27 days old

Wealth Management Client Exit Analyst

JPMorgan Chase & Co.
Newark, DE 19711
  • Job Code
As part of the Client Information (CI) Team, the Centralized Client Exit Team partners with key stakeholders across the various lines of business to coordinate approvals and execution for exiting clients and accounts while supporting the day to day operations of the business The Client Information (CI) Team is comprised of highly dedicated individuals who are responsible for all aspects of creating and maintaining client and account level data.  The group includes the Account Opening, Account Maintenance, Client Transitions, Client Exits, Headsheets, Reference Data, MOL, Fails Processing teams and Data Management and Remediation Teams. The teams interact with a variety of internal groups including, but not limited to the Client Onboarding Team (COB), SDI Middle Office, Client Services, Fiduciary and Technology Support in an effort to match client’s investing experience and objectives with the many investing opportunities available within the firm.
Keyword: card%20services


Posted: 2021-07-05 Expires: 2021-08-04
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Wealth Management Client Exit Analyst

JPMorgan Chase & Co.
Newark, DE 19711

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