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Do you take pride in providing an excellent customer experience? Are you outgoing, knowledgeable, and service-oriented? Do you have the determination to close sales and build lasting relationships with new and existing customers? If so, we'd like you to join our team as an Inside Sales/Commercial Quoting Specialist.
About the Role:
You will:
* Meet or exceed the sales targets established by your Manager.
* Work with the Profit Center Manager to establish revenue and margin targets.
* Accurately process Sales Orders and Bids generated through telephone sales transactions.
* Assist customers who pick up their order at our Profit Center.
* Find innovative ways to grow sales with existing customers and become their trusted advisor.
* Generate sales leads that develop into new customers.
* Identify opportunities for value-added services and articulate our solutions.
* Investigate and resolve customer problems, address pricing deductions and material returns timely and in accordance with Company policy and procedure, and follow up to ensure resolution and customer satisfaction.
* Support Counter and Outside Sales activities and all Profit Center activities as part of our Profit Center team.
* Communicate to the Profit Center Manager and Credit Manager any changes in a customer's business that might cause a credit risk.
* Successfully complete required safety and compliance training programs as assigned.
* Perform other reasonably related duties as assigned by immediate supervisor and other management as required.
About You:
* 1 year of experience in customer service or inside sales; contractor sales preferred.
* Knowledge of products sold in the Profit Center preferred.
* Possess a proper and valid driver's license
Additional Details:
* Experience in quoting/commercial quoting is preferred but not required
* Experience in the plumbing industry preferred but not required
* Room for growth into an outside sales representative role
Our ideal candidate will also:
* Effectively use Microsoft Office software (Outlook, Word, Excel) to communicate via email, to maintain weekly sales plans, call reports, and customer contact files, and to analyze customer data.
* Demonstrate outstanding customer service, telephone/verbal communication, and generous listening skills.
* Demonstrate product knowledge to answer customer questions and identify opportunities to upsell or cross sell.
* Build influential relationships and trust with customers and vendors through open and interactive communication.
* Be able to ask probing questions to understand customer needs, overcome objections by recommending profitable solutions, explain our value-added services, and ask for the order and close the sale.
* Be able to build positive working relationships and inspire teamwork with co-workers.
* Be able to learn and operate the computer related ...
Hajoca Corporation Job 9132 by eQuest
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Type: Permanent Location: New Philadelphia, US-OH
Salary / Rate: Not Specified
Posted: 2026-02-08 07:08:38
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Become an integral part of the International Consumer Banking team where you will have the opportunity to work in a fast-paced organization and each day will be unique! This role provides a platform for professional growth and skill enhancement.
Be part of a team that is results-oriented, with a focus on attention to detail and quality.
As a Senior Administrative Assistant in International Consumer Banking, you will need to work well in a team environment, be able to represent the manager/group with professional courtesy and acumen and deliver flawless work output.
Your daily routine also includes interaction with various executive level internal clients across the lines of businesses.
You will need to adapt procedures, processes, and techniques to complete assignments in line with the department's activities and goals.
Job responsibilities
* Maintain complex and detailed calendars
* Screen incoming calls and determine the level of priority, while using caution in dispensing information
* Manage the coordination and logistics of both internal and external meetings
* Arrange and coordinate complicated domestic and international travel
* Organize all aspects of internal and external events, including catering and transportation
* Process invoices and T&E expense claims for team members, ensuring all policies are followed and items are processed within provided guidelines
* Assist with staff on-boarding and off-boarding, which includes requesting equipment setup and system access
* Produce high quality emails and messages to individuals at all levels of the organization
* Maintain department documents, including current organizational charts and Executive Bio's
* Handle regular activities without prompting, and advise in advance with issues or delays
* Assist in editing spreadsheets and presentations, including printing and binding, for client meetings
Required qualifications, capabilities, and skills
* At least three years of administrative experience
* Advanced ability to organize
* Discretion and good judgment in confidential situations, and proven experience interacting with senior management
* Strong interpersonal, written, and oral communication skills
* Strong proficiency in Microsoft Office
* Excellent telephone etiquette and ability to manage competing priorities i.e.
calendar management
Preferred qualifications, capabilities, and skills
* College degree is a plus
Note: This role requires five days in the office (Mon-Fri) and will not support Hybrid option
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...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-02-08 07:08:38
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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 Virtual Banker III within Consumer Banking, 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 act as the main point of contact for a select group of Chase's clients, managing a diverse portfolio of client banking relationships.
You will engage clients via both inbound and outbound communication through phone and video, providing strong customer service.
Your responsibilities include offering advice and sharing products and services to help them meet their financial needs, connecting them to our team of experts to assist with specialized financial needs, all while making them feel appreciated and embodying our commitment to being the bank for all.
Job Responsibilities
* Manage assigned customers virtually, building lasting relationships and tailoring product and service recommendations based on financial needs.
* Guide and set up self-service options like the Chase Mobile App, Chase.com, and ATMs to enhance customers' banking experience.
* Partner with One Chase Partners to connect customers to experts for specialized financial needs.
* Demonstrate excellent communication skills, including written, phone, and video, to engage customers, tailor product features, and resolve issues promptly.
* Influence, educate, and connect customers to technology, delivering solutions that integrate One Chase products effectively.
* Adhere to policies, procedures, and regulatory requirements, operating within risk parameters and meeting compliance obligations.
* Achieve or exceed performance metrics related to client engagement and referrals, showing initiative in preventing problems.
* Foster a welcoming atmosphere, delivering attentive service, and cultivating relationships with affluent clients by tailoring features and benefits.
* Emphasize taking a lead role in delivering an outstanding experience to Chase customers and highlight contribution to the success of the Virtual Bank.
* Cultivate relationships with affluent clients, tailoring features and benefits of products and services to customers with differing needs.
Required Qualifications, Capabilities, and Skills
* Demonstrate success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
* 2+ years of Branch Banking or equivalent experience in financial services with success in new client acquisition and revenue generation.
* Demonstrated client-first attitude with the ability to create a hospitable and friendly experience.
* Strong relationship-building skills, showing genuine c...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2026-02-08 07:08:37
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JPMorgan Chase & Co .
is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries, It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.
The J.P.
Morgan Wealth Management business is focused on helping investors achieve their long-term financial goals and comprised of the Chase wealth management business, J.P.
Morgan Securities and our digital investing platform.
As a Affluent Thought Leadership Events Manager Senior Associate within the Wealth Management business you will support event execution for the J.P.
Morgan Wealth Management business - specifically our mass affluent audience.
In the role you will focus on understanding overall Wealth Management goals and objectives, and you will develop event marketing tactics to lead consideration for JPMorgan.
In addition you will focus on event execution, managing event logistics (operational/tactical).
In this role, you will report into and partner closely with Mass Affluent events manager along with the retail bank and regional sales leadership to ensure we are meeting the needs of client and prospects to JPMorgan Wealth Management.
Job responsibilities
* Manage overall event planning logistics - end to end- serve as main contact booking speakers, venues, creating menus, etc.; additional logistical tasks include:
* Manage registration processes - Website Development & Maintenance; Client Communications i.e.
Invites
* Manage event reporting - Daily Registration Reports; Post-Event client identification # Collection
* Manage analytics to understand program/engagement impacts to business goals
* Manage budget: maintain document budgets; works with Accounts Payable to process invoices and track expenses
* Support sourcing/contracting -submit and work through speaker/vendor contracts
* Support vendor management -onboard & manage relationships with new/existing vendors
* Document team processes as they become solidified
* Develop and maintain a detailed events calendar for the business, in close collaboration with Chase Private Client, Business Banking & Private Bank events team
* Manage and develop event registration tools/platforms
Required qualifications, capabilities, and skills:
* 5+ years prior experience in event planning and execution, including vendor contract negotiations and processes
* Experience planning and executing large-scale and smaller-scale events that are brand-relevant and are executed at the high quality for affluent and high net worth clients; extensive experience running virtual events - knowledge of working with production and online companies to run virtual events
* Enjoys working with others & can build strong relationships with various partner teams
* Strong organizational and project management skills; a pa...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-02-08 07:08:37
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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 Virtual Banker III within Consumer Banking, 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 act as the main point of contact for a select group of Chase's clients, managing a diverse portfolio of client banking relationships.
You will engage clients via both inbound and outbound communication through phone and video, providing strong customer service.
Your responsibilities include offering advice and sharing products and services to help them meet their financial needs, connecting them to our team of experts to assist with specialized financial needs, all while making them feel appreciated and embodying our commitment to being the bank for all.
Job Responsibilities
* Manage assigned customers virtually, building lasting relationships and tailoring product and service recommendations based on financial needs.
* Guide and set up self-service options like the Chase Mobile App, Chase.com, and ATMs to enhance customers' banking experience.
* Partner with One Chase Partners to connect customers to experts for specialized financial needs.
* Demonstrate excellent communication skills, including written, phone, and video, to engage customers, tailor product features, and resolve issues promptly.
* Influence, educate, and connect customers to technology, delivering solutions that integrate One Chase products effectively.
* Adhere to policies, procedures, and regulatory requirements, operating within risk parameters and meeting compliance obligations.
* Achieve or exceed performance metrics related to client engagement and referrals, showing initiative in preventing problems.
* Foster a welcoming atmosphere, delivering attentive service, and cultivating relationships with affluent clients by tailoring features and benefits.
* Emphasize taking a lead role in delivering an outstanding experience to Chase customers and highlight contribution to the success of the Virtual Bank.
* Cultivate relationships with affluent clients, tailoring features and benefits of products and services to customers with differing needs.
Required Qualifications, Capabilities, and Skills
* Demonstrate success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
* 2+ years of Branch Banking or equivalent experience in financial services with success in new client acquisition and revenue generation.
* Demonstrated client-first attitude with the ability to create a hospitable and friendly experience.
* Strong relationship-building skills, showing genuine c...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2026-02-08 07:08:37
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Reporting to the Global Head of Pricing, the Deposit Pricing Associate supports the Banking Practice by contributing to analytical projects and key business initiatives.
Job Responsibilities:
Develop and institutionalize process to maintain an analytical source of truth for deposits data - account/client attributes & performance every month, for new and existing book.
Apply data-driven approaches to help create, refresh, and maintain pricing strategies for all deposit products in GPB's global deposit business.
Perform in-depth analysis of prevailing pricing across clients and products, leveraging quantitative techniques & frameworks, to recommend rate changes and present findings at scheduled forums.
Own intent in technology projects to revamp pricing screens, controls & deposit placement tickets, increase efficiency and build more data controls.
Design, build, and maintain advanced models and analytical workflows to evaluate the impact of pricing changes on book volumes and net interest income, supporting incremental profitability assessments.
Collaborate with other business lines to understand and align pricing strategies, sharing analytical insights to support decision-making.
Required Qualifications, capabilities & skills:
4+ years of experience in financial services, with a strong focus on analytics supporting the Banking business.
Background in financial services/deposits/lending & treasury, ideally within Wealth Management, with hands-on experience in data analysis and modelling.
Structured problem solving - Identify issues, define clear problem statements, arrive at hypotheses, develop frameworks, pull data to unambiguously prove or disprove these hypotheses.
Storyboarding & Presentation - Strong written and verbal communication skills to communicate problem-solving approach, framework and recommendations.
Data & Quantitative analysis - Strong proficiency with SQL, Python, SAS, Tableau, Alteryx, and MS Office suite including Excel, PowerPoint
Intellectual curiosity - demonstrated eagerness/aptitude to learn about global macroeconomics, short-term yield trends, recent developments in analytical modelling that study client behavior.
Team player with positive attitudes towards new tasks, dealing with obstacles in daily tasks, details oriented and willingness to put in additional efforts.
Preferred Qualifications, capabilities & skills:
Strategic and analytical thinker with a drive towards execution and results.
Influencing skills to manage a variety of stakeholders from different functions.
Team player who proactively shares knowledge and information within and outside the function and can manage other team members.
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 s...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-02-08 07:08:36
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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 Virtual Banker II within Consumer Banking, 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 engage clients via both inbound and outbound communication through phone and video, providing strong customer service.
Your responsibilities include offering advice and sharing products and services to help them meet their financial needs, connecting them to our team of experts to assist with specialized financial needs, all while making them feel appreciated and embodying our commitment to being the bank for all.
Job Responsibilities
* Foster a welcoming atmosphere by delivering attentive and friendly service, acting with a client-first attitude, and collaborating with team members to provide the most appropriate solutions.
* Demonstrate a commitment to hospitality by consistently exceeding client expectations and creating a warm and inviting environment.
* Handle inbound and outbound communication to engage in meaningful conversations, identify financial needs, and offer personalized financial solutions.
* Cultivate strong client relationships through active listening, thoughtful questioning, and exceptional customer service, referring clients to our team of experts as needed.
* Partner with One Chase Partners (Private Client Advisors, Home Lending Advisors, and Business Relationship Managers) to connect customers to experts for specialized financial needs.
* Guide clients in utilizing technology self-service options such as the Chase Mobile App, Chase.com, and ATMs to enhance their banking experience.
* Achieve or exceed performance metrics related to client engagement and referrals, while staying informed about Chase products, services, and industry trends.
* Resolve client issues promptly and with attention to detail, ensuring a consistent and positive client experience.
Required Qualifications, Capabilities, and Skills
* 1+ year of banker or equivalent experience in financial services with success in new client acquisition and revenue generation.
* Demonstrated client-first attitude with the ability to create a hospitable and friendly experience.
* Strong relationship-building skills, showing genuine care and concern during client interactions.
* Excellent communication skills, with the ability to engage clients clearly and courteously over the phone, video, and via email.
* Proficiency in quickly and accurately learning products, services, and procedures.
* Ability to work collaboratively as a team to deliver seamless service with care and sincerity.
* Comm...
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Type: Permanent Location: Tempe, US-AZ
Salary / Rate: Not Specified
Posted: 2026-02-08 07:08:36
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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 Virtual Banker II within Consumer Banking, 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 engage clients via both inbound and outbound communication through phone and video, providing strong customer service.
Your responsibilities include offering advice and sharing products and services to help them meet their financial needs, connecting them to our team of experts to assist with specialized financial needs, all while making them feel appreciated and embodying our commitment to being the bank for all.
Job Responsibilities
* Foster a welcoming atmosphere by delivering attentive and friendly service, acting with a client-first attitude, and collaborating with team members to provide the most appropriate solutions.
* Demonstrate a commitment to hospitality by consistently exceeding client expectations and creating a warm and inviting environment.
* Handle inbound and outbound communication to engage in meaningful conversations, identify financial needs, and offer personalized financial solutions.
* Cultivate strong client relationships through active listening, thoughtful questioning, and exceptional customer service, referring clients to our team of experts as needed.
* Partner with One Chase Partners (Private Client Advisors, Home Lending Advisors, and Business Relationship Managers) to connect customers to experts for specialized financial needs.
* Guide clients in utilizing technology self-service options such as the Chase Mobile App, Chase.com, and ATMs to enhance their banking experience.
* Achieve or exceed performance metrics related to client engagement and referrals, while staying informed about Chase products, services, and industry trends.
* Resolve client issues promptly and with attention to detail, ensuring a consistent and positive client experience.
Required Qualifications, Capabilities, and Skills
* 1+ year of banker or equivalent experience in financial services with success in new client acquisition and revenue generation.
* Demonstrated client-first attitude with the ability to create a hospitable and friendly experience.
* Strong relationship-building skills, showing genuine care and concern during client interactions.
* Excellent communication skills, with the ability to engage clients clearly and courteously over the phone, video, and via email.
* Proficiency in quickly and accurately learning products, services, and procedures.
* Ability to work collaboratively as a team to deliver seamless service with care and sincerity.
* Comm...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2026-02-08 07:08:36
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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: Lakeville, US-MN
Salary / Rate: Not Specified
Posted: 2026-02-08 07:08:35
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Market Executive - Healthcare Technology Banking - Managing Director
You are customer focused, enjoy building relationships, leading teams, and providing financial advice to your clients.
A role as a Market Executive on the Healthcare Technology Banking team in our Commercial and Specialized Industries group is for you.
As a Market Executive on the Healthcare Technology Banking team, you will be responsible for growing and retaining profitable relationships within the dynamic Healthcare Technology sector.
You will hire and direct team members in their business development efforts to grow and retain profitable banking relationships.
In this role you will be expected to maintain a portfolio of your own while leading the banking team, however the portfolio size is typically smaller in recognition of management responsibilities.
The Healthcare Technology team is part of J.P.
Morgan's Commercial and Specialized Industries group.
In this role you will be the focal point of client acquisition and ongoing relationships with the world's most innovative companies.
We work both independently and as part of a dynamic team to deliver the entire firm to our clients.
The ideal candidate will be positioned to be a leader in the greater New York area.
Job Responsibilities
* Demonstrate the ability to build a brand within your market that represents the Healthcare Technology team as the "Leading Commercial and Specialized Industries bank serving the best and most diverse clients"
* Develop new business with the most innovative new Healthcare Technology solutions in your market by acquiring new relationships, evaluating credit opportunities, deepening existing relationships by delivering the entire Firm
* Relentless focus on following healthcare industry trends and sector investment dynamics across venture, growth and buyout equity
* Manage a team of high performing Relationship Executives and lead internal strategic discussions with partners across all our solutions including Investment Banking, Capital Markets, Risk Management, and Payments
* Champion a culture of innovation and a customer centric mindset balanced with the ability to manage risk (credit, operational, and reputational) appropriately
Required Qualifications, Capabilities and Skills
* Minimum of 15 years account relationship management experience with a focus on business relationships
* Understanding of Commercial Banking products and services with knowledge of the region
* Ability to mobilize internal networks and resources
* Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
* Management experience in a Commercial Bank setting, specifically leading a commercial lending sales team with proficiency in building and maintaining positive client relationships
* Excellent verbal and written communications skills; able to effectively communicate clearly and concisely
* Creative solution and prob...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-02-08 07:08:35
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Are you ready to make an impact in the world of financial and regulatory reporting? Join our team and leverage your detail-oriented mindset to deliver high-quality reporting for a diverse portfolio of alternative investment funds.
The Financial Reporting Associate for Alternative Funds is responsible for preparing, analyzing, and reviewing financial statements and reports for a portfolio of alternative investment funds (including hedge funds, private equity, and hybrid funds).
This role ensures compliance with relevant accounting standards, regulatory requirements, and internal policies, while supporting audit processes and collaborating with various stakeholders.
Job responsibilities
* Apply up-to-date product, industry, and market knowledge in specialty areas of financial reporting.
* Contribute to the preparation, review, and submission of monthly, quarterly, semi-annual, and annual reports for alternative investment fund clients and their auditors, supporting regulatory efforts to compile key statistics on domestic and international portfolio positions and trends.
* Prepare, review, and analyze quarterly, semi-annual, and annual financial statements for alternative investment funds in accordance with US GAAP, IFRS, Lux GAAP, and other applicable standards, ensuring accuracy and completeness by performing quarter-over-quarter variance analytics.
* Coordinate data collection and quarterly business results with various lines of business, Regulatory Controllers, and reporting teams.
* Assist in the thorough assessment of the issues and outcomes.
* Adhere to proof and control procedures to ensure accurate reconciliation between regulatory filings.
* Adhere to various control procedures and edit checks to ensure the integrity of reported financial results.
* Ensure accurate and complete data submission to the Regulators.
* Interpret and define regulatory requirements and coordinate internal and external policies.
* Establish and manage relationships with the line of business as well as with external regulatory agency constituents through ongoing partnership and dialogue.
* Participate in continuous improvement efforts around data quality review and external reporting improvement projects.
* Maintain and update fund accounting records, including capital activity, income allocations, and expense accruals.
* Collaborate with fund managers, operations, tax, and compliance teams to resolve reporting issues and support new fund launches.
* Monitor changes in accounting standards and regulatory requirements, assessing their impact on financial reporting.
* Assist in process improvement initiatives to enhance reporting efficiency and accuracy.
* Support ad hoc projects and requests related to financial reporting and fund operations.
Required qualifications, capabilities, and skills
* 5+ years in a Finance organization with exposure to accounting, financial statements...
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Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2026-02-08 07:08:35
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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...
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Type: Permanent Location: Aliso Viejo, US-CA
Salary / Rate: Not Specified
Posted: 2026-02-08 07:08:35
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If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you.
As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice.
You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.
Job Responsibilities
* Acquire, manage, and retain a portfolio of 100 - 130 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000
* Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
* Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
* Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business.
Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships.
Regularly review processes and strategies with manager, making adjustments as needed
* Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
* Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
* Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements
Required qualifications, capabilities, and skills
* Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience
* General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
* Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
* Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
* Determine and balance priorities on a daily basis to achieve b...
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Type: Permanent Location: Bentonville, US-AR
Salary / Rate: Not Specified
Posted: 2026-02-08 07:08:34
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If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you.
As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice.
You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.
Job Responsibilities
* Acquire, manage, and retain a portfolio of 100-130 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000
* Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
* Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
* Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business.
Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships.
Regularly review processes and strategies with manager, making adjustments as needed
* Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
* Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
* Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements
Required qualifications, capabilities, and skills
* Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience
* General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
* Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
* Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
* Determine and balance priorities on a daily basis to achieve bus...
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Type: Permanent Location: Bolingbrook, US-IL
Salary / Rate: Not Specified
Posted: 2026-02-08 07:08:34
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Bank Loan Administration is responsible for trade instruction capture, settlements, and lifecycle events for bank loan assets under Fund Services.
The team partners with various internal and external parties, including but not limited to, fund accounting, client services, fund managers, as well as agent banks.
As an Fund Servicing Analyst within the Bank Loan Administration team, you will play a crucial role in managing the trade instruction capture, settlements, and lifecycle events for bank loan assets within our Fund Services division.
You will work closely with a network of internal and external partners, including fund accounting, client services, fund managers, and agent banks, to ensure seamless operations and exceptional client service.
Job responsibilities
* Understand of all aspects of loan or deal administration functions (including all aspects of funding)
* Be responsible for the bank loan life cycle events including paydown, drawdown, interest rate resets, payment-in-kind interest calculations, delayed compensation accruals / calculations and trade settlements
* Develop a thorough knowledge of our client base and building relationships with Investment Managers and other related third parties.
Work closely with your clients to resolve queries and providing first level account service
* Create, maintain and update procedures for client specific deliverables
* Review of daily controls and communication of any new training or procedural changes to the team; ensure that all controls and procedures outlined in the procedures manual and general company policies are complied with across all groups
* Ensure all scheduled work is completed by agreed deadlines, checklists are signed and files contain all required documentation; work cooperatively and effectively with others to set goals, resolve problems, and make decisions that enhance organizational effectiveness
* Assist in testing and implementation of system enhancements as required
Required qualifications, capabilities, and skills
* Bachelor's degree, with minimum 2 years relevant work experience in bank debt / leveraged loan operations
* Excellent communication and relationship/partnership-building skills both with team members as well as other business partners
* Strong attention to detail with a control mindset, time management, planning skills and the ability to handle multiple competing priorities
* Demonstrates flexibility and willingness to accept new assignments and challenges in a rapidly changing environment
* Strong decision-making skills, ability to identify problems and propose solutions.
Exhibit initiative to raise issues to appropriate/relevant parties when needed
Preferred qualifications, capabilities, and skills
* Knowledge of LSTA/LMA standard documents, such as Trade Confirmations
* Knowledge of financial data providers such as Bloomberg, ClearPar, and IHS Markit; investment vehicles related to...
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Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2026-02-08 07:08:34
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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: Portland, US-OR
Salary / Rate: Not Specified
Posted: 2026-02-08 07:08:33
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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: 2026-02-08 07:08:32
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Become an integral part of Commercial & Investment Banking team where you will have the opportunity to work in a fast-paced organization and each day will be unique! This role provides a platform for professional growth and skill enhancement.
Be part of a team that is results-oriented, with a focus on attention to detail and quality.
As an Executive Assistant in Commercial & Investment Banking, you will need to work well in a team environment, be able to represent the manager/group with professional courtesy and acumen, and deliver flawless work output.
Your daily routine also includes interaction with various executive level internal clients across the lines of businesses.
You will need to adapt procedures, processes and techniques to complete assignments in line with the department's activities and goals.
Job responsibilities
* Maintain complex and detailed calendars
* Screen incoming calls and determine the level of priority, while using caution in dispensing information
* Manage the coordination and logistics of both internal and external meetings
* Arrange and coordinate complicated domestic and international travel
* Organize all aspects of internal and external events, including catering and transportation
* Process invoices and T&E expense claims for team members, ensuring all policies are followed and items are processed within provided guidelines
* Assist with staff on-boarding and off-boarding, which includes requesting equipment setup and system access
* Produce high quality emails and messages to individuals at all levels of the organization
* Maintain department documents, including current organizational charts and Executive Bio's
* Handle regular activities without prompting, and advise in advance with issues or delays
* Assist in editing spreadsheets and presentations, including printing and binding, for client meetings
Required qualifications, capabilities, and skills
* At least five years of administrative experience
* Advanced ability to organize
* Discretion and good judgment in confidential situations, and proven experience interacting with senior management
* Strong interpersonal, written, and oral communication skills
* Strong proficiency in Microsoft Office
* Excellent telephone etiquette and ability to manage competing priorities i.e.
calendar management
Preferred qualifications, capabilities, and skills
* Experience supporting at the Managing Director level (or equivalent) or above
* College degree is a plus
Note: This role requires five days in the office (Mon-Fri) and will not support Hybrid options.
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 le...
....Read more...
Type: Permanent Location: Dallas, US-TX
Salary / Rate: Not Specified
Posted: 2026-02-08 07:08:32
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We have an opportunity to impact your career and provide an adventure where you can push the limits of what's possible.
As a Software Engineer at JPMorgan Chase within the Enterprise Platform team, you are an integral part of an agile team that works to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way.
As a core technical contributor, you are responsible for conducting critical technology solutions across multiple technical areas within various business functions in support of the firm's business objectives.
Job responsibilities
* Executes software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems
* Creates secure and high-quality production code and maintains algorithms that run synchronously with appropriate systems
* Produces architecture and design artifacts for complex applications while being accountable for ensuring design constraints are met by software code development
* Gathers, analyzes, synthesizes, and develops visualizations and reporting from large, diverse data sets in service of continuous improvement of software applications and systems
* Proactively identifies hidden problems and patterns in data and uses these insights to drive improvements to coding hygiene and system architecture
* Contributes to software engineering communities of practice and events that explore new and emerging technologies
* Takes initiative in finding solutions to complex problems, utilizing analytical & problem-solving skills, and possessing adaptability to change
* Adds to team culture of diversity, equity, inclusion, and respect
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 5+ years applied experience
* 6+ years of extensive ServiceNow experience leading the design, development and implementation.
* 2+ years of experience with the ITSM module
* Understand customer requirements, translate to high-quality technical solutions.
* Develop and manage custom widgets, pages and UI elements to enhance end-user Service portal experience
* Proficient in scripting languages (JavaScript, Glide scripting) and front-end technologies (HTML, CSS, Angular).
* Experience working on system integrations between ServiceNow and other applications using REST API.
* Strong analysis, problem-solving, and decision-making skills
* Experience in debugging issues and finding new ways of proactive monitoring to ensure platform stability.
* Ability to mentor junior developers, fostering a collaborative and innovative team environment.
* Strong communication skills should be able to clarify requirements with stakeholders and well as work collaboratively with the team.
Preferred qualifications, capabilities, and skills
...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2026-02-08 07:08:32
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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...
....Read more...
Type: Permanent Location: Flushing, US-NY
Salary / Rate: Not Specified
Posted: 2026-02-08 07:08:32
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If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you.
As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice.
You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.
Job Responsibilities
* Acquire, manage, and retain a portfolio of 100 - 130 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000
* Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
* Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
* Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business.
Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships.
Regularly review processes and strategies with manager, making adjustments as needed
* Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
* Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
* Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements
Required qualifications, capabilities, and skills
* Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience
* General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
* Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
* Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
* Determine and balance priorities on a daily basis to achieve b...
....Read more...
Type: Permanent Location: Oklahoma City, US-OK
Salary / Rate: Not Specified
Posted: 2026-02-08 07:08:31
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Bring your expertise to JPMorgan Chase.
As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient.
You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities.
Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As a Lead Credit Officer within Risk Management and Compliance, you will be responsible for analyzing commercial loans to prospects/existing customers, collaborating with banking partners, and structuring transactions that are consistent with our company's policies and procedures.
You are expected to take ownership of the credit process and possess the ability to multi-task, prioritize deal flow and meet delivery deadlines, while making decisions in the best interest of the customer and organization.
You are expected to possess and apply a broad understanding of the business environment including the auto industry, current events, and economic cycles.
The Commercial Solutions Risk team specializes in floorplan lines of credits, real estate loans, acquisition loans, working capital loans, and treasury products to our 450 plus franchised retail automobile dealers.
We are searching for an experienced Lead Commercial Credit Officer to manage a portfolio of approximately $750 million in loan commitments representing our largest and most complex relationships.
Job Responsibilities
* Utilizing excellent commercial credit skills to prepare written credit reviews which assesses credit opportunities, identifies key risks with appropriate structures to mitigate risks including covenants, terms, and conditions for approval
* Determining capacity of operating entities to repay their financial obligations through analysis of company-prepared/audited financial statements and detailed cash flow analysis
* Completing obligor and facility risk ratings with documented rationale for the final risk grades
* Actively take full ownership of your portfolio management responsibilities including annual reviews, loan modifications, covenant breaches inventory audits, overline management, and analyzing trends in key dealer metrics
* Mentoring and training of analysts who support your portfolio management activities
* Interacting with clients, virtually or in person, in conjunction with the Bankers
* Leading/contributing to special projects related to credit topics and issues
* Working proactively, in a constructive, diplomatic manner, with both internal and external contacts to keep transactions moving.
* Demonstrating excellent communication skills both internally and externally and using those communication skills to effectively solve problems
Required qualifications, capabilities, and skills
* Bachelor of Arts in ...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2026-02-08 07:08:31
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If you are a collaborative team player, solutions-oriented, and committed to delivering premier client service, J.P.
Morgan is the place for you!
As a Client Service Associate within the Private Bank Global Families Group at JP Morgan you will be responsible for maintaining, deepening and enriching client relationships.
You will serve as the primary point of contact for all service related needs of a Private Banking client.
This will entail working in a complex team-oriented and fast paced environment with advisors, product partners and operations teams to deliver a seamless and integrated approach across all Private Banking products.
Job responsibilities
* Provide exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, security transfers, and loan transactions including escalated research requests
* Adhere to and maintain the firm's controls policies and procedures and FINRA regulations as well as protecting client assets against potential fraud activities
* Collaborate with respective client facing teams and internal business groups to deliver and execute client transactions
* Review and identify potential business opportunities for clients to engage in additional products and services
Required qualifications, capabilities, and skills
* FINRA Securities Industry Essentials, Series 7 and Series 63 licenses required for the position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven ability to operate effectively in a matrix organization with the ability to work under pressure with tight deadlines
* Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Microsoft Outlook
Preferred qualifications, capabilities, and skills
* College degree or equivalent client service experience preferred
* Experience with a wide array of financial products preferred
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 individual achievements and contributions.
We also offer a range of benefits and programs to meet employee needs, based on eligibility.
These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan,...
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Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2026-02-08 07:08:30
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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...
....Read more...
Type: Permanent Location: Easton, US-PA
Salary / Rate: Not Specified
Posted: 2026-02-08 07:08:30
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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...
....Read more...
Type: Permanent Location: Newington, US-CT
Salary / Rate: Not Specified
Posted: 2026-02-08 07:08:30
