USPB Wealth Management Client Operations (WMCO) supports the process of welcoming and retaining clients of the US Private Bank; including initial onboarding of new accounts and all post onboarding maintenance events.

Job Responsibilities:

Manage and facilitate client due diligence, including coordinating the participation of JPMorgan partners who have account opening responsibilities  Review and interpret client executed documentation  Perform account and client level updates based on client or business partner instruction  Perform authentication to ensure instructions are provided by authorized account holder/contact

 

Required Qualifications, Skills and Capabilities:

Bachelor's degree 5+ years of experience