23 days old

Wealth Management, Client Data Specialist

Plano, TX 75074
  • Job Code
The Client Data Specialist will be supporting Chase Wealth Management and Digital Wealth Management Client Account Maintenance. Entry level position into the brokerage industry where the candidate will have the opportunity to get FINRA Series 7 and 24 licensed. Candidate will be processing account maintenance changes on brokerage accounts from workflow systems and will be responsible for processing rates that average around 300 items per day while recommending improvements and help with implementing specific procedures to ensure maximum effectiveness and efficiency of the production service team. The position is ideal for an individual who is innovative, hardworking, and can thrive in a fast paced work environment.
Keyword: card%20services


Posted: 2021-07-09 Expires: 2021-08-08

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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Wealth Management, Client Data Specialist

JPMorgan Chase & Co.
Plano, TX 75074

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