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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: Arlington, US-TX
Salary / Rate: Not Specified
Posted: 2025-12-11 08:07:32
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Join a high-performing team where your analytical skills and creativity will help shape credit portfolio strategies and drive impactful results.
As part of the Credit Portfolio Group, you'll collaborate with experienced professionals, develop innovative solutions, and gain exposure to a wide range of credit products and markets.
This is your opportunity to grow your career in a collaborative, intellectually stimulating environment focused on portfolio management and research.
Job Summary
As an Associate - Credit Portfolio Management & Research in the Credit Portfolio Group Lending team, you will support the management of our loan portfolio through fundamental credit analysis, modeling, and strategy development.
You will work alongside senior portfolio managers and traders, contribute to the creation and ongoing analysis of Synthetic Risk Transfers, and communicate portfolio management strategies to stakeholders.
You will play a key role in formulating credit and relative value views, building models, and supporting the team's decision-making process.
Job responsibilities
* Support management of the loan portfolio through credit analysis and collaboration with senior portfolio managers and traders
* Contribute to the creation, management, and ongoing analysis of Synthetic Risk Transfers (SRTs)
* Formulate credit and relative value views around portfolio positions
* Build and maintain models to project future cash flows and perform valuation work
* Develop and communicate portfolio management strategies to portfolio managers and senior management
* Analyze financial statements, perform financial modeling, and conduct valuation analysis
* Cover multiple credits in a dynamic environment, efficiently evaluating opportunities in response to news and market changes
* Assist in data analysis, manipulation, and organization using Excel and other tools
Required qualifications, capabilities, and skills
* Minimum 3 years of experience in banking, research, or accounting-focused roles such as desk analyst or investment banking analyst
* Proficiency in analyzing financial statements, financial modeling, and valuation
* Strong Excel skills for data analysis, manipulation, and organization
* Strong written and oral communication skills
* Demonstrated ability to cover multiple credits and evaluate opportunities in a dynamic environment
* Intellectual curiosity and passion for markets and investing
Preferred qualifications, capabilities, and skills
* Knowledge of loan and CDS markets
* Progress toward or completion of CFA designation
* Strong technical coding skills, including Python and other languages for data analysis and automation
* Experience with relative value analysis
* Experience in portfolio management or research roles
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small busines...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-11 08:07:31
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Join JPMorgan as a Control Manager at the Vice President level and be part of a team that ensures strong and consistent controls are observed across the Chief Data & Analytics Office organization.
You will have the opportunity to use your skills and knowledge to ensure the security and success of the firm.
As a Control Manager in the Chief Data & Analytics Office, you will oversee the establishment and management of standardized processes, including risk assessment and control evaluation.
Collaborating closely with Control Management and Business teams, you'll conduct various assessments to identify and mitigate risks effectively.
Leveraging your expertise in the CORE platform, you'll ensure alignment with Data Risk Management Standards and Policies, and contribute to the development of control management frameworks.
Additionally, you'll foster a community of practice for Data-related Control Managers across LOB/CFs, facilitating knowledge sharing and alignment with industry best practices.
Your leadership and dedication will inspire confidence among staff and stakeholders, contributing to the overall success of our firm.
Job responsibilities
* Establish and manage a set of Firm-wide Common Processes and associated risks and controls in CORE.
Perform annual control evaluation (design and implementation) and issue management as appropriate.
* Complete relevant assessments in partnership with Control Management and Business teams as needed (Qualitative Operational Risk Assessments (QORA), Compliance and Operational Risk Summaries (CORS), Regulatory Topic assessment, Compliance Risk Assessments (CRA), etc.)
* Ensure key controls described in relevant Data Risk Management Standards and Policies are reflected in CORE content, and where appropriate, across LOB/CFs, leveraging strong knowledge of the CORE platform
* Develop relevant control management framework document(s) in partnership with business and control partners
* Support mapping and gap assessment of current state controls with industry frameworks, or regulatory requirements, to facilitate gap remediation as appropriate
* Support community of practice for Data related Control Managers across LOB/CFs, related to changes to standards, practices and common controls, and calibration
* Review reporting and key metrics to proactively identify emerging risks or themes; partner with the business partners to enhance metrics being gathered to monitor standards-adherence as well as emerging risk detection
* Support Firmwide Chief Data Office control management priorities as necessary, including reviewing materials/responses to regulatory queries and meetings
* Partner with Line of Defense Partners (Legal, Compliance, Op Risk, and Audit) to understand their priorities and engage them as appropriate to manage the control environment, while ensuring successful Compliance/Op Risk tests and Audits, and Regulatory exams as applicable
* Lead by example, wi...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-12-11 08:07:28
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We are seeking a highly skilled and experienced Investment Banking Analyst to join our dynamic Financial Institutions Group (FIG) team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution.
Job Summary
As an Analyst in the Financial Institutions Group (FIG) team in the Investment Banking Division, you will be a key player in the execution of the firm's business.
You will work with expert professionals at the heart of a leading global investment bank.
Senior bankers will get to know you - both as a person and as a valued member of a winning team.
You will experience training, hands-on learning opportunities, continuous mentoring and feedback, and numerous development opportunities.
You will use your related experience to contribute to the firm's M&A execution and capital raising capabilities while helping build J.P.
Morgan's franchise and reputation in the marketplace.
You will develop strong functional skills in the major areas of investment banking and become a senior client executive who is capable of generating and executing your own transactions.
Joining here means you'll become part of our inclusive teams and culture, unified by the firm's mission and commitment to success.
Job Responsibilities
* Execute transactions: support due diligence, document preparation, negotiation etc and liaising with relevant counterpart at the client/other advisers (accounting, legal, etc)
* Working with J.P.
Morgan product and sector teams
* Building and using complex financial models, completing valuation and analytical exercises
* Drafting presentation materials, management presentations, Board materials, Memorandums, and other presentation materials for use in M&A and capital markets transactions or strategic client dialogue Keeping abreast of key market developments and establishing knowledge of the target client base and relevant market dynamics
Required qualifications, capabilities, and skills
* 1 year work experience in an investment banking front office, or related, role.
* Strong accounting, finance, quantitative and business writing skills.
* Bachelor's Degree in Finance, Accounting, or related field.
* Understanding of the transaction cycle and the steps in the process and is execution oriented.
* Impeccable communication skills with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business
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 compet...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-11 08:07:28
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We are seeking a highly skilled and experienced Investment Banking Vice President to join our dynamic Mid Cap Investment Banking team to focus on Technology.
Job Summary
As a Vice President in the Mid Cap Investment Banking team, you'll have experience developing strong relationships with corporates and financial institution clients and working across different products.
You'll work on deals and transaction across the spectrum of our banking products, including mergers & acquisitions, divestitures, restructurings, loans, and equity capital and debt capital raises.
Job Responsibilities
* Acting as the primary day-to-day client point of contact and lead banker on deals
* Reviewing and coordinating the analytic work of junior bankers to move marketing/execution process forward
* Refining marketing/execution materials for maximum client impact
* Overseeing the creation of financial projection models
* Identifying and managing all risks in a given deal
* Liaising with other internal and external parties on transactions (eg.
lawyers, accountants, counterparties)
* Leading client negotiations, Q&A process and management interviews
Required qualifications, capabilities, and skills
* Prior work experience in an investment banking front office role.
* Experience in training junior bankers
* Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity
* Very strong quantitative and analytical skills (including Excel modelling and valuation work)
* Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions
* Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team
* Ability to comfortably interact with clients in a professional and mature manner
* Excellent understanding of financial, legal and reputational risks facing large integrated investment banks in today's environment
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 ...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-11 08:07:27
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The leveraged finance team focuses on analyzing and identifying optimal and marketable capital structure solutions for the client.
As an Associate in Leveraged Finance, you will work with experienced professionals at one of the world's leading global investment banks.
You will focus on analyzing and identifying optimal and marketable capital structure solutions for the client.
You will be responsible for deal coordination efforts across internal and external parties including coverage, credit, legal and client teams.
Job Responsibilities:
* Performing financial modeling and financial statement analysis
* Determining cash flow and asset-based debt capacity based on a wide range of business models
* Driving the preparation of customized term sheets, capital markets and credit approval packages and marketing materials
* Preparing presentation materials and participating in client/investor meetings
* Conducting extensive due diligence on companies, industry and product research as well as comparable analysis
* Coordinating communication across numerous internal and external parties
* Reviewing all work prepared by analysts including financial models
Required qualifications, capabilities, and skills
* 3+ years of experience in Investment Banking, Credit Risk, Big Four experience or related field
* Excellent quantitative and analytical skills with the ability to synthesize large amounts of information and help develop innovative client solutions
Ability to work in a team environment
* Outstanding written and verbal communication skills
* Well organized and able to efficiently manage projects with minimal supervision
* Ability to work well under pressure, multi-task and meet time sensitive deadlines
* Excellent presentation skills; comfortable presenting to client senior management, investors and senior members of the firm
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, backup childcare, tuition reimbursement, ...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-11 08:07:26
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About the Global Mortgage Solutions Business
The Global Mortgage Solutions business is a leading mortgage provider to Ultra High & High Net Worth Global Private Bank clients servicing our global clients for their residential mortgages needs secured by properties in the US, UK, and French markets.
The Global Mortgage Solutions team includes a global mortgage product team and a large team of Mortgage Specialists in multiple global locations who work with clients and bankers to guide them in their home lending financing needs.
US Mortgage Product
The Head of US Mortgage Product is responsible for comprehensive product management, including strategic planning, creation, design, launch, and lifecycle management of all US mortgage and HELOC products and features offered in the US Private Bank.
This role also oversees the end-to-end platforms/products, from client-facing applications to point-of-sale (POS) and loan origination (LOS) products, that enable the mortgage offering.
Reporting to the Global Head of Mortgage Solutions, the Head of Mortgage Product is expected to possess a deep understanding of the mortgage business, its processes, and regulatory complexities.
Collaboration with the Head of EMEA Mortgage Solutions is essential to align product strategy.
The product team aims to drive mortgage and HELOC growth by innovating, modernizing, and creating efficiencies using AI, automation, and traditional development solutions to scale the origination experience while preserving personalized advice.
The team partners closely with Mortgage Specialists (LO's), Mortgage Operations teams, and Global Private Bank (sales) functions, as well as Technology, Legal, Risk, Compliance, and Marketing, to design and deliver solutions that enhance client experience and achieve business objectives.
Role Overview
The ideal candidate will be both innovative and demonstrate strong implementation skills, leading a team of approximately 25 product members while working closely with key stakeholders.
This will be achieved through a comprehensive understanding of mortgage products, their economics, client and advisor features, technology platforms, and the ability to reimagine processes, products, and the mortgage industry.
Strong communication skills are essential to secure buy-in for the global product roadmap.
The Head of Mortgage Product will work closely with the Global Head of Mortgage Solutions, EMEA Head of Mortgage Solutions, regional U.S.
Mortgage Team Leads, Key Technology Leaders, and US Mortgage Operations.
Job Responsibilities
* Collaborate with the Global Head of Mortgage Solutions and key stakeholders, including US Mortgage Operations, to set and execute the vision of the product strategy for mortgage and HELOC home lending products, emphasizing an AI-native approach, innovation, deep intellectual curiosity, and a desire to drive change.
* Lead the development and enhancement of mortgage financial products/features from ideation to launch,...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-11 08:07:25
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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: Queens, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-11 08:07:24
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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: Queens, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-11 08:07:23
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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: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-11 08:07:22
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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: Gardena, US-CA
Salary / Rate: Not Specified
Posted: 2025-12-11 08:07:18
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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 & Service Representative.
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.
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 systems used to process orders.
* Be able to learn to operate warehouse material-handling equipment.
* Read, write, speak, and understand English.
* Be able to add, subtract, multiply, and divide, using whole numbers, common fractions, and decimals.
Hajoca Corporation Job 8887 by eQuest
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Type: Permanent Location: Ann Arbor, US-MI
Salary / Rate: Not Specified
Posted: 2025-12-11 08:07:18
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JOB DESCRIPTION
MAJOR DUTIES & RESPONSIBILITIES:
Duties may include but are not limited to:
* Work independently to analyze risk, rate, quote and bind coverage
* Comply with Best Underwriting Practices and Legal standards when underwriting/quoting accounts
* Maintain proper electronic file documentation per current procedures
* Handle account portfolio within underwriting authority
* Achieve rate and renewal retention according to business goals.
* Identify and pursue account growth through review of insured's website and application data.
* Integrate special projects and tasks without impacting ability to complete existing workloads.
* Build and maintain relationships with key brokers/agents within assigned territory.
* Works effectively as part of a team
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: Philadelphia, US-PA
Salary / Rate: Not Specified
Posted: 2025-12-11 08:07:14
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JOB DESCRIPTION
ESIS is seeking a Senior Claims Representative, Auto/General Liability, to handle commercial claims for our client accounts.
The Senior Claims Representative under the direction of the Claims Team Leader, investigates and settles bodily injury claims promptly, equitably and within established best practices guidelines.
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.
* Reviews, evaluates and negotiates bodily injury claims of varying severities.
* Manages litigation on behalf of clients/insureds.
* Evaluates facts supplied by investigation to determine extent of liability of the insured, if any, and extent 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 undesirable exposures.
* Assists Team Leader in developing methods and improvements for handling claims.
* Settles claims promptly and equitably.
* Obtains releases, proofs of loss or compensation agreements and issues company drafts in payments for claims.
* Informs claimants, insureds/customers or attorney of denial of claim when applicable.
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 disabil...
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Type: Permanent Location: Overland Park, US-KS
Salary / Rate: Not Specified
Posted: 2025-12-11 08:07:14
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JOB DESCRIPTION
The A&H Business Development Manager will play a critical role in developing and executing sales strategies to achieve revenue goals and drive market expansion within the Pacific North region for retail products (Business Travel Accident, Scholastic, Participant Accident).
This position involves collaborating with the regional underwriting team and manager, nurturing internal and external stakeholder relationships, and identifying growth opportunities.
The ideal candidate will be a strategic thinker with a proven track record in sales and a deep understanding of the insurance industry.
Job Description:
* Responsible for generating new business leads, building relationships, and promoting various A&H insurance products and services in partnership with Regional A&H Manager and underwriting team.
* Develop and implement strategic sales and distribution plans to achieve sales targets, maximize revenue, build robust and adequate pipeline to achieve plan and expand our market presence in the A&H marketplace and across Chubb clients.
* Regular and routine reporting on pipeline, target progression and sales metrics.
* Identify new market opportunities, emerging trends, and potential clients to develop effective sales strategies and enhance our competitive edge.
* Build and maintain strong relationships with key stakeholders, including clients, brokers, and insurance partners, to foster mutual trust and ensure successful collaborations.
* Coordinate with Underwriting to develop and communicate client proposals, negotiating terms, and closing high-value contracts, ensuring timely communication.
* Collaborate with other departments, such as Underwriting, Claims, Regional Distribution and Marketing, to ensure seamless communication and alignment of business objectives, leveraging cross-functional resources to achieve sales targets.
* Stay updated with industry trends, competitor activities, and regulatory changes affecting the insurance space, and share related insights with the team to further strengthen our market position.
* Prepare and present strategic sales reports, forecasts, and budgets to senior management, highlighting areas for improvement, growth potential, and sales performance metrics.
* Continuously evaluate and improve sales processes, tools, and systems to streamline operations, enhance productivity, and maximize overall efficiency.
* Uphold the company's values and ethical standards, ensuring compliance with all relevant laws, regulations, and policies governing insurance sales operations.
* Build a positive and motivating work environment that encourages teamwork, innovation, and a customer-centric approach within the sales team.
QUALIFICATIONS
* Bachelor's
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemen...
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Type: Permanent Location: Englewood, US-CO
Salary / Rate: Not Specified
Posted: 2025-12-11 08:07:13
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JOB DESCRIPTION
Scope
Contribute to the achievement of the Chubb Global Casualty business plan.
The Executive Underwriter is responsible for production, underwriting and maintenance of new and renewal domestic casualty accounts within a defined territory.
In addition, the Executive Underwriter is responsible for establishing and cultivating business relationships with brokers and clients within the assigned territory to assure the continued flow of new business opportunities while representing all Chubb Global Casualty segments and products.
Responsibilities
* Solicits new and renewal submissions from brokers
* Determines terms and conditions and complex rating plans
* Binds coverage
* Documents the underwriting files
* Handles more complex files and portfolios within underwriting authority
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: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-12-11 08:07:12
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JOB DESCRIPTION
The Global Trade Compliance Analyst will be a key member of Chubb's Global Trade Compliance team, responsible for providing analysis and advice on complex trade sanctions, export controls and related risks across multiple jurisdictions.
This role supports the global business by delivering pragmatic, solution-driven, and timely counsel, monitoring regulatory changes, and assisting in the development of policies and procedures to ensure compliance in a multi-national operating environment.
The ideal candidate is proactive, detail-oriented, and a collaborative team player who can work constructively with business colleagues to provide accurate and timely advice.
The level of the position may be flexible and will be determined based on the candidate's relevant experience and other qualifications.
Responsibilities
* The role will report to the Global Financial Crimes Advisory Lead, Global Compliance and will:
* Provide subject matter expertise and guidance on trade and economic sanctions, export controls and related referrals in accordance with procedures to ensure compliance with US, UK, EU, Swiss and other applicable regimes
* Assist internal stakeholders in navigating complex global trade compliance issues by preparing referrals for external counsel and supporting the coordination of effective, timely solutions
* Proactively monitor and interpret global trade compliance regulations and developments, prepare guidance for the business and assist in risk impact analysis
* Play a key role in shaping and enhancing global trade compliance policies, procedures, and training programs, ensuring standards remain robust and forward-thinking
* Review trade compliance related contractual provisions to ensure they are effective in risk mitigation
* Maintain comprehensive global trade compliance registers and management information, supporting data-driven decision-making and high-quality reporting.
* Assist with implementing enhancements to international trade compliance systems and controls
* Support due diligence efforts related to potential trade and economic escalations, including gathering facts, preparing documentation, and coordinating with relevant teams
* Create and maintain up-to-date reference materials, FAQs, or guidance documents to support business units in understanding and complying with trade and economic requirements
QUALIFICATIONS
* 2
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...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-11 08:07:11
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JOB DESCRIPTION
The Compliance Support Specialist plays a critical role in supporting the Global Compliance team by providing administrative, operational, and project coordination support.
This role ensures the smooth execution of compliance-related activities, including preparation of reports and analysis, scheduling and project coordination, budget and payment management, coordinating with internal and external stakeholders, and assisting with compliance projects and events.
The ideal candidate is detail-oriented, highly organized, and capable of managing multiple priorities in a fast-paced environment while maintaining confidentiality and professionalism.
The level of the position may be flexible and will be determined based on the candidate's relevant experience and other qualifications.
Responsibilities
* The role will report to the Global Chief Compliance Officer (CCO) and will cover:
Compliance Administration and Coordination:
* Assist in tracking and monitoring compliance deadlines, regulatory requirements, and key deliverables.
+ Maintain and organize compliance-related documentation, ensuring accuracy and confidentiality.
+ Support the preparation and submission of compliance reports, filings, and other regulatory documentation.
+ Coordinate with internal teams to gather necessary information for compliance audits and assessments.
+ Assist in maintaining compliance databases and systems, and monitoring dashboards, ensuring data integrity and timely updates.
Calendar and Meeting Management:
* Manage and organize calendars for the Global Compliance team, scheduling and coordinating meetings, appointments, and events.
* Liaise with internal and external stakeholders to schedule meetings, resolve conflicts, and ensure timely communication.
* Prepare meeting materials, agendas, and minutes, ensuring accurate and timely distribution to participants.
Communication and Correspondence:
* Handle and prioritize incoming and outgoing communications, including emails, phone calls, and correspondence related to compliance matters.
* Draft, proofread, and format compliance-related documents, reports, and presentations.
* Act as a liaison between the Global Compliance team and other departments, ensuring effective communication and information flow.
Administrative, Operational and Project Support:
* Process and track expense reports, invoices, and other financial documents for the Global Compliance team.
* Organize and maintain files, records, and confidential documents in compliance with organizational policies.
* Assist in the development and implementation of compliance-related policies, procedures, and training materials.
* Coordinate logistics for compliance-related events, workshops, and training sessions.
QUALIFICATIONS
* Bachelor's
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Ch...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-11 08:07:10
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JOB DESCRIPTION
Reinsurance Analyst, Ceded Reinsurance Claims, Analytics
Job Description
Reporting to an AVP of Ceded Claims in Reinsurance Services, this position is responsible to deliver accurate, timely reporting, process improvements and operational support for reinsurance billings, audits and compliance.
This role collaborates closely with internal business partners and contributes to team development and training.
Key Responsibilities:
* Ensure reinsurance is properly set up and attached on all claims
* Review of premium records as well as other sources to validate reinsurance
* Collaborate with claims handlers, finance, and underwriting teams to ensure accuracy and completeness of claim data.
* Prepare accurate and timely aggregate billings on a quarterly basis
* Monitor requests via a shared mailbox to ensure adequate and timely responses
* Special Projects as assigned
* Proactively identify issues and recommend effective solutions for streamlined approach in timely reporting reinsurance
* Provide assistance to the billing team for monthly close processing
* Ensure compliance with internal controls and regulatory requirements (Sox controls/QC).
* Support Chubb business units and interact with brokers/reinsurers
* Assist in various training needs of the unit
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: 2025-12-11 08:07:09
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JOB DESCRIPTION
Chubb is currently seeking an Investigator for our Global Fraud Investigation Unit! The successful applicant will be responsible for domestic and international investigations of alleged fraud matters involving employees, agents, and third-party providers; designing and executing data analysis to identify potential fraud; and identifying and assessing the risk of current fraud trends.
Fluency in Spanish is required.
The ideal candidate will sit in our Whitehouse Station, NJ or Philadelphia, PA offices.
Responsibilities
* Plan, conduct or manage cross-organization teams (as necessary), and document investigations of alleged misconduct.
* Research and analyze data from numerous sources including internal systems, public records and social media.
* Conduct internal and external investigations in partnership with Human Resources, Employee Relations, Legal and Compliance and Line of Business Management.
* Prepare investigative reports and present results of investigations to all levels of management and line of business stakeholders with an aim towards remediation and process improvement.
* Perform country and regional level assessment of fraud risks to enable development of proactive fraud detection tools.
* Partner with the Internal Audit, Compliance, and Digital and IT teams to enhance proactive fraud detection and prevention capabilities using available data as allowed by local regulations.
* Participate in efforts for delivering fraud awareness training to employees across Chubb.
QUALIFICATIONS
* A
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: 2025-12-11 08:07:08
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JOB DESCRIPTION
Senior Direct Claim Handler
The Brandywine Senior Direct Claim Handler is responsible for all aspects of claim handling on a book of complex asbestos, long term exposure and environmental claims from first notice through resolution with guidance from, and reporting to, a Brandywine Vice President.
JOB RESPONSIBILITIES
* Analyze contracts, policies, applicable law and facts/circumstances surrounding claims to determine appropriate coverage position, and to resolve claims on reasonable terms and at an appropriate value.
* Responsible for conducting/managing factual claims investigation, including communications with policyholders, remediation experts, counsel and others to gather all claim facts.
* Negotiate cost sharing agreements with carriers/policyholders.
* Assign defense counsel, and manage litigation strategy and budgets.
* Evaluate claims and make recommendations to management regarding claim resolution plans.
* Maintain physical/electronic claim file, and claim information captured in claim systems.
* Respond to internal requests for information from management, reinsurers, auditors, etc.
* Prepare timely and accurate reports to management regarding significant claim developments.
* Provide the highest levels of service to Chubb business partners.
Some travel may be required
QUALIFICATIONS
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected 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: 2025-12-11 08:07:07
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JOB DESCRIPTION
Job Title: Premium Audit Reviewer
Location: Phoenix, AZ | Richmond, IN
Job Summary: The Premium Audit Reviewer is responsible for evaluating and verifying insurance premium calculations based on policyholder records and audit documentation.
This role ensures accuracy, compliance, and excellent customer service while collaborating with internal and external stakeholders.
Key Responsibilities:
* Review audit documentation and financial records to verify premium calculations
* Communicate audit findings clearly and professionally to policyholders and agents
* Collaborate with underwriting, claims, and other teams to resolve discrepancies
* Maintain accurate records and documentation in compliance with company policies
* Provide feedback and support to improve audit processes and customer experience
* Stay current with industry regulations and company guidelines
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: Phoenix, US-AZ
Salary / Rate: Not Specified
Posted: 2025-12-11 08:07:06
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You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act
*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As su...
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Type: Permanent Location: Henrico, US-VA
Salary / Rate: Not Specified
Posted: 2025-12-11 08:07:05
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Play a vital role in shaping the future of an iconic company and make a direct impact in a dynamic environment designed for top achievers.
As a Senior Lead Software Engineer at JPMorgan Chase within the Software Development department, you will be a highly skilled professional with a strong background in Identity and Access Management (IAM), cloud technologies, and application onboarding.
This role provides the opportunity to apply your extensive experience in designing, developing, and integrating secure applications and infrastructure.
A deep understanding of both front-end and back-end technologies is required, along with the ability to lead and mentor junior developers.
Job responsibilities
* Design, develop, and maintain secure and scalable applications and infrastructure with a focus on IAM solutions.
* Lead the application onboarding process, ensuring seamless integration and deployment of new applications.
* Implement and manage cloud-based solutions to enhance scalability and performance.
* Collaborate with cross-functional teams to define, design, and implement new features and enhancements.
* Provide technical leadership and mentorship to junior developers.
* Conduct code reviews and ensure adherence to best practices and coding standards.
* Troubleshoot and resolve complex application issues and performance bottlenecks.
* Stay current with emerging technologies and industry trends to drive innovation.
Required qualifications, capabilities and skills
* Formal training or certification on Computer Science concepts and 5+ years applied experience
* Extensive experience in software engineering with a focus on IAM solutions.
* Proven experience in application onboarding and integration.
* Strong understanding of cloud platforms such as AWS, Azure, or Google Cloud.
* Strong understanding of database technologies such as SQL, NoSQL, and ORM frameworks.
* Experience with RESTful API design and development.
* Familiarity with version control systems
* Excellent problem-solving skills and attention to detail.
* Strong communication and leadership skills.
* Experience in ForgeRock/Ping Identity
Preferred qualifications, capabilities and skills
* Experience with DevOps practices and tools (e.g., Docker, Jenkins, Kubernetes).
* Certification in IAM or related security fields.
* Experience in agile development methodologies.
* Proficiency in one or more general-purpose programming languages; Java is strongly 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 transac...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-12-11 08:07:05
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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 Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
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Type: Permanent Location: Mechanicsville, US-VA
Salary / Rate: Not Specified
Posted: 2025-12-11 08:07:04
