Client Advisor – Digital Wealth Platform Associate
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Finance & Banking
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Customer Service/HelpDesk
Job Description & How to Apply Below
J.P. Morgan Asset Management is seeking a Client Advisor - Associate to be a trusted contact for clients, guiding them on the Morgan Direct platform and investment products.
You will combine relationship management with data-driven digital growth strategies to drive client acquisition, engagement and retention. The role emphasizes onboarding, platform navigation, and high-quality client service, with collaboration across Marketing, Product, Technology, Operations and Client Service to optimize
We are seeking a motivated Client Advisor – Digital Wealth Platform Associate to join Aumni in Worcester, MA, United States.
Step into the Client Advisor – Digital Wealth Platform Associate role at Aumni in Worcester, MA, United States and grow with us.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
Position Requirements
10+ Years work experience(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
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