Chase is seeking a detail-oriented team member for the Securities Funds Transfer Review team within JP Morgan Wealth Management in the US. You will authenticate client transfer instructions, respond to inquiries via phone and email, and collaborate with Financial Advisors and Client Associates to ensure accurate, policy-driven processing.
The role emphasizes regulatory adherence, superior client service, and cross-functional coordination in a fast-paced financial services environment.
#J-18808-LjbffrFunds Transfer & Client Services Associate in wilmington at Unknown Company
This position is listed as full time and onsite.