Act as client manager/liaison as well as project manager on specific sample projects, managing client expectations, time frames, and overall project deadlines.
Own and manage the cost to serve (CtS) for the business driving improvements across the end to end operating model as well improving other direct expenses.
The Client Advisor is the face of J.P. Morgan's Private Banking business. The Client Advisor leads new client acquisition and retention through a broad…
She/he would also manage client transactions from pitch to close under the guidance of senior team leaders, prepare detailed valuation analyses, models and…