Current jobs related to Private Client Experience Specialist - Miami - JPMorgan Chase & Co.
-
Elite Private Client Experience Specialist
12 hours ago
Miami, United States JPMorganChase Full timeA leading financial services firm is seeking a Private Client Experience Specialist in Miami to enhance client onboarding and support Relationship Managers. You will provide white glove service, manage client interactions, and assist with banking solutions. A minimum of two years of financial services experience is required, along with a bachelor's degree...
-
High-Touch Private Client Experience Specialist
12 hours ago
Miami, United States JPMorgan Chase Full timeA leading financial services firm in Miami is seeking a Client Experience Specialist to join their Private Client division. The specialist will provide exceptional service, support Relationship Managers, and assist clients with their banking needs. Candidates must have at least two years of experience in financial services and demonstrate a commitment to...
-
Private Client Experience Specialist
5 minutes ago
Miami, Florida, United States JPMorganChase Full timeJOB DESCRIPTIONAre you ready to join a team that is redefining client experience excellence? Join JPMorgan Private Client as a Client Experience Specialist to support a team that is dedicated to delivering unparalleled service.As a Client Experience Specialist in the Firm's Consumer and Community Banking's division, you will be instrumental in delivering a...
-
Private Client Experience Specialist
11 hours ago
Miami, United States JPMorganChase Full timePrivate Client Experience Specialist - Miami, FL Join JPMorgan Chase to apply for the Private Client Experience Specialist - Miami, FL role at JPMorgan Chase. Are you ready to join a team that is redefining client experience excellence? Join JPMorgan Private Client as a Client Experience Specialist to support a team that is dedicated to delivering...
-
Private Client Experience Specialist
11 hours ago
Miami, United States JPMorgan Chase Full timeAre you ready to join a team that is redefining client experience excellence? Join JPMorgan Private Client as a Client Experience Specialist to support a team that is dedicated to delivering unparalleled service. As a Client Experience Specialist in the Firm's Consumer and Community Banking's division, you will be instrumental in delivering a high-touch...
-
Private Client Experience Specialist
2 weeks ago
Miami, FL, United States Chase Full timeClient Experience Specialist Are you ready to join a team that is redefining client experience excellence? Join JPMorgan Private Client as a Client Experience Specialist to support a team that is dedicated to delivering unparalleled service. As a Client Experience Specialist in the Firm's Consumer and Community Banking's division, you will be instrumental in...
-
Private Client Specialist
2 weeks ago
Miami Beach, FL, United States First Horizon Full timeLocation: On site at location listed in job posting. Summary Provide assistance to the Private Banking Relationship Managers. Responsibilities: Review and Fund Loans Assist with maintaining Relationship Managers portfolios - clear loan, collateral and deposit exceptions, credit exceptions, assist with past dues Be able to identify clients' operational...
-
Private Client Specialist
1 week ago
Miami Beach, FL, United States First Horizon Full timeLocation: On site at location listed in job posting. Summary Provide assistance to the Private Banking Relationship Managers. Responsibilities: Review and Fund Loans Assist with maintaining Relationship Managers portfolios - clear loan, collateral and deposit exceptions, credit exceptions, assist with past dues Be able to identify clients' operational...
-
Private Client Specialist
1 week ago
Miami Beach, FL, United States First Horizon Full timeLocation: On site at location listed in job posting. Summary Provide assistance to the Private Banking Relationship Managers. Responsibilities: Review and Fund Loans Assist with maintaining Relationship Managers portfolios - clear loan, collateral and deposit exceptions, credit exceptions, assist with past dues Be able to identify clients' operational...
-
Private Client Specialist
2 weeks ago
Miami Beach, FL, United States First Horizon Full timeLocation: On site at location listed in job posting. Summary Provide assistance to the Private Banking Relationship Managers. Responsibilities: Review and Fund Loans Assist with maintaining Relationship Managers portfolios - clear loan, collateral and deposit exceptions, credit exceptions, assist with past dues Be able to identify clients' operational...
Private Client Experience Specialist
2 weeks ago
Are you ready to join a team that is redefining client experience excellence? Join JPMorgan Private Client as a Client Experience Specialist to support a team that is dedicated to delivering unparalleled service.As a Client Experience Specialist in the Firm’s Consumer and Community Banking’s division, you will be instrumental in delivering a high-touch client experience. In this role, you’ll partner with our Relationship Managers to deliver on the JPMorgan Private Client value proposition by assisting clients with their banking needs, identifying opportunities to deepen client relationships, and supporting clients while obtaining loans. If you’re passionate about delivering exceptional service while building relationships, come join our team. Job Responsibilities Provide clients with white glove service by delivering a seamless client onboarding experience, owning inquiries from start to finish and completing servicing requests as needed. Support Relationship Managers in deepening client relationships by taking client inquiry calls, assisting with analyzing client’s banking relationship and conducting business calls with Relationship Managers. Develop expertise in deposit products to assist clients with day-to-day banking needs including identifying banking solutions for clients, preparing deposit sales presentations and knowing and verifying the identity of clients. Manage the lending process by completing with loan application with clients, quoting rates, or sending pre-approval letters. Assist Relationship Managers with marketing activities such as sending JPMorgan approved client gifts, coordinating open houses or inviting clients to events. Leverage product knowledge and utilize every interaction to uncovering opportunities for deepening client wallet share and raising to the aligned Relationship Manager Required Qualifications, Capabilities, and Skills A minimum of two years of financial services experience. Demonstrated experience delivering exceptional client service to an affluent client base. Preferred Qualifications, Capabilities, and Skills A bachelor’s degree Experience cultivating relationships through delivering Deposit Banking, Home or Business lending needs. FEDERAL DEPOSIT INSURANCE ACT:This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries. This role is eligible to participate in an incentive compensation plan that is paid on an annual basis. More details about total compensation and benefits will be provided during the hiring process. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at:
