Financial Advisor Transition Specialist: Client Onboarding
JPMorgan Chase
JPMorgan Chase is seeking a Transition Associate within JPMorgan Advisors, embedded with newly recruited teams to transition clients and businesses. You will support activities touching prospective or existing clients and assist in onboarding. You will train new Financial Advisors and staff on procedures, collaborate with Advisors across products, and liaise with sales, branch management, and onboarding teams. Domestic travel up to 75% is required. #J-18808-Ljbffr JPMorgan Chase
- ...Responsibilities Acting as a Transition Associate within JPMorgan Advisors, you’ll be embedded with... ...actively transition their clients and businesses. Involves extensive Financial Advisor and client contact... ...supervisory teams, client onboarding, and various other...Suggested
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