J.P. Morgan Advisors - Senior Client Associate - Portland, OR
Indexed description
JPMorganChase J.P. Morgan Advisors - Senior Client Associate - Portland, OR An Hour AgoSaved Hybrid 2 Locations Senior level Senior levelFinancial ServicesSupport Financial Advisors and ultra-high-net-worth clients through onboarding, account maintenance, trade execution, and product support. Serve as liaison across teams, prepare portfolio reviews, handle transfers and ad hoc requests, and participate in firm and regional initiatives while ensuring regulatory compliance.Top Skills: ExcelJp Morgan OnlineMobile SuitePowerPointWord
Create a free Caio profile to unlock more results and save your role and location preferences.
Unlock free search