The material is both for print and digital production.
In addition to editorial support the ideal candidate will assist with the development of product marketing needs for our integrated marketing platform, Marketing-on-Demand.
The coordinator will collaborate with business partners and create solutions that are aligned with product, brand, legal and regulatory guidelines.
This is a hybrid in office schedule role, remote two (2) days per week (including Friday); three (3) days in the office required; not a full-time remote role.
RESPONSIBILITIES
* Provide production and execution support of product materials (enrollment collateral, sales brochures, etc.)
* Help create and apply approved content to templated layouts to ensure brand consistency
* Provide editorial support for quick-turn marketing projects to ensure brand consistency
* Manage the storage, organization, and nomenclature for a library of materials
* Participate in department meetings to discuss processes, project status, etc.
* Effectively communicate with inter-departmental stakeholders
* Perform other related duties and participate in special projects as assigned
* Interest in learning about products to provide expertise over time in product and enrollment marketing
COMPETENCIES
* Relationship-Builder - Is helpful, respectful, approachable, team and service-oriented, building strong working relationships and a positive work environment; maintains an exceptional client service mindset.
* Problem Solving - Takes an organized and logical approach to thinking through problems and complex issues.
Simplifies complexity by breaking down issues into manageable parts.
Looks beyond the obvious to get at root causes.
Develops insight into problems, issues and situations.
* Continuous Learning - Demonstrates a desire and capacity to expand expertise develop new skills and grow professionally.
Seeks and takes ownership of opportunities to learn, acquire new knowledge and deepen technical expertise.
Takes advantage of formal and informal developmental opportunities.
Takes on challenging work assignments that lead to professional growth.
* Initiative - Willingly does more than is required or expected in the job.
Meets objectives on time with minimal supervision.
Eager and willing to go the extra mile in terms of time and effort.
Is self...
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Type: Permanent Location: Columbia, US-SC
Salary / Rate: Not Specified
Posted: 2025-10-04 08:48:52
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JOB DESCRIPTION
Essential Job Duties and Responsibilities:
* Conduct analysis in a timely and meaningful fashion to allow for recognition of potential errors in accounting systems or financial reporting.
* Responsible for meeting accounting department filing deadlines with certain regulatory authorities.
* Assist in the timely preparation of monthly financial statements for certain entities.
* Coordination of work paper preparation for third party examinations.
* Preparation/review of corporate tax returns.
* Review of various analysis prepared by accounting staff.
* Recommend improvements to current accounting systems as areas of weakness or problem areas may be identified in the course of other duties.
* Perform other duties as necessary.
Knowledge, Skills, and Abilities:
* In-depth knowledge of general accounting principles and practices.
* Knowledge of Rain and Hail products, services, and systems.
* Knowledge of the terminology used by the insurance industry and the company.
* Ability to perform basic and complex mathematical calculations.
* Ability to train both new and current employees.
* Ability to use company and department software including word, excel, and other software as deemed appropriate by the project.
* Ability to respond to telephone inquiries accurately and professionally.
* Ability to effectively communicate and maintain positive business relationships with company personnel, outside resources, and customers.
* Ability to organize and prioritize multiple tasks and to perform many tasks simultaneously.
* Ability to use department equipment.
* Ability to maintain confidentiality.
* Ability to work well with people in a team environment.
* Ability to work from oral or written communication.
* Ability to assist in other work-related areas as required.
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...
....Read more...
Type: Permanent Location: Johnston, US-IA
Salary / Rate: Not Specified
Posted: 2025-10-04 08:48:51
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JOB DESCRIPTION
This AVP Manager role in the Coverage and Complex Claims Department requires a demonstrated, high degree of specialized and technical competence in handling and managing a wide variety of Casualty (Personal Lines & Commercial Lines) claims with coverage issues as well as coverage litigation, in a diverse and complex operating environment.
Experience involving Financial Lines (D&O E&O, EPLI, Fidelity, Surety & Political Risk), Property (Personal Lines & Commercial), Worker's Compensation, and Accident & Health will also be considered.
The ideal candidate will be able to lead and develop a sophisticated team of claims professionals that will handle claims with complex coverage issues and coverage litigation, focused on resolving claims in keeping with established best practices and within stated authority limits.
This role will be responsible for leading and developing a team of claims professionals that will be responsible for:
* Managing a team of 3-5 claims professionals directly handling and managing claims involving complex coverage issues, including the investigation, analysis and evaluation of coverage liability and damages and directly handling coverage disputes, including matters in litigation and arbitration both initiated by Chubb issuing companies and when Chubb issuing companies are named in such litigation.
* Formulating claims and litigation strategies, assigning, directing and managing outside counsel in coverage litigation both initiated by Chubb issuing companies and when such companies are named in litigation or arbitration.
* Managing discovery issues and responses, including opportunities to ensure consistency as well as identifying relevant and responsive information as well as ensuring proper and adequate preparation of company witnesses for deposition and trial testimony.
* Attending critical court proceedings, including mediation and settlement conferences as well as trials and appeals.
* Providing guidance to claims disciplines regarding coverage issues, coverage disputes and claim handling issues, including strategic direction as well as recommending and assigning outside coverage counsel.
* Managing coverage counsel and litigation costs as well as collaborating and working with the litigation and vendor management teams ensuring cost management and the development and enhancement of the coverage counsel panel.
* Collaborating across disciplines and business units, including: the office of general counsel overseeing errors & omissions issues arising from claims handling, the Brandywine (run-off) team, the Bermuda claims team and in-house coverage counsel team.
* Supporting actuarial and underwriting inquiries regarding policy construction and drafting, reporting claim trends, data analysis, and risk assessments.
* Extensive communication with insureds, brokers, reinsurers, actuaries and auditors (both external and internal).
The ideal candidate will have 1...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-10-04 08:48:51
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JOB DESCRIPTION
Essential Job Duties and Responsibilities:
* Increase market share by:
* Recruiting and contracting qualified new agents.
* Training new and current agents about marketing techniques, products, services, and rules/regulations.
* Developing and implementing strategies to stimulate sales.
* Maintaining regular and frequent communications with farm groups, agriculture organizations, etc.
May coordinate and speak at farm meetings.
* Communicating company policy and procedures to agents.
* Communicating territory issues to division management.
* Perform administrative duties including:
* Investigating and resolving complaints from agents/insured in an assigned territory.
* Aiding in collection of outstanding premium balances.
* Supervising and training Field Representative and Insurance Specialist, if any, assigned to the territory to assure that the job responsibilities are accomplished in accordance with company procedures.
* Attending industry sponsored seminars, field days, etc.
at the direction of division management.
* Assists with other duties as necessary.
Knowledge, Skills, and Abilities:
* Ability to recruit and train agents.
* Knowledge of the agricultural industry, including an understanding of the kinds of crops produced in the territory; agricultural issues.
* Knowledge of or the ability to learn Rain and Hail's products, services and systems.
* Knowledge of or willingness to learn the products, underwriting and policy rules and regulations associated with the Multiple Peril Crop Insurance program, crop-hail program, Agri Business program and the other insurance products offered by the company.
* Ability to organize and prioritize multiple tasks.
* Ability to work in a team oriented environment.
* Ability to effectively communicate and maintain business relationships with Company personnel, outside resources and customers.
* Ability to use the Company's terminology, procedures and systems.
* Ability to use department equipment.
* Ability to perform basic and complex mathematical calculations.
* Ability to drive a vehicle and maintain a valid drivers license.
* Ability to remain calm and professional during peak periods of activity.
* Ability to work from oral and written communication.
* Ability to maintain confidentiality.
* Ability to work independently.
* Ability to travel away from home for extended periods of time and on short notice.
* Willingness to relocate to another division if requested.
* Ability to assist in other work-related areas as required.
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 distinguish...
....Read more...
Type: Permanent Location: Overland Park, US-KS
Salary / Rate: Not Specified
Posted: 2025-10-04 08:48:50
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JOB DESCRIPTION
Chubb's New York City House Counsel Firm, Eustace Prezioso Yapchanyk & Yang is seeking an experienced and skilled litigator for the position of Casualty Attorney.
The Casualty Attorney will handled a caseload of the firm's matters throughout New York City's state and federal venues.
QUALIFICATIONS
The
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.
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-10-04 08:48:49
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Join our dynamic team to navigate complex risk landscapes and fortify technology governance, making a pivotal impact in our firm's robust risk strategy.
As a Tech Risk & Controls Senior Associate in our Cybersecurity and Technology Controls team, you will contribute to the successful management of technology-aligned aspects of Governance, Risk, and Compliance in line with the firm's standards.
Leverage your broad knowledge in risk management principles and practices to assess and monitor risks and implement effective controls.
Your role in risk identification, control evaluation, and security governance is crucial in advising on complex situations and enhancing the firm's risk posture.
Through collaboration and analytical skills, you will contribute to the overall success of the Technology Risk & Services team and ensure compliance with regulatory obligations and industry standards.
Job responsibilities
* Assess and monitor technology risks, ensuring compliance with firm standards, regulatory requirements, and industry best practices
* Support implementation of effective controls in collaboration with cross-functional teams and stakeholders
* Evaluate the effectiveness of existing controls, identify gaps, and recommend improvements to mitigate risks and enhance the firm's risk posture
* Analyze complex situations, provide advice on risk management strategies, and support the implementation of risk mitigation measures
Required qualifications, capabilities, and skills
* 3+ years of experience or equivalent expertise in technology risk management, information security, or a related field, with a focus on risk identification, assessment, and mitigation
* Experience in risk identification, assessment, and control evaluation, with a strong understanding of industry standards
* Demonstrated ability to analyze complex issues, develop and implement risk mitigation strategies, and communicate effectively with senior stakeholders
* Proficient knowledge of risk management frameworks, regulations, and industry best practices
Preferred qualifications, capabilities, and skills
* CISM, CRISC, CISSP, or other industry-recognized risk certifications
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of indi...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-10-04 08:48:48
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JOB DESCRIPTION
Chubb is looking for an experienced Outside Property Claims field adjuster.
This position will be responsible for handling field property claims in one of the following areas: St.
Louis, MO, Tulsa, OK, Nashville, TN or Indianapolis, IN.
The ideal candidate will be located in one of the following locations: St.
Louis, MO, Tulsa, OK, Nashville, TN or Indianapolis, IN.
This is a field adjuster role that requires conducting physical site inspections of residential and commercial properties to assess damages and determine coverages.
The position involves traveling to various locations for on-site evaluations and is not a desk-based role.
Responsibilities
* Ensure onsite inspection are completed of properties to include investigating facts, evaluating damages, and writing estimates.
* Investigate and adjust both personal and commercial property claims with exposures up to and over $500,000.
* Effectively evaluate contract language and identify coverage issues.
* Promptly and appropriately develop the file to provide accurate and timely investigation and loss analysis.
* Maintain an active file diary to move file toward resolution.
* Recognize and pursue recovery.
* Adhere to all statutory and regulatory fair claims practices.
* Recognize and identify potential fraudulent claims.
* Effectively control the use, work product, and expenses of outside vendors such as IA's, engineers or others involved with the claim.
* Recognize, engage, and oversee additional investigate actions where needed utilizing engineers, accountants, and other expert vendors.
* Effectively evaluate claim facts and negotiate claim settlements.
* Develop and maintain strong business relationships with internal and external customers.
* Successfully contribute to the development and delivery of the team's goals, objectives and results.
* Supports workload surges and/or Catastrophe Operations as needed to include working overtime during designated CATs.
* Establish and maintain rapport with business partners including insureds, agents, and underwriters.
* Provide excellent customer service skills to a diverse client base that results in more than satisfied clients.
* Conduct site inspections while effectively maintaining ownership of the claim experience including ownership of primary contact with insured and agent, validating coverage, owning the coverage investigation and coverage communication while working with vendors in a remote environment handling claims in the western territory.
QUALIFICATIONS
* Strong
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 di...
....Read more...
Type: Permanent Location: Indianapolis, US-IN
Salary / Rate: Not Specified
Posted: 2025-10-04 08:48:48
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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...
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Type: Permanent Location: Flower Mound, US-TX
Salary / Rate: Not Specified
Posted: 2025-10-04 08:48:47
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JOB DESCRIPTION
We are looking for candidates who are highly motivated to succeed, demonstrate strong teamwork, collaboration, curiosity and problem-solving skill.
They must be results oriented.
This is a professional Underwriting position within Chubb's Property & Casualty Underwriting Centers.
Underwriting responsibilities include evaluating, accepting, rejecting, or modifying Commercial risks within established underwriting guidelines and authority.
Ideal candidate would have knowledge of/experience in multi-line underwriting.
The lines of business include but are not limited to: Package, BOP, Commercial Auto, Workers Compensation, and Umbrella.
Daily responsibilities include, but are not limited to:
* Renewal evaluation: This person will evaluate renewal business in accordance with established guidelines and serve as a pricing expert, adhering to proper and compliant file documentation in accordance with corporate strategies.
Additionally, this person will ensure proper terms and conditions are applied to their assigned portfolio.
* Timely adherence to the Renewal workflow
* Apply underwriting judgement, including line of business and account level decision making
* Analyze risk characteristics and account documentation to determine appropriate account pricing
* Complete book/issue instructions for processing center
* Adhere to all jurisdictional compliance documentation standards and ensure all underwriting documentation is complete
* Build, maintain and manage superior relationships at all levels - internal and external.
QUALIFICATIONS
The
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: Philadelphia, US-PA
Salary / Rate: Not Specified
Posted: 2025-10-04 08:48:46
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JOB DESCRIPTION
Chubb is looking for experienced professionals with a background in the intersections of business and technology to join our Digital Agent experience Team.
This is a permanent full-time position and a compelling opportunity to join a growing, financially stable, and successful company.
This position will support Chubb's agent facing portal (as well as companion identity management application), which offers our agents and brokers easy access to online placement solutions, customer service options and marketing and sales tools that provide our agents the information they need to learn about, sell, and service our mutual clients.
Key Responsibilities will include:
* Assist in managing day-to-day operations and activities of Chubb Agent Portal and related systems and projects
* Assist in eliciting, analyzing, and documenting business requirements for related projects (along with IT business analyst)
* Support and participate in test execution and other QA activities
* Support delivery of product and application demonstrations/presentations
* Provide training for internal and external clients as needed
* Analyze and create reports using Excel, Qlik, and Google Analytics
* Develop procedures and workflows for new functionality
* Draft communications, create/update marketing materials, and coordinate communications (when applicable)
* Escalate issues/risks to management when necessary
QUALIFICATIONS
* College
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: Whitehouse Station, US-NJ
Salary / Rate: Not Specified
Posted: 2025-10-04 08:48:45
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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 an Associate Banker within Chase, 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.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* 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 queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
* English and Mandarin required
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology s...
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Type: Permanent Location: San Gabriel, US-CA
Salary / Rate: Not Specified
Posted: 2025-10-04 08:48:45
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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 Branch Operations Lead in a Chase Branch, you'll be at the heart of our branch operations, working closely with the Branch Manager, branch employees, and our team of experts.
Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all while adhering to our policies, procedures, and regulatory requirements.
A typical day will involve assisting clients with their transactions, but it doesn't stop there.
You'll have the opportunity to make a real difference by introducing clients to self-service options that simplify their banking experience and by building lasting relationships with them.
Throughout the week, you'll also dedicate time to reviewing branch operations and keeping the branch team informed about the latest policies and procedures.
Your leadership will ensure that our branch not only meets but exceeds control expectations, setting a positive tone for everyone who walks through our doors.
Job responsibilities
* Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community.
* Greet clients warmly as they enter the branch, making them feel valued and appreciated.
Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships.
* Engage clients with clear, polite communication to understand and help them effectively.
Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit.
* Lead branch operations, including managing cash devices like the cash vault and ATM.
Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures.
* Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity.
Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience.
* Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night.
* Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely.
Required qualifications, capabilities, and skills
* You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently.
* You are committed to main...
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Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2025-10-04 08:48:43
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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...
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Type: Permanent Location: Orleans, US-MA
Salary / Rate: Not Specified
Posted: 2025-10-04 08:48:42
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As a Applied AI ML Sr Associate at JPMorgan Chase within the Corporate Sector - AIML Data Platforms, you will lead a specialized technical area, driving impact across teams, technologies, and projects.
In this role, you will leverage your deep knowledge of machine learning, software engineering, and product management to spearhead multiple complex ML projects and initiatives, serving as the primary decision-maker and a catalyst for innovation and solution delivery.
You will be responsible for hiring, leading, and mentoring a team of Machine Learning and Software Engineers, focusing on best practices in ML engineering, with the goal of elevating team performance to produce high-quality, scalable ML solutions with operational excellence.
You will engage deeply in technical aspects, reviewing code, mentoring engineers, troubleshooting production ML applications, and enabling new ideas through rapid prototyping.
Your passion for parallel distributed computing, big data, cloud engineering, micro-services, automation, and operational excellence will be key.
Job Responsibilities
* Architect and implement distributed AI/ML infrastructure, including inference, training, scheduling, orchestration, and storage.
* Integrate Generative AI and Classical AI within the ML Platform using state-of-the-art techniques.
* Implement, deliver, and support high-quality ML solutions in partnership with a team of ML Engineers.
* Collaborate with product teams to deliver tailored, AI/ML-driven technology solutions.
* Develop advanced monitoring and management tools for high reliability and scalability in AI/ML systems.
* Optimize AI/ML system performance by identifying and resolving inefficiencies and bottlenecks.
* Drive the adoption and execution of AI/ML Platform tools across various teams.
* Lead the entire AI/ML product life cycle through planning, execution, and future development by continuously adapting, developing new AI/ML products and methodologies, managing risks, and achieving business targets like cost, features, reusability, and reliability to support growth.
Required Qualifications, Capabilities, and Skills
* Bachelor's degree or equivalent practical experience in a related field.
* 6+ years of experience in engineering management with a strong technical background in machine learning.
* Extensive hands-on experience with AI/ML frameworks (TensorFlow, PyTorch, JAX, scikit-learn).
* Deep expertise in Cloud Engineering (AWS, Azure, GCP) and Distributed Micro-service architecture.
* Experienced with Kubernetes ecosystem, including EKS, Helm, and custom operators.
* Background in High Performance Computing, ML Hardware Acceleration (e.g., GPU, TPU, RDMA), or ML for Systems.
* Strategic thinker with the ability to craft and drive a technical vision for maximum business impact.
Preferred Qualifications, Capabilities, and Skills
* Strong coding skills and experience in developin...
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Type: Permanent Location: Palo Alto, US-CA
Salary / Rate: Not Specified
Posted: 2025-10-04 08:48:41
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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 an Associate 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 welcome and assist clients that walk into our branches 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.
* 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.
* Meet with branch assigned clients, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* 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.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
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.
* Ability to work branch hours including weekends and some evenings.
Preferred qualifications, capabilities, and skills
* College degree or military equivalent.
* Experience adhering to banking policies, procedures, and regulatory r...
....Read more...
Type: Permanent Location: South Burlington, US-VT
Salary / Rate: Not Specified
Posted: 2025-10-04 08:48:40
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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 Branch Manager in a Chase Branch, you will be at the forefront of delivering attentive and friendly service, creating a welcoming environment that puts employees and clients first.
You will lead and manage all aspects of the branch including growing deposits and investments, operations, and coaching the team for success.
You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients.
Job responsibilities
* Be a motivating force for the branch team by sharing a clear vision and embodying our company's culture and values of Service, Heart, Curiosity, Courage, and Excellence.
* Deliver on the goals of the branch by leveraging the Branch Scorecard to identify strategies to successfully grow deposits and investments.
* Prioritize understanding and meeting the needs of our clients to build lasting relationships and trust.
* Build and cultivate a high-performing team through coaching, feedback, and celebrating successes to boost morale and motivation.
* Encourage ongoing learning and development within the team to keep skills sharp and stay ahead in the industry.
* Forge meaningful relationships with local businesses to strengthen our branch presence and actively engage with the community.
* Ensure a strong risk and control environment by using sound judgment, acting with integrity, and protecting our company and clients, following policies and procedures.
Required qualifications, capabilities, and skills
* You have a passion for creating exceptional experiences and a knack for setting the tone in the branch, ensuring every client feels valued and every team member is part of a dynamic and engaging culture.
* You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles.
* You are a master of multitasking, excelling at organizing and managing competing priorities in the branch, always with an eye on developing plans for growth and success.
* You thrive in a fast-paced, changing environment, using your strong decision-making skills to navigate challenges and lead the team confidently.
* You are experienced in creating and maintaining a strong risk and control environment, you demonstrate a steadfast commitment to operational integrity and adherence to policies.
* You have a strong desire and ability to influence, educate, and connect your team, partners, and clients with technology, making it accessible and ex...
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Type: Permanent Location: Leawood, US-KS
Salary / Rate: Not Specified
Posted: 2025-10-04 08:48:39
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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 Branch Manager in a Chase Branch, you will be at the forefront of delivering attentive and friendly service, creating a welcoming environment that puts employees and clients first.
You will lead and manage all aspects of the branch including growing deposits and investments, operations, and coaching the team for success.
You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients.
Job responsibilities
* Be a motivating force for the branch team by sharing a clear vision and embodying our company's culture and values of Service, Heart, Curiosity, Courage, and Excellence.
* Deliver on the goals of the branch by leveraging the Branch Scorecard to identify strategies to successfully grow deposits and investments.
* Prioritize understanding and meeting the needs of our clients to build lasting relationships and trust.
* Build and cultivate a high-performing team through coaching, feedback, and celebrating successes to boost morale and motivation.
* Encourage ongoing learning and development within the team to keep skills sharp and stay ahead in the industry.
* Forge meaningful relationships with local businesses to strengthen our branch presence and actively engage with the community.
* Ensure a strong risk and control environment by using sound judgment, acting with integrity, and protecting our company and clients, following policies and procedures.
Required qualifications, capabilities, and skills
* You have a passion for creating exceptional experiences and a knack for setting the tone in the branch, ensuring every client feels valued and every team member is part of a dynamic and engaging culture.
* You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles.
* You are a master of multitasking, excelling at organizing and managing competing priorities in the branch, always with an eye on developing plans for growth and success.
* You thrive in a fast-paced, changing environment, using your strong decision-making skills to navigate challenges and lead the team confidently.
* You are experienced in creating and maintaining a strong risk and control environment, you demonstrate a steadfast commitment to operational integrity and adherence to policies.
* You have a strong desire and ability to influence, educate, and connect your team, partners, and clients with technology, making it accessible and ex...
....Read more...
Type: Permanent Location: Huntington Woods, US-MI
Salary / Rate: Not Specified
Posted: 2025-10-04 08:48:38
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Unlock your potential as a Client Associate at J.P.
Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients.
Join our dynamic and growing team and take advantage of a unique opportunity to work closely with Financial Advisors, providing personalized solutions and building lasting relationships.
With a commitment to career growth and mobility, you'll have the chance to develop your skills in a fast-paced environment, supported by the global resources of one of the world's most respected financial firms.
Embrace the challenge of shaping the future of client service and make your mark by delivering high-quality support and innovative financial solutions.
As a Client Associate within the JPMorgan Advisors team, you will play a crucial role in assisting Financial Advisors and their clients, delivering a personalized and smooth wealth management experience.
Your contribution to a team that values strong relationships and exceptional client service will directly impact our clients' financial well-being through tailored solutions and professional advice.
Together, we will utilize the global resources of JPMorgan Wealth Management to meet our clients' distinct needs, fostering an environment of innovation and excellence.
Join us in making a substantial difference in our clients' lives and the wider community.
Job responsibilities:
* Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.
* Interface directly with clients and Financial Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund orders, fixed income trades and private investments
* Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite
* Perform daily administrative and operational duties that support the Financial Advisor(s) and clients, including direct communication with clients regarding money transfers, account maintenance, portfolio review preparation and ad hoc requests, and attending client meetings
* Serve as a liaison between the Financial Advisor team, branch management, compliance and various other business units throughout the firm
* Proactively supports firm and regional initiatives and remediations, and actively participate in recurring local, national and technology team meetings
Required qualifications, capabilities, and skills:
* Bachelor's degree or equivalent experience
* Series 7 & 66 licenses upon hire or must successfully obtain within 18...
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Type: Permanent Location: Newport Beach, US-CA
Salary / Rate: Not Specified
Posted: 2025-10-04 08:48:37
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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
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or...
....Read more...
Type: Permanent Location: Ventura, US-CA
Salary / Rate: Not Specified
Posted: 2025-10-04 08:48:36
-
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: Middleton, US-MA
Salary / Rate: Not Specified
Posted: 2025-10-04 08:48:36
