-
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: Bellevue, US-WA
Salary / Rate: Not Specified
Posted: 2025-11-05 08:04:51
-
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: Richmond, US-VA
Salary / Rate: Not Specified
Posted: 2025-11-05 08:04:48
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Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
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 program entries.
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information...
....Read more...
Type: Permanent Location: Mission Viejo, US-CA
Salary / Rate: Not Specified
Posted: 2025-11-05 08:04:47
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Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will take your clients on a first-class journey to home ownership and deliver strong sales results.
You will put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meeting with their customers and introducing new clients to bankers for additional products and services
* Partners with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and can function well within formal and dotted-line reporting relationships
* Builds role as the internal and external mortgage expert; builds and maintains good relationships with customers; and exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances
Required qualifications, capabilities, and skills
* Minimum three years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
* Bachelor's degree or equivalent work experience in sales and/or real estate
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, informatio...
....Read more...
Type: Permanent Location: Greenwich, US-CT
Salary / Rate: Not Specified
Posted: 2025-11-05 08:04:44
-
Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will take your clients on a first-class journey to home ownership and deliver strong sales results.
You will put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meeting with their customers and introducing new clients to bankers for additional products and services
* Partners with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and can function well within formal and dotted-line reporting relationships
* Builds role as the internal and external mortgage expert; builds and maintains good relationships with customers; and exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances
Required qualifications, capabilities, and skills
* Minimum three years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
* Bachelor's degree or equivalent work experience in sales and/or real estate
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, informatio...
....Read more...
Type: Permanent Location: Newburgh, US-NY
Salary / Rate: Not Specified
Posted: 2025-11-05 08:04:43
-
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: Bend, US-OR
Salary / Rate: Not Specified
Posted: 2025-11-05 08:04:41
-
Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will take your clients on a first-class journey to home ownership and deliver strong sales results.
You will put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meeting with their customers and introducing new clients to bankers for additional products and services
* Partners with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and can function well within formal and dotted-line reporting relationships
* Builds role as the internal and external mortgage expert; builds and maintains good relationships with customers; and exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances
Required qualifications, capabilities, and skills
* Minimum three years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
* Bachelor's degree or equivalent work experience in sales and/or real estate
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, informatio...
....Read more...
Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2025-11-05 08:04:41
-
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: Brea, US-CA
Salary / Rate: Not Specified
Posted: 2025-11-05 08:04:39
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JOB DESCRIPTION
ESIS recognizes each risk management program is unique, and we are committed to providing consultative and innovative solutions to drive superior results.
Our culture and vision enables us to effectively operate as an extension of our clients' risk management program, aligning combined goals to form a collaborative partnership.
We recognize our clients' desire to do things differently, and we are confident that our integrated approach will deliver better overall results.
ESIS' specialized claim intervention strategy integrates an effective deployment of resources and appropriate actions, which are essential to our success
ESIS, Inc.
(ESIS) provides sophisticated risk management services designed to reduce claims frequency and loss costs.
ESIS, the Risk Management Services Company of Chubb, provides claims, risk control & loss information systems to Fortune 1000 accounts.
ESIS employs more than 1,500 professionals in nine regional centers and 15 major claims offices, as well as local representatives in select jurisdictions.
We take our fiduciary responsibilities seriously and are proud to manage over $2.5 billion of customer losses and over 320,000 new claims annually.
We specialize in large accounts which have multi-state operations.
For information regarding ESIS please visit www.esis.com.
Summary:
ESIS is seeking an experienced Auto, General & Liability (AGL) Claims representative for the Overland Park, KS office.
The person in this role will handle and maintain all AGL claims and file reviews under general supervision of a supervisor and as part of the ESIS team.
KEY OBJECTIVE:
Under the direction of the Claims Team Leader investigates and settles claims promptly, equitably and within established best practices guidelines.
MAJOR DUTIES & RESPONSIBILITIES:
Duties include but are not limited to:
* Under limited supervision, Receives assignments and reviews claim and policy information to provide background for investigation and may determine the extent of the policy's obligation to the insured depending on the line of business.
* Contacts, interviews and obtains statements (recorded or in person) from insureds, claimants, witnesses, physicians, attorneys, police officers, etc.
to secure necessary claim information.
* Depending on line of business may inspect and appraise damage for property losses or arranges for such appraisal.
* Evaluates facts supplied by investigation to determine extent of liability of the insured, if any, and extend of the company's obligation to the insured under the policy contract.
* Prepares reports on investigation, settlements, denials of claims, individual evaluation of involved parties etc.
* Sets reserves within authority limits and recommends reserve changes to Team Leader.
* Reviews progress and status of claims with Team Leader and discusses problems and suggested remedial actions.
* Prepares and submits to Team Leader unusual or possible undes...
....Read more...
Type: Permanent Location: Overland Park, US-KS
Salary / Rate: Not Specified
Posted: 2025-11-05 08:04:33
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JOB DESCRIPTION
Field Property Adjuster, Ft.
Lauderdale, FL
Scope
We are currently looking for a Senior Claims Specialist to handle property claims in the West Palm, Florida area.
Responsibilities
• Complete onsite inspection of properties to include investigating facts, evaluating damages and writing estimates
• 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
• 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.
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 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: Fort Lauderdale, US-FL
Salary / Rate: Not Specified
Posted: 2025-11-05 08:04:33
-
JOB DESCRIPTION
Are you ready to make a meaningful impact in the world of workers' compensation? Join ESIS, a leader in risk management and insurance services, where your skills and talents can help us create safer workplaces and support employees during their times of need.
At ESIS, we're dedicated to providing exceptional service and innovative solutions, and we're looking for passionate individuals to be part of our dynamic team.
If you're eager to advance your career in a collaborative environment that values integrity and growth, explore our exciting workers' compensation roles today and discover how you can contribute to a brighter future for employees everywhere!
The ESIS Senior Claim Representative, under the direction of the Claims Team Leader, investigates and settles claims promptly, equitably and within established best practices guidelines.
Duties may include but are not limited to:
* Claims Management: Investigate, evaluate, and manage workers' compensation claims from inception to resolution, ensuring compliance with applicable laws, regulations, and company policies.
As a Senior Claim Representative, candidate will be responsible for more complex and intricate, requiring an advanced skillset.
* Communication: Serve as the primary point of contact for injured workers, employers, medical providers, and other stakeholders, providing clear and professional communication throughout the claims process.
* Investigation: Conduct thorough investigations of claims, including gathering statements, reviewing medical records, and analyzing accident reports to determine compensability and liability.
* Decision-Making: Make timely and accurate decisions regarding claim acceptance, denial, or settlement based on the facts of the case and applicable laws.
* Documentation: Maintain detailed and organized claim files, documenting all activities, communications, and decisions in the claims management system.
* Cost Control: Monitor and manage claim costs, including medical expenses, indemnity payments, and legal fees, while ensuring appropriate reserves are established and maintained.
* Compliance: Ensure adherence to state-specific workers' compensation laws, regulations, and reporting requirements.
* Customer Service: Provide exceptional service to clients by addressing inquiries, resolving issues, and delivering timely updates on claim status.
* Collaboration: Work closely with internal teams, including legal, medical, and risk management professionals, to achieve optimal claim outcomes.
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...
....Read more...
Type: Permanent Location: Dallas, US-TX
Salary / Rate: Not Specified
Posted: 2025-11-05 08:04:32
-
JOB DESCRIPTION
Primary responsibility is assisting in Collateral management, which includes updating and maintaining Collateral records (Letters of Credit and Trusts) and assisting in Year-End Statutory Schedule F exposure analysis, funding and reporting.
Additional responsibilities include assisting in the general ledger reconciliations for numerous Chubb Canada reinsurance balances and assist in internal management reporting.
Working under the supervision of the AVP Financial Reporting.
Operating within Chubb Reinsurance Services policies and procedures.
Responsibilities:
* Manage Collateral, including handling increases, decreases and establishing new LOC's within our database and establishing, maintaining and updating Trust balances.
Preparing Peoplesoft ledger reconciliations for our Canada reinsurance group and preparing various management reports used for internal reporting
* Work internally and with third party reinsurers and banks
* Ability to interpret various collateral and Trust agreement wordings and comply with contractual requirements
* Assist with the preparation of monthly and quarterly reporting
* Prepare manual journal entries
* Research and resolve accounting and statistical discrepancies
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.
....Read more...
Type: Permanent Location: Philadelphia, US-PA
Salary / Rate: Not Specified
Posted: 2025-11-05 08:04:31
-
JOB DESCRIPTION
We are seeking a highly motivated, eager to learn FP&A Financial Systems Analyst to help develop and manage the future of finance.
This role is a unique opportunity to drive meaningful impact in the Chubb International business across finance and technology through future-state systems development, maintenance, and strategic decision making.
This is a critical role in our Central FP&A team, and you will work closely with cross-functional teams to support our firm's growth trajectory and learn critical skills to support your own career growth trajectory.
Successful candidates will receive the opportunities of working in a dynamic environment of a global business and diversified product portfolio, and exposures to the leading financial technologies and tools.
Additionally, we provide a strong training program and will equip you with the tools and resources for your career success.
Key Responsibilities:
Financial Systems Optimization and Innovation:
Participate in decision making forums with high-level stakeholders to discuss and prioritize enhancements in current technology, and investments in new technology to help streamline forecasting / reporting processes
Work side-by-side with the Finance Transformation team to ensure development work is fit for purpose including Design, User Stories / Wireframes, Acceptance Criteria, Test Scripts, UAT, and transition to BAU
Identify opportunities that automate existing workflows / processes to improve system functionality, ensuring scalability and adaptability to our business needs
Innovation-To-Production Management and Maintenance:
As projects are transitioned to production and integrated into our financial ecosystem (BAU), become the product owner of several initiatives including maintaining the daily operations and data integrity within the system
Manage backlog of enhancements for owned initiatives, liaison larger scale changes with the Global Finance Organization, and own development for small system upgrades / solutions
Assist in development of enhancements and maintenance of legacy workflows built within our existing technology to drive operational efficiencies
FP&A Cycle Support:
Provide a level of ownership and support to our Central Finance team including assisting in execution of processes in current technology (TM1/PAW) and other platforms for activities such as system readiness, maintenance, reconciliation of existing data, and ad-hoc requests
Support FP&A Financial Systems Manager to triage and rectify issues identified by our stakeholders including root-cause identification and interim solution implementation, ensuring deliverables can be complete in a timely and accurate manner
Provide some level of end-user technical support and training on systems as needed
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 supplement...
....Read more...
Type: Permanent Location: Philadelphia, US-PA
Salary / Rate: Not Specified
Posted: 2025-11-05 08:04:30
-
JOB DESCRIPTION
Chubb is the world's largest publicly traded property and casualty insurer.
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.
New York City is seeking a highly motivated, results oriented Excess Casualty Underwriter to join our industry leading casualty practice.
We offer customized umbrella and excess layer programs tailored to our client's business needs and operations.
Underwriter Responsibilities
* Generate new business submissions from brokers.
* Meet or exceed financial goals including rate, growth, profit, retention, and new business
* Build and maintain successful producer relationships to achieve retention and new business development
* Meet with brokers and customers, individually or as part of a Chubb team, to make sales presentations and present on marketplace conditions & Chubb capabilities
* Utilize agency travel to build a robust prospect pipeline
* Collaborate with underwriters, operations, claims, marketing, and home office leadership as necessary
* Work both independently and within a team environment using multiple internal and external resources appropriately, effectively, and efficiently
Desired Qualifications
* Risk Assessment.
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.
* 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 customer.
* Marketing and communications.
Ability to sell and negotiate to achieve bottom line profitability for the Company.
Ability to make presentations and communicate articulately.
* Time management and organization.
Ability to organize and plan accordingly to enhance performance, maximize productivity, and increase efficiency.
* Systems and programs.
Knowledge of Microsoft Office Suite as well as other business-related software
Education And Experience
* Bachelor's degree or equivalent work experience.
* Ideal candidate will have a minimum of 2 years of underwriting experience
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 capabiliti...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-11-05 08:04:29
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JOB DESCRIPTION
Chubb is currently seeking an Assistant Vice President, Lost Time Workers' Compensation Claim Manager for our West Region in the Los Angeles office.
The AVP Manager will be responsible for leading a team of Workers' Compensation professionals in the delivery of the highest quality claim work product while meeting all internal and external compliance requirements for the CA jurisdiction.
Knowledge of AZ, UT, and CO jurisdictions is a plus.
The position will report to the Workers' Compensation Regional Claim Leader and reside in our Los Angeles office.
Duties & Responsibilities:
* Ensure the delivery of timely and effective claims service through supervision of a team of examiners and technical assistants at various experience levels
* Train, mentor and develop staff who are at different stages of their career and experience levels
* Provide advanced technical guidance on claim investigation, reserving, medical, disability and litigation management, case resolution and settlement strategies
* Utilization of advanced analytics and metrics to manage team efficiently and effectively
* Understand jurisdictional compliance requirements and ensure the team is meeting or exceeding the standards
* Actively participate in claim committees, account file reviews and project teams to address internal workflows, systems, and compliance issues
* Demonstrate highly developed analytical, problem-solving and negotiation skills
* Develop and maintain strong business relationships with internal and external customers to enhance Chubb's brand in the marketplace
* Partner with underwriting, claims business consultant and claims teams to enhance and manage marketing initiatives and customer service commitments
* Exhibit strong business acumen to internal and external customers by providing accurate guidance on statutes, regulations, coverages, and service issues
* Effectively control the use, work product and expenses of outside vendors
* Coach team toward effective collaboration with internal resources like Regional Claims Specialist, regional and local nurses, SIU, Recovery and Claims Ops
* Exercise leadership by conducting reviews of examiner and technical assistant work product and teamwork efforts to deliver well written, supported performance management feedback and reviews
* Show exceptional performance management skills by providing timely coaching and feedback and creating meaningful business goals and development plans
* Model exceptional management skills at collaboration, influence, strategic focus, flexibility, communication, and accountability
* Positively influence the team environment to maintain a high level of employee engagement
* Leverage knowledge transfer and training skills for effective staff development toward their personal success and career advancement
* Work autonomously within granted authority levelTechnical Skil...
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Type: Permanent Location: Los Angeles, US-CA
Salary / Rate: Not Specified
Posted: 2025-11-05 08:04:29
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JOB DESCRIPTION
This is an entry level underwriting position within the Underwriting Center.
The endorsement underwriter position is responsible for underwriting of endorsement requests and general service inquiries from an assigned portfolio of business.
We have multiple openings.
Major Responsibilities:
• Underwrite all non-commercial express renewal endorsement requests.
• Timely adherence to both corporate and local workflows and business strategies.
• Timely response to producer inquiries relative to endorsement and service inquires.
• Gather/analyze change requests, general service inquiries and endorsement requests emanating from the producer's request.
• Adhere to jurisdictional compliance documentation standards and ensure all underwriting documentation is complete.
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: Phoenix, US-AZ
Salary / Rate: Not Specified
Posted: 2025-11-05 08:04:28
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Company
Federal Reserve Bank of Atlanta
As an employee of the Atlanta Fed working for the Office of Employee Benefits (OEB) in the Newark, NJ office, you will help support our mission of promoting the stability and efficiency of the U.S.
economy and financial system.
Your work will affect the economy of the Southeast, the United States, and the world.
The work we do here is important, and how we do it is just as important as what we do.
We live our values of integrity, excellence, and respect every day.
We do the right thing, we do things right, and we treat people right.
A career at the Federal Reserve Bank of Atlanta gives you the chance to do work that touches lives and helps communities prosper.
Onsite Work Expectations:
The Bank believes in flexibility to balance the demands of work and life while also recognizing the necessity of connecting and collaborating with our colleagues in person.
Onsite work is an essential function of this position, and you are required to be onsite according to the schedule set by your management.
We are hiring for multiple Sr.
Benefits Analyst positions in both our Health and Welfare and Plan Administration teams.
We’re looking for:
* Ability to make sound decisions and demonstrate a high degree of trustworthiness in handling confidential and sensitive information.
* Ability to communicate clearly and confidently across multiple levels of the organization and externally.
The Senior Benefits Analyst (Plan Administration) is involved in day-to-day operations, administration, communications and compliance of the Federal Reserve’s qualified and non-qualified retirement plans, non-qualified deferred compensation plan and other executive programs.
Demonstrates effective interpersonal, written verbal communication skills to facilitate effective working relationships.
The employee plays a key part in assisting the broader Administration team with data analysis, interacts with plan participants, including actives/retirees, of the Federal Reserve Banks, the Board of Governors, and the Consumer Financial Protection Bureau.
The Senior Benefits Analyst (Health & Welfare) oversees the relationship and service performance of outsourced administrators and service providers for the Federal Reserve’s health and welfare benefits plans.
Demonstrates effective interpersonal, written verbal communication skills to facilitate effective working relationships.
The employee plays a key part in assisting the broader Health & Welfare Benefits team with data analysis, interacts with plan participants, including actives/retirees, of the Federal Reserve Banks and the Board of Governors, and HR and benefits colleagues across the Federal Reserve System.
* Accountable for generally low/medium complexity vendor management responsibilities for System-wide benefits programs
* Research and respond to inquiries from vendors, stakeholders, plan participants and Federal Reserve System par...
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Type: Permanent Location: Newark, US-NJ
Salary / Rate: Not Specified
Posted: 2025-11-05 08:04:27
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Job Description
We are seeking an experienced Associate to join our M&A Sales Enablement team.
As an Associate, you will provide comprehensive strategic support, collaborating with key stakeholders across M&A, Finance, Strategy, and senior management.
You will be part of a dynamic team that values innovation and strategic thinking.
As an Associate on the M&A Sales Enablement team, you will closely collaborate with the Managing Director in M&A Sales Enablement to work on an evolving portfolio of strategic M&A and Advisory related initiatives.
Your responsibilities will involve driving execution and tracking these initiatives, collectively aimed at growing the business, streamlining front office client engagement, and providing timely and intuitive analytics for senior management decision-making.
Job Responsibilities:
* Work closely with M&A Sales Enablement MD to execute a portfolio of strategic initiatives involving broad cross-sections of the corporate and Investment bank.
* Direct strategic thinking and approach, guiding teams with the most complex aspects of problem solving specifically client targeting.
* Craft clear and coherent narratives, leveraging creative data visualization and compelling story-telling, to enable client engagement and targeting.
* Facilitate coordination between M&A and Industry Coverage teams on business development initiatives.
* Develop presentations and executive material to analyze and articulate performance, competitive positioning, and market opportunities.
* Manage programs/initiatives that harness the firm's broad relationship base to drive targeting and lead generation efforts.
* Perform bespoke/ad-hoc analysis to support strategic initiatives and diagnose performance.
Required Qualifications, Skills, and Capabilities:
* 3+ years of experience in investment banking and/or strategy roles within Financial Services.
* Bachelor's degree in Business, Finance, Economics, or other related area.
* Proven experience delivering timely, high-quality presentations and/or reporting for various projects and stakeholders.
* Ability to synthesize information to summarize a "story" for senior management.
* Strong work ethic, self-starter with a creative 'can-do' attitude.
* Quick learner with strong attention to detail.
* Ability to execute multiple projects simultaneously and independently.
* Excellent qualitative and analytical problem-solving skills.
* Professional maturity, personal integrity, and excellent interpersonal skills.
* High-level proficiency in MS-Office products (PowerPoint, Excel, Word).
Preferred Qualifications, Skills, and Capabilities:
* Experience in an investment banking environment.
* Familiarity with JPMorganChase business structure and client base
* Ability to receive and act upon feedback effectively.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutio...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-11-05 08:04:22
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Be an integral part of an agile team that's constantly pushing the envelope to enhance, build, and deliver top-notch technology products.
As a Software Engineer III at JPMorgan Chase within the Asset and Wealth Management - Technology team, you lead multiple teams and manage day-to-day implementation activities by identifying and escalating issues and ensuring your team's work adheres to compliance standards, business requirements, and tactical best practices.
Job responsibilities
* Maintain existing applications - with emphasis on the Java-based code bases
* Design, Develop, Test, Deploy and Support new services or add new features into existing services using Java, Python and optionally JavaScript/TypeScript
* Maintain deployment and testing jobs that integrate into firmwide SLDC tooling
* Stay on top of technology rules, firm requirements, trends and best practices to ensure that code is future-friendly.
* Maintain proper documentation and share knowledge with other team members
* Engage with project managers, business analysts, developers, testers, and product owners to ensure that deliverables are implemented in timely fashion
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 3+ years applied experience.)
* Strong engineering experience, focusing on Java or Python
* An ability to effectively communicate concepts and ideas to team members and clients, as well as ability to adapt to client cultures and work environments
* A desire to work with a variety of technologies, and passion for driving quality and improving the productivity of the software development lifecycle
* Strong design, coding, testing and debugging skills
* Experience with a variety of testing methodologies, including API Testing, Integration Testing, Behavior Driven Development, and Test Driven Development
* Knowledge and benefits of Services and API layer development and testing
* Experience in continuous integration tools such as Jenkins/Team City, git as version control
Preferred qualifications, capabilities, and skills
* Experience and interest in working with AI DS tools such as LLM or others
* Experience and interest in working with Digital Documents - parsing, converting, storing, previewing, etc
* Understanding of web technologies (e.g.
React, HTTP, REST, HTML, CSS, etc...)
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 base...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-11-05 08:04:21
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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...
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Type: Permanent Location: West Jordan, US-UT
Salary / Rate: Not Specified
Posted: 2025-11-05 08:04:20
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Are you looking for an exciting opportunity to solve exciting business problems? Our Technology team builds innovative products, services, applications to support various business functions, workflows of Wholesale Lending Services.
As an Applied AI/ML Lead in our Technology team, you will play a crucial role in analyzing business problems, experimenting with state-of-the-art models, and developing machine learning and deep learning solutions.
You will use your knowledge of ML toolkit and algorithms to deliver the right solution.
You will be a part of an innovative team, working closely with our product owners, data engineers, and software engineers to build new systems.
We are looking for someone with a passion for data, ML, and Software Development, who can understand the data landscape in large and complex organizations.
Job Responsibilities
* Lead programs and provide directions to successfully implement the large AI/ML initiatives
* Assist product leadership in defining the problem statements, execution roadmap
* Develop state-of-the art machine learning models to solve real-world problems and apply it to tasks such as NLP, personalization, or recommendation systems.
* Collaborate with business, operations, and other technology colleagues to understand AI needs and devise possible solutions.
* Develop end-to-end ML/AutoML/AutoNLP pipelines and operationalize the end-to-end orchestration of the ML models to support the various use cases like Document Q&A, Search, Information Retrieval, classification, personalization, etc.
* Build both batch and real-time model prediction pipelines with existing application and front-end integrations.
* Collaborate to develop large-scale data modeling experiments, Explain complex concepts to senior funders and stakeholders.
* Collaborate with multiple partner teams such as Business, Technology, Product Management, Legal, Compliance, Strategy and Business Management to deploy solutions into production.
* Work with Product Owners and Software Engineers to productionize the models and Partners closely with business partners to identify impactful projects, influence key decisions with data, and ensure client satisfaction.
Required qualifications, capabilities, and skills.
* BS or MS or PhD in Computer Science or Data Science or Statistics or Mathematical sciences or Machine Learning.
Strong background in Mathematics and Statistics.
* At least 7 years' experience in applying data science, ML techniques to solve business problems and one of the programming languages like Python, Java, C/C++, etc.
* Experience with LLMs and Prompt Engineering techniques.
* 1+ year of experience working with Gen AI solutions / LLMs such as GPT, Claude, Llama etc.
* Solid background in NLP, Generative AI and hands-on experience and solid understanding of Machine Learning and Deep Learning methods and familiar with large language models
* Extensive experien...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-11-05 08:04:19
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We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Program Banker Analyst in the U.S.
Private Bank, you will work on an integrated team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and to serve existing clients.
As a top performing Analyst, you will have the opportunity to continue onto the next phase at the firm as an Associate at the end of the program.
Promotional opportunities within J.P.
Morgan are based on our business needs and the Analyst's performance.
The two-year Analyst Program provides exposure to our multiple business areas within the Private Bank including but not limited to credit and lending, multi-asset class investments, wealth advisory and estate planning.
Job Responsibilities
* Help devise customized financial strategies for existing and prospective clients
* Prepare pitch books and meeting materials
* Collaborate with integrated team members to analyze balance sheets and understand a clients' investment objectives to produce customized recommendations that consider appropriate risk/return objectives
* Become an expert in a range of proprietary models to provide recommendations on tailored solutions
* Conduct research and analysis; assist with product development and prospecting efforts
* Research client inquiries and manage follow up communication and materials
* As you progress in your role, you will assume significant responsibility by interacting frequently with senior management and working directly with clients
Required Qualifications, Capabilities, and Skills
* Bachelor's degree with a minimum overall GPA of 3.2
* No more than two years of work experience following completion of undergraduate program
* Demonstrated aptitude for sales and client relationship management
Preferred Qualifications, Capabilities, and Skills
* Superior multi-tasking and organizational skills
* Excellent communication skills and poise giving presentations
* Genuine interest in financial markets and macro-level economic trends
* Ability to leverage both quantitative and qualitative resources to understand complex financial situations and present solutions
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 a...
....Read more...
Type: Permanent Location: Miami, US-FL
Salary / Rate: Not Specified
Posted: 2025-11-05 08:04:19
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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 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 ...
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Type: Permanent Location: Yorktown Heights, US-NY
Salary / Rate: Not Specified
Posted: 2025-11-05 08:04:14
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Leverage your risk management and audit skills to oversee global deliverables with our team!
As an Audit Executive Director within the Wholesale Credit Risk team, you will manage and lead the audit coverage for Wholesale Credit, Liquidity, and Capital Risk functions.
Your responsibilities include conducting ongoing risk assessments of the risks and controls related to credit risk approval, counterparty credit risk management, liquidity management, capital adequacy, performance monitoring, risk reporting, and data quality processes.
You will execute audits, validate audit issues, and complete continuous monitoring activities.
We are looking for an experienced senior business audit professional to lead this focused work, oversee various audit activities, and provide updates to senior management as needed.
Job responsibilities
* Lead and manage large and complex audit deliverables from planning to reporting, ensuring quality deliverables that meet departmental and professional standard
* Conduct detailed risk and control assessments across Wholesale Credit, Liquidity, and Capital Risk processes.
* Finalize and communicate audit findings, using judgment to provide an overall opinion on the control environment
* Build and maintain relationships with senior stakeholders, fostering a culture of engagement while adding value
* Actively participate in key governance forums to provide independent challenge to management on control matters
* Contribute to the resolution of complex and time sensitive regulatory and audit issues
* Drive a culture of innovation through automation of controls to enhance audit coverage
* Understand the stakeholder priorities and provide independent feedback on control enhancements and implementation
* Effectively manage and lead the Audit team, performing timely reviews of work performed and providing constructive feedback to enhance team performance and skills.
* Prioritize diversity & inclusion by creating an environment where all team members are able to contribute to their full potential
* Foster feedback by providing and soliciting timely, actionable feedback to help each team member improve and grow
Required qualifications, capabilities, and skills
* 10+ years' experience with internal audit methodology, applying concepts in audit delivery, and effectively leading and managing large complex audits
* Bachelor's degree in Economy, Finance, Math or related discipline
* Proven ability to develop and maintain strong professional relationships with key stakeholders
* Excellent interpersonal, leadership and coaching skills
* Solid understanding of internal control concepts with the ability to evaluate and determine the adequacy of controls
* Excellent verbal and written communication skills, with the ability to present complex and sensitive issues to senior management and influence change
* Ability to work effectively within a team, bo...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-11-05 08:04:10
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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
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...
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Type: Permanent Location: Saint John, US-IN
Salary / Rate: Not Specified
Posted: 2025-11-05 08:04:09
