RPS Job in San Rafael, California US
RPSThe primary objectives of the Advisor Market Client Advisor are to: 1. Develop and maintain long-term satisfied advisor and JP Morgan client relationships 2. Act as a strategic and tactical partner for advisor contacts 3. Recognize and develop advisor client relationship opportunities to cross selling JPMorgan asset management, implementing additional services, and improve revenues and profitability for each client relationship. Responsibilities Include: Maintain high levels of advisor and client satisfaction. Effectively work with advisors to assess roles and responsibilities relative to client Read more […]