Chase is seeking a detail-oriented client service professional to support the wealth management transfer operations. You will handle transfer verification, inquiries, and documentation while maintaining compliance and delivering high-touch service to financial advisors and clients.
The role emphasizes accuracy, teamwork, and the ability to adapt in a fast-paced financial services environment, with opportunities to grow within the Chase Wealth Management organization.
#J-18808-LjbffrWealth Advisory Associate - High-Touch Client Services in wilmington at Unknown Company
This position is listed as full time and onsite.