10 days old

Asset Management - 55ip - Client Service, Trading and Operations - Associate

Boston, MA 02109
  • Job Code
Specific responsibilities will include, but not be limited to, the following:·      Interacting with sales and advisor success team, partner firms and custodians regarding client onboarding, account opening, setup, and configuration·      Train advisors on how to use 55ip software to set up accounts, submit trades and make client specific requests·      Work with tech and investment teams to understand and communicate the software and investment processes/methodology to clients·      Proactively communicate and resolve advisor requests and issues by interacting with right partners within the company
Keyword: card%20services


Posted: 2021-09-06 Expires: 2021-10-06

For over 200 years, JPMorgan Chase & Co has provided innovative financial solutions for consumers, small businesses, corporations, governments and institutions around the world.

Today, we're a leading global financial services firm with operations servicing clients in more than 100 countries.

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Asset Management - 55ip - Client Service, Trading and Operations - Associate

JPMorgan Chase & Co.
Boston, MA 02109

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