23 days old

Wealth Management, Client Onboarding Officer, Associate

Columbus, OH 43215
  • Job Code
Client Onboarding Officer will: Adapt to the growing regulatory changes in the investment industry by opening and servicing brokerage accounts. Responsible for the principal review of new accounts and servicing brokerage accounts for the firm. Ensure compliance with all department and regulatory (AML, SEC, DOL, FINRA, etc.) requirements. Supervise the maintenance of retail as well as managed brokerage accounts. Aid with operation control and review procedure updates. Support testing to validate new technology updates. Assist with long term strategic planning for the department.
Keyword: card%20services


Posted: 2021-05-20 Expires: 2021-07-01

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 Onboarding Officer, Associate

JPMorgan Chase & Co.
Columbus, OH 43215

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