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Fairygodboss

Funds Transfer & Client Services Associate

wilmington, DE

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About this opportunity

Fairygodboss lists this Funds Transfer & Client Services Associate opportunity in wilmington, Delaware. Review the employer’s description below for duties, qualifications and application requirements.

Job description

Chase is seeking a detail-oriented team member for the Securities Funds Transfer Review team within JP Morgan Wealth Management in the US. You will authenticate client transfer instructions, respond to inquiries via phone and email, and collaborate with Financial Advisors and Client Associates to ensure accurate, policy-driven processing.

The role emphasizes regulatory adherence, superior client service, and cross-functional coordination in a fast-paced financial services environment.

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Worksite address

wilmington, DE, 19894, US

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