1+ months

Wealth Management, Client Onboarding Officer, Associate

JPMorgan Chase & Co.
Columbus, OH 43215
  • Job Code
    210124051
• 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: consumer%20banking

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Posted: 2021-05-27 Expires: 2021-10-01
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Wealth Management, Client Onboarding Officer, Associate

JPMorgan Chase & Co.
Columbus, OH 43215

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