Registered Client Associate UBS Group AGRegistered Client AssociatePlano, TXWe help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible.
NewSenior Tax Associate – Private Client Services AndersenSenior Tax Associate – Private Client ServicesDallas, TexasThe Role: Senior Tax Associates in our Private Client Services practice, manage and support their team on multiple engagements for a wide range of sophisticated clients, including some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates. Advanced credential or desire to obtain advanced credential allowing for IRS client representation (i.e. CPA or JD); Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and.
Sr Associate, Client Operations CoreLogic IncSr Associate, Client OperationsDallas, TXThe Sr Associate, Client Operations position within the Credit Operations team specializes in conducting detailed analysis, research, and data analysis to support lenders and consumers updating credit information used in the lender's home loan underwriting process. Cotality is committed to cultivating a diverse and inclusive work culture that inspires innovation and bold thinking; it's a place where you can collaborate, feel valued, develop skills and directly impact the real estate economy.
Client Development Associate Interior TalentClient Development AssociateDallas, TXBased remotely in or near Dallas, you will join a small, highly experienced North American team focused on cultivating thoughtful, long-term relationships with leading interior designers, architects, and specifiersmany of whom are AD100 names. What Success Looks Like: Success in this role will be measured by the quality and consistency of your client engagement, your ability to identify and convert project opportunities, and your clear, organized reporting on sales and market activity.
NewProperty Tax Associate: Client-Focused Appeals & Growth Modern TaxProperty Tax Associate: Client-Focused Appeals & GrowthDallas, TXThe role builds expertise in property tax consulting, valuation analysis, and client service, with opportunities to grow and contribute to client outcomes in a collaborative, deadline‑driven environment.#J-18808-Ljbffr. You will review properties, conduct research, analyze valuations, and prepare appeal documentation, working alongside experienced professionals to identify tax‑saving opportunities for clients.
Client Onboarding Associate Novatech Inc.Client Onboarding AssociateIrving, TXPart timeNovatech is a Managed Office Provider, offering a comprehensive portfolio of IT, Print, Cloud and Security solutions for organizations across the country. Drive to client locations - company vehicle is provided to facilitate employee travel between job sites and personal use of company vehicle is not allowed.
Corporate Client Associate Dream OpportunityCorporate Client AssociateDallas, TX$65,000–$85,000 / yearThis is a high-ownership, fast-paced role where you will work directly alongside the Corporate Client Manager and in close proximity to the CEO to manage and grow the partnerships that fund real access for our students. Event Coordination: Support the end-to-end planning and execution of in-person events inside corporate offices and at trade shows across multiple cities.
Seasonal Client Associate - Northpark TravisMathewSeasonal Client Associate - NorthparkDallas, TexasInspired by the sun, surf, and sand of Southern California, we became a leading innovator in lifestyle performance apparel by making clothes for real life—plus working with premium wholesalers, building a leading e-commerce business, and opening retail stores around the world. The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability goals.
Client Onboarding Implementation Manager Senior Associate JPMorgan Chase & CoClient Onboarding Implementation Manager Senior AssociatePlano, TXChase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. As a Client Onboarding Implementation Senior Associate within JPMorgan Chase, you will play a pivotal role in leading and executing strategic initiatives that support our business.
Wholesale KYC - Client Service Associate - Payments JPMorgan Chase & CoWholesale KYC - Client Service Associate - PaymentsPlano, TXJPMorganChase, 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. 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.
Brokerage Registered Client Service Associate - Dallas, Texas Truist Financial CorporationBrokerage Registered Client Service Associate - Dallas, TexasDallas, TXGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Exceptional telephone skills and the ability to appropriately interact with clients of all experience levels regarding securities transactions and brokerage accounts.
Client Service Associate Focus Financial PartnersClient Service AssociateDallas, TexasBlending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. This individual will play a key role in supporting advisors and serving sophisticated clients by providing investment analysis, wealth transfer planning support, family office administration, and day-to-day client service.
Wealth Management Client Associate Bank of America CorpWealth Management Client AssociateDallas, TXHowever, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policyThe following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRAShift:1st shift (United States of America)Hours Per Week: 37.5 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Registered Wealth Management Client Associate Bank of America CorpRegistered Wealth Management Client AssociateDallas, TXResponsibilities:Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offeringsEnsures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requestsAssists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage riskIdentifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FASupports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindsetRequired Qualifications:Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66) If these licenses are not currently held, they must be obtained within a specified timeframe if being hired into a registered job code. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policyThe following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRAShift:1st shift (United States of America)Hours Per Week: 37.5 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.
Associate, Payments Client Profitability Planning & Analysis JPMorgan Chase & CoAssociate, Payments Client Profitability Planning & AnalysisPlano, TXYou'll work closely with senior leaders and key stakeholders, partnering across Sales, Finance, and Business Management to help develop and implement client profitability models aligned to business objectives. 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.
J.P. Morgan Wealth Management - Outbound Client Acquisition Associate JPMorgan Chase & CoJ.P. Morgan Wealth Management - Outbound Client Acquisition AssociatePlano, TXChase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Client Manager Associate, Group Benefits - Premier Markets The Guardian Life Insurance Company of AmericaClient Manager Associate, Group Benefits - Premier MarketsPlano, TX$45,570–$74,865 / yearThis preliminary screening may be used to help identify applicant materials and resumes relative to their indication that the applicant meets the requirements for the specific job for which they are applying, as specified in the listing posted on Guardian's jobs website (Careers at Guardian at https://www.guardianlife.com/careers Depth of experience and knowledge of relevant industry products and processes including, but not limited to Worksite, LTD, Dental products and absence management, online enrollment, experience rating, dental network analysis processes.
Client Success Associate Gartner IncClient Success AssociateIrving, TXWhat you will do: Build, develop and manage relationships with a variety of clients ranging from senior C-levels to more junior client professions in IT, HR, Supply Chain, Marketing, Finance, Legal, and Sales practices ensuring they are successful in the utilization of their Gartner subscription, resulting in customer satisfaction, retention, and growth. Our mission relies on expert analysis and bold ideas to deliver actionable, objective business and technology insights, helping enterprise leaders and their teams succeed with their mission-critical priorities.
Senior Client Experience Associate FartherSenior Client Experience AssociateIrving, TXFarther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.
Sr Associate, Client Operations CoreLogicSr Associate, Client OperationsDallas, TXThe Sr Associate, Client Operations position within the Credit Operations team specializes in conducting detailed analysis, research, and data analysis to support lenders and consumers updating credit information used in the lender's home loan underwriting process. Cotality is committed to cultivating a diverse and inclusive work culture that inspires innovation and bold thinking; it's a place where you can collaborate, feel valued, develop skills and directly impact the real estate economy.
Client Success Associate (French Speaking) GartnerClient Success Associate (French Speaking)Irving, TXYou'll have access to unmatched resources, expertise, and technology, and play a key role in helping Gartner and our clients innovate and grow as we leverage AI to transform business and technology landscapes. Our mission relies on expert analysis and bold ideas to deliver actionable, objective business and technology insights, helping enterprise leaders and their teams succeed with their mission-critical priorities.
Wholesale KYC - Client Service Associate - Payments JPMorgan Chase Bank, N.A.Wholesale KYC - Client Service Associate - PaymentsPlano, TXFull timeJPMorganChase, 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. 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.
NewClient Service Associate Non Registered Stifel Financial CorpClient Service Associate Non RegisteredFrisco, TXUnder immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
Associate, Client Services - 2027 Start Dates Third BridgeAssociate, Client Services - 2027 Start DatesDallas, TX$77,000–$102,000 / yearBy submitting a Third Bridge job application, I hereby provide Third Bridge (including Third Bridge's affiliates and relevant third-party suppliers) with my consent to collect, store and process my personal information for the purpose of recruitment administration, as well as to share such personal information with third parties for the same purpose, in accordance with the Candidate Privacy Notice. As a Client Services Associate, you'll develop the commercial awareness and business acumen that open doors to long-term careers in sales, account management, leadership , research and so much more.
Associate, Client Services Third BridgeAssociate, Client ServicesDallas, TX$77,000–$102,000 / yearBy submitting a Third Bridge job application, I hereby provide Third Bridge (including Third Bridge's affiliates and relevant third-party suppliers) with my consent to collect, store and process my personal information for the purpose of recruitment administration, as well as to share such personal information with third parties for the same purpose, in accordance with the Candidate Privacy Notice. As a Client Services Associate, you'll develop the commercial awareness and business acumen that open doors to long-term careers in sales, account management, leadership , research and so much more.
Client Tax Associate I JPMorgan Chase & CoClient Tax Associate IPlano, TXYou will work with the Tax Manager and other team members to assess the taxability of new products and services, and to monitor compliance with domestic and international Sales Tax, Goods and Services Tax (GST), Value-Added Tax (VAT), and similar tax regulations. • Bachelor's degree Business/Accounting/Finance or related field • Minimum 3 years of Sales and Use tax experience • Knowledge of various financial systems and software applications and the ability to extract and utilize the information from these systems for operations and internal controls.
Client Services Associate (Plano, TX) Collectors Holdings, Inc.Client Services Associate (Plano, TX)Plano, TXTeamwork - Balances team and individual responsibilities; exhibits objectivity and openness to others' views; gives and welcomes feedback; contributes to building a positive team spirit; puts success of team above own interests; able to build morale and group commitments to goals and objectives; supports everyone's efforts to succeed. Assist with inquiries on orders and pricing with customers at drop off while ensuring all submission forms are accurately filled out, items properly handled, and orders delivered to the Receiving department for order entry.
Client/Lab Associate I - Oncology Quest Diagnostics IncClient/Lab Associate I - OncologyLewisville, TXPre-Analytical and Post-Analytical functions performed may include but are not limited to: Handle all paraffin tissue blocks/slides and other Oncology specimens including bone marrow aspirates, bone marrow core/clots and other irreplaceable tissue specimens. The job is complex and requires that the employee have good organizational skills, able to work independently, able to learn and understand complex specimen types related to test orders.
Client Service Associate II Allstate Insurance CompanyClient Service Associate IIDallas, TXThe Client Service Associate plays a key role in a specialized, mortgage servicing environment, supporting lenders by managing borrower and insurance-related inquiries within a high-volume call center setting. The associate is responsible for delivering high-quality customer service, resolving inquiries efficiently, often within a single interaction, and handling escalated situations with empathy and professionalism.
Client Onboarding & Servicing Business Manager - Associate JPMorgan Chase & CoClient Onboarding & Servicing Business Manager - AssociatePlano, TXOur 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. 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.
ASSOCIATE, CLIENT ADMINISTRATION Cresset Capital Management LLCASSOCIATE, CLIENT ADMINISTRATIONDallas, TXRecognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry's best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived. 3+ years of administrative experience supporting management level professionals, ideally within the financial services industry, representing the department with a polished professional presence and excellent communication skills.
Senior Client Experience Associate Farther FinanceSenior Client Experience AssociateHybrid - Dallas, TXu003ch3u003eThe Roleu0026nbsp;u003c/h3u003enu003cpu003eAs a Senior Client Experience Associate, you will play a key role in delivering a world-class wealth management experience for Farther advisors and clients. As a member of Farther's client experience team, this is an opportunity to have a huge impact - not just on the company, but on the entire wealthtech industry.u003c/pu003enu003ch3u003eYour
Client Services Associate - Waterworth Wealth Advisors Kestra Financial Independent AdvisorClient Services Associate - Waterworth Wealth AdvisorsGrapevine, TXSupports the delivery of financial advice and services to clients, including handling all administrative functions with Financial Advisors and the firm with the goal of client retention, client satisfaction, and reaching business objectives. This role offers an opportunity for growth into roles with expanded responsibilities with a firm committed to high-touch/high-tech comprehensive wealth management solutions for individuals with complex financial situations.
Client Service Associate - Symphony Wealth Group Kestra Financial Independent AdvisorClient Service Associate - Symphony Wealth GroupPlano, TXThis position requires excellent customer service skills, problem solving, attention to detail, multi-tasking, and time management skills. The Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors’ time.
Client Service Associate - Non-Registered StifelClient Service Associate - Non-RegisteredFrisco, TexasFull timeWhat You'll Be Doing: Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
Seasonal PT Client Associate TravisMathewSeasonal PT Client AssociateSouthlake, TexasInspired by the sun, surf, and sand of Southern California, we became a leading innovator in lifestyle performance apparel by making clothes for real life—plus working with premium wholesalers, building a leading e-commerce business, and opening retail stores around the world. We know that diversity makes for the best problem-solving and creative thinking, which is why we're dedicated to adding new perspectives to the team and encourage everyone to apply.
US Private Bank - Employee & Client Experience - Program Manager - Associate JPMorgan Chase & CoUS Private Bank - Employee & Client Experience - Program Manager - AssociatePlano, TXThe Program Manager will aggregate and analyze feedback from multiple listening posts-including Tell Us, client complaints, and survey programs-to identify trends, root causes, and emerging pain points. 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.
NewClient Service Associate JPMorgan Chase & CoClient Service AssociatePlano, TXInteract with Owners, Chief Executive Officers, Presidents, Chief Financial Officers, Treasurers and other high level client contacts to help research and resolve issues for our Commercial Bank clients. 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.
Client Success Senior Associate JPMorgan Chase & CoClient Success Senior AssociatePlano, TXThis role will work closely with Bankers, Treasury Management Officers, Client Service, Implementations, and Know Your Client (KYC) teams to deliver an enhanced client experience to the firm's valued relationships and newly acquired clients being implemented. The Client Success Officer Senior Associate will be a critical partner for Bankers and Treasury Management Officers to execute more effectively and efficiently in a business development capacity, while retaining an engaged resource that can ensure a high degree of client satisfaction.
NewClient Success Associate (Spanish Speaking) GartnerClient Success Associate (Spanish Speaking)Irving, TXThe NCE team utilizes Gartner assets, coupled with our gartner.com platform, to provide a valuable client experience that starts with a prospect demonstration by an NCE Insights Platform Walkthrough specialist, moves to an extensive client onboarding experience by an NCE Client Onboarding Specialist and transitions seamlessly to a service delivery associate for ongoing support. We've been recognized by Fortune as one of the World's Most Admired Companies, named a Best Place to Work for LGBTQ Equality by the Human Rights Campaign Corporate Equality Index and a Best Place to Work for Disability Inclusion by the Disability Equality Index.
Client Success Associate (Bilingual Spanish / English Speaking) GartnerClient Success Associate (Bilingual Spanish / English Speaking)Irving, TXThe NCE team utilizes Gartner assets, coupled with our gartner.com platform, to provide a valuable client experience that starts with a prospect demonstration by an NCE Insights Platform Walkthrough specialist, moves to an extensive client onboarding experience by an NCE Client Onboarding Specialist and transitions seamlessly to a service delivery associate for ongoing support. We've been recognized by Fortune as one of the World's Most Admired Companies, named a Best Place to Work for LGBTQ Equality by the Human Rights Campaign Corporate Equality Index and a Best Place to Work for Disability Inclusion by the Disability Equality Index.
Client Services Associate (Plano, TX) Collectors Universe, Inc.Client Services Associate (Plano, TX)Plano, TXTeamwork- Balances team and individual responsibilities; exhibits objectivity and openness to others' views; gives and welcomes feedback; contributes to building a positive team spirit; puts success of team above own interests; able to build morale and group commitments to goals and objectives; supports everyone's efforts to succeed. Assist with inquiries on orders and pricing with customers at drop off while ensuring all submission forms are accurately filled out, items properly handled, and orders delivered to the Receiving department for order entry.
J.P. Morgan Advisors - Senior Client Service Associate - Dallas, TX JPMorgan Chase Bank, N.A.J.P. Morgan Advisors - Senior Client Service Associate - Dallas, TXDallas, TXFull timeCoordinate and follow through on account inquiry, transaction and maintenance requests across products and services including account opening and funding, USD and foreign currency monetary transactions, credit drawdowns/paydowns, credit and debit card requests, statement requests, tax reporting inquiries and support of online service. You will work in a team-oriented environment with Financial Advisors, Sales Associates, Product Management, Middle Office and operations teams to deliver a seamless and integrated client experience across all deposit products.
Senior Associate, Client Accounting Services - Family Office Baker Tilly Virchow KrauseLLPSenior Associate, Client Accounting Services - Family OfficeFrisco, TXBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. What you will do: Responsible for providing multiple clients with a variety of accounting and administrative services, including but not limited to: Maintaining the general ledger, generating and posting all journal entries in a timely manner, coordinating monthly close, maintaining budgets and reporting on budget to actual, and preparing monthly/quarterly financial statements with related workpapers.
Associate, Client Accounting Services - Family Office Baker Tilly Virchow KrauseLLPAssociate, Client Accounting Services - Family OfficeDallas, TX$60,000–$81,320 / yearWhat you will do: Work closely with multiple clients with a variety of accounting and administrative services, including but not limited to: Assisting team members with the full accounting processes, i.e. maintaining the general ledger, generating and posting all journal entries in a timely manner, coordinating monthly close, maintaining budgets and reporting on budget to actual, and preparing monthly/quarterly financial statements with related workpapers. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.
Onboarding Associate, Client Accounting Services Baker Tilly Virchow KrauseLLPOnboarding Associate, Client Accounting ServicesFrisco, TX$71,000–$100,390 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Senior Associate, Client Accounting Services Baker Tilly Virchow KrauseLLPSenior Associate, Client Accounting ServicesFrisco, TX$79,000–$132,710 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Client Service Manager - Loan Services, Associate Vice President Apex GroupClient Service Manager - Loan Services, Associate Vice PresidentDallas, TexasWith our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide. Ensure all monthly deliverables are in line with our SLA and if not record and note clearly the reasons, Work closely with senior managers to identify and streamline operations where greater efficiencies can be implemented.
Private Client Process Analyst, Senior Associate JPMorgan Chase & CoPrivate Client Process Analyst, Senior AssociatePlano, TXAs a Business Analyst within the JPMorgan Private Client team, you'll step into a leadership role, leveraging your strong analytical and problem-solving skills, along with a keen intellectual curiosity and a hands-on approach to diverse tasks. Additionally, you'll work with peer groups across the Consumer and Community Bank, Asset & Wealth Management Lines of Business, and other cross-functional teams to plan, coordinate, and deliver key initiatives.
J.P. Morgan Wealth Management - Associate, Client Safeguarding Lead JPMorgan Chase & CoJ.P. Morgan Wealth Management - Associate, Client Safeguarding LeadPlano, TXPartner cross-functionally with Wealth Management Client Operations, advisors, servicing teams, risk/control partners, Global Securities & Investigations 'GSI', and/or other partner areas to resolve issues efficiently and protect client assets. As a Client Safeguarding Lead within the Wealth Management service organization, you will serve as a front-line, specialized escalation resource responsible for fraud/scam, AML-related concerns, and Elder/Vulnerable Person (EVP) escalations routed through service channels.