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Top Customer Success Jobs in London
The Client Advisor at J.P. Morgan is responsible for leading client acquisition and retention, advising on wealth management solutions, managing client relationships, and ensuring adherence to regulatory guidelines. They work in a team to generate business results and meet client objectives through personalized financial advice and interdisciplinary expertise.
As a Senior Client Advisor at J.P. Morgan, you will lead new client acquisition and retention, manage client relationships, and provide tailored wealth management solutions. You'll work collaboratively with specialists to address clients' financial needs and ensure adherence to regulatory guidelines while driving business results.
The Advisory Investment Specialist will provide personalized investment advice to clients, focusing on their portfolio objectives and long-term asset allocations. Responsibilities include consulting with clients, executing investment strategies across various asset classes, and maintaining strong client relationships. The role demands excellent communication skills and a collaborative approach to teamwork within J.P. Morgan's private banking group.
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As an Investment Specialist, you will lead investment discussions with high net worth clients, advise on asset allocation and portfolio construction, and execute tailored investment solutions. You will also collaborate with various teams within the company to drive new business opportunities and maintain strong client relationships.
As an EMEA Onboarding Specialist, you will manage the onboarding experience for new hires, ensuring timely transactions, advising on compliance, and collaborating with key stakeholders to resolve issues. You will also identify process improvements and contribute to projects within the HR framework.
As a Middle Office Specialist, you will manage and support loan operations, interpret credit agreements, collaborate with stakeholders, manage cash and collateral, facilitate billing, and ensure smooth execution of business activities while addressing any issues proactively.
The Client Advisor will lead client acquisition and retention in J.P. Morgan's Private Banking sector, providing financial planning, investment management, and banking solutions tailored to high net worth clients. They will develop relationships, understand client goals, and deliver comprehensive wealth management services, adhering to regulatory guidelines.
The role involves overseeing analytics governance, creating data visualizations, managing transformational analytics initiatives, coordinating with stakeholders for project scoping, and ensuring high-quality data and analytics to support business decisions in the Corporate & Investment Bank.
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