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Unlock your potential as a Client Associate at J.P.
Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients.
Join our dynamic and growing team and take advantage of a unique opportunity to work closely with Financial Advisors, providing personalized solutions and building lasting relationships.
With a commitment to career growth and mobility, you'll have the chance to develop your skills in a fast-paced environment, supported by the global resources of one of the world's most respected financial firms.
Embrace the challenge of shaping the future of client service and make your mark by delivering high-quality support and innovative financial solutions.
As a Client Associate within the JPMorgan Advisors team, you will play a crucial role in assisting Financial Advisors and their clients, delivering a personalized and smooth wealth management experience.
Your contribution to a team that values strong relationships and exceptional client service will directly impact our clients' financial well-being through tailored solutions and professional advice.
Together, we will utilize the global resources of JPMorgan Wealth Management to meet our clients' distinct needs, fostering an environment of innovation and excellence.
Join us in making a substantial difference in our clients' lives and the wider community.
Job responsibilities:
* Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.
* Interface directly with clients and Financial Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund orders, fixed income trades and private investments
* Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite
* Perform daily administrative and operational duties that support the Financial Advisor(s) and clients, including direct communication with clients regarding money transfers, account maintenance, portfolio review preparation and ad hoc requests, and attending client meetings
* Serve as a liaison between the Financial Advisor team, branch management, compliance and various other business units throughout the firm
* Proactively supports firm and regional initiatives and remediations, and actively participate in recurring local, national and technology team meetings
Required qualifications, capabilities, and skills:
* Bachelor's degree or equivalent experience
* Series 7 & 66 licenses upon hire or must successfully obtain within 18...
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Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2025-08-23 08:58:57
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Join our dynamic and high-energy team as a Consumer Direct Home Lending Advisor at Chase Home Lending.
Leverage your exceptional knowledge and understanding of home lending products to serve as the primary point of contact for your customers throughout the life of the loan.
Our Home Lending team will support you with their demonstrated expertise in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
This role offers a unique opportunity to grow your career and make a significant impact on our business.
As a Consumer Direct Home Lending Advisor within the Chase Home Lending team, you will guide clients through the home lending process, ensuring strong sales results.
Utilizing your extensive knowledge of home lending products, you will act as the main point of contact for your customers throughout the loan duration.
You will comply with all regulatory requirements while marketing and promoting Chase's financial products.
Job Responsibilities
* Convert warm inbound and outbound leads into mortgage loan applications.
* Utilize our CRM tool to log all customer contacts and schedule follow-ups.
* Employ consultative selling techniques in a call center environment.
* Recommend optimal product/rate program combinations to prospects.
* Ensure compliance with applicable statutes and procedures.
* Meet required sales performance goals for pre-established volume and KPIs.
Required Qualifications, Capabilities, and Skills
* Proficiency with Microsoft Applications (Word, Excel, and PowerPoint).
* Self-motivated and detail-oriented.
* Excellent oral and written communication skills.
* Organized with a demonstrated ability to manage multiple tasks and meet deadlines.
* Proven ability to provide superior customer service and consultative selling.
* Ability to adhere to an in-office work schedule.
* Ability to participate in on-site training Monday through Friday, with varying hours.
Preferred Qualifications, Capabilities, and Skills
Bachelor's degree or equivalent work experience in sales and/or mortgage industry
Skills in marketing, promoting, relationship building, and consulting.
Experience in the Sales, Financial Services, Mortgage, or Banking
5+ years of mortgage lending
Experience with Client Relationship Management tools such as Salesforce
Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will d...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-08-23 08:58:44
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As a Servicing Travel Advisor in VWT by Chase Travel role you will be an integral part to enhancing the overall client onboarding experience and our team's ability to deliver highly personalized travel experiences.
You will be responsible for supporting VWT's best-in-class client journey, ensuring that every interaction is seamless and exceeds client expectations.
You will be a dynamic and results-driven Client Engagement Manager to join our expanding team.
Manages and optimizes the new client pipeline, identifying opportunities to onboard clients and close additional sales.
Ensure data integrity within the lead dashboard.
Your Key responsibilities will include collaborating with cross-functional teams to design and execute client engagement strategies that align with our brand values and business objectives.
As the Client Engagement Manager you will also focus on maintaining accurate and up-to-date reporting of new client data through our Customer Relationship Management (CRM) platform, ensuring that insights are leveraged to drive continuous improvement in client satisfaction and loyalty.
Job Responsibilities
* Oversees lead intake channels, ensuring responsiveness in accordance with established Service Level Agreements (SLAs).
* Conducts consultation calls with new clients to introduce them to VWT and gather insights to enhance their travel experiences.
* Ensures timely and thorough follow-ups from all client interactions to maintain engagement and satisfaction.
* Manages the client onboarding process, including advisor assignment/handoff and the development of personalized information in the client CRM/Profile.
* Develops comprehensive personal travel profiles for clients to facilitate seamless servicing by travel advisors.
* Cultivates and maintains professional relationships with clients, understanding their needs and providing tailored solutions to assigned advisors to enhance the client's travel experience.
* Identifies opportunities to improve efficiency, personalization, and conversion rates for new clients.
* Assists with the organized scheduling process for new client engagement calls.
* Implements and manages the client welcome program to ensure a positive initial experience.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent experience.
* A minimum of 3+ years of professional experience in a client/customer service environment is required.
* Proven experience working with luxury or high-net-worth (HNW) clientele.
* Demonstrated ability to work collaboratively within a team environment.
* Exceptional attention to detail is essential.
* Strong interpersonal, communication, and listening skills to effectively evaluate and address client needs and expectations.
* Familiarity with CRM software and tools for managing client interactions and data, ideally Client Base and/or Salesforce.
* Proficiency in Microsoft Offic...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-08-23 08:58:33
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Play a key role in ensuring system reliability at one of the world's most iconic and largest financial institutions.
As a Site Reliability Engineer II at JPMorgan Chase within the enterprise technology, finance technology team, you will use technology to solve business problems and leverage software engineering best practices as we strive towards excellence.
This role often works independently to execute small to medium projects, but you'll also have the opportunity to collaborate with cross functional teams to continually improve your level of knowledge about JPMorgan Chase's business and relevant technologies.
Job responsibilities
* Assist in the deployment and configuration of Genetec Security Center on Windows servers, ensuring successful implementation and integration of security systems.
* Provide first-level technical support to end-users, troubleshoot issues related to Genetec Security Center, and offer recommendations on best practices.
* Recognize and eliminate toil through systems engineering or automation, and implement observability patterns to improve service level indicators, objectives monitoring, and alerting solutions.
* Collaborate with senior IT staff and participate in training sessions to improve knowledge and skills related to Genetec Security Center and other IT systems.
* Monitor system performance and availability of core Genetec Security Center services, ensuring optimal transparency and analysis.
* Document and maintain accurate records of system configurations, changes, and support requests, ensuring clear communication and organization.
* Package Genetec Security Center software for client and server installs, and provide on-call support as needed to address urgent issues.
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 2+ years applied experience.
* 2+ years' experience working with Genetec Security Center, including configuring federations, and experience with installing and upgrading Genetec Security Center software while managing Windows patching.
* Familiarity with observability practices such as white and black box monitoring, service level objective alerting, and telemetry collection using tools like Grafana, Dynatrace, Prometheus, Datadog, and Splunk.
* Possession of Genetec Security Center Omnicast certification and a good understanding of network protocols and security principles.
* Experience working with third-party applications deployed on Windows Server environments and the ability to work with SQL Server, including running queries.
* Strong problem-solving skills and attention to detail, ensuring effective troubleshooting and resolution of issues.
* Excellent communication and interpersonal skills, facilitating collaboration and effective interaction with team members and stakeholders.
* Ability to work independently and as part of a team, demonstrat...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-08-23 08:58:24
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J.P.
Morgan Advisors, the ultra-high net worth division of J.P.
Morgan Wealth Management, offers U.S.
based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world.
Our small size and broad scope allow us to customize solutions tailored to clients' specific needs.
As a Relationship Manager within JPMorgan Advisors, you will be a vital member of the Financial Advisor's team.
Your role will involve close collaboration with Financial Advisors, acting as the primary liaison for advisors and their affluent clients.
Utilizing your in-depth knowledge of the Financial Advisor role, you will build strong relationships with clients, aiding them and their families in achieving their financial aspirations and targets.
Job Responsibilities:
* Act as the primary point of contact for assigned client relationships, deepen client relationships through getting to know details of client's lives to ensure life milestones are appropriately recognized.
* Create and implement a proactive service model, ensure central engagement through proper communications, documentation and tracking.
* Manage client appreciation activities and events, coordinate with numerous teams to ensure timely processing and positive client satisfaction.
* Perform client reviews on a regular basis in conjunction with or on direction of the Financial Advisor, identify and develop new business opportunities from existing client base.
* Market and implement complex investment solutions in accordance with High-Net-Worth client's investment objectives.
Attends product rollouts, ideas calls and research meetings to stay current on all JP Morgan Wealth Management products and services.
* Provides support across a diverse suite of products and applications including, but not limited to; Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite and ensure client meetings are properly prepared for in advance.
* Ensure compliance with organization policies and applicable regulations, ad Hoc service requests as needed on behalf of the team/clients.
Required qualifications, capabilities, and skills:
* 5 plus years' experience in Financial Services industry
* FINRA Series 7 and 66 licenses required
* Bachelor's degree required
* Proven ability to be a self-starter, act as an end-to-end owner of tasks and work independently in a fast-paced environment
* Proactively identify and delivery appropriate solutions that address the needs of our clients
* Ability to communicate effectively with clients and team members while maintaining professionalism in difficult situations
* Highly proficient user of Word, PowerPoint and Excel
Preferred qualifications, capabilities, and skills:
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Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2025-08-23 08:58:24
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Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team.
As a Treasury Sales Associate in Commercial Banking, you will play an integral part in contributing to new sales targets, managing business relationships, and achieving portfolio growth objectives.
You will participate in the three-year development plan designed fora progression of job functionsto develop skills over time for a successful career within the firm and ability to pursue more senior roles within the Treasury Solutions such as a Treasury Management Officer position.
Job responsibilities
* Collaborate with the Treasury Management Officer (TMO) on client proposals to identify appropriate Treasury solutions, perform cost and benefit analysis, competitive pricing and run profitability models
* Assist with client call preparation by creating relationship review materials, pitch books, account plans, and conducting customer research
* Develop an understanding of clients' Treasury cash management structure and objectives
* Coordinate with product partners to develop comprehensive Treasury solutions
* Develop and understand competitors' products and positioning within the client & market
* Work with the TMO's throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately
* Collaborate with internal partners to ensure successful implementation, product ramp-up and accurate pricing and billing
Required qualifications, capabilities, and skills
* Bachelor's Degree
* Three+ years' relevant banking and treasury experience
* Time management, organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environment
* Superior verbal and written communication skills with the ability to mobilize internal networks and resources
* Ability to understand Treasury Solutions products, pricing philosophy, and billing process and procedures
* Proficiency in Microsoft Office (PowerPoint, Excel and Word)
* Ambition to develop into an individual sales contributor
Preferred qualifications, capabilities, and skills
* Interest in working with experienced Treasury partners to recognize a client's cash flow needs and apply appropriate banking solutions
* Sales, portfolio management or relationship management experience
* Qualitative and quantitative skills
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients und...
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Type: Permanent Location: Irvine, US-CA
Salary / Rate: Not Specified
Posted: 2025-08-23 08:58:20
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A career with us is a journey, not a destination.
This could be the next best step in your technical career.
Join us if you are excited about shaping the future of technology and driving significant business impact in financial services.
Join our team and help us develop game changing, high-quality solutions.
As a AI/ML Engineer within our platform operations team, you will be tasked with the design, construction, and maintenance of our AIOps solution.
This role demands a profound knowledge of AI/ML technologies, IT infrastructure, and platform engineering.
Job Responsibilities:
* Lead the design, development, and deployment of generative AI solutions, ensuring alignment with business objectives and technical requirements.
* Provide mentorship and guidance to junior engineers.
* Demonstrate deep expertise in generative AI technologies, contributing to the development of POCs and evaluating new methodologies to enhance AI capabilities.
* Exhibit strong proficiency in Java or Python, with the ability to architect and build complex AI models from scratch.
Ensure the delivery of secure, high-quality production code.
* Utilize experience with React or Angular to create intuitive user interfaces for AI applications.
Conduct thorough code reviews to maintain high standards of code quality.
* Leverage AWS experience to implement best practices in AI integration, ensuring quality, security, and efficiency across AI projects.
Identify and implement opportunities to automate processes and enhance the operational stability of generative AI applications and systems.
* Collaborate with cross-functional teams to evaluate and refine architectural designs for AI systems, ensuring scalability and robustness.
* Actively participate in communities of practice to promote the adoption and awareness of new generative AI technologies, fostering a culture of continuous innovation.
* Contribute to a team culture of diversity, equity, inclusion, and respect, fostering an environment conducive to innovative AI development.
Required qualifications, capabilities, and skills:
* Formal training or certification on Programming Proficiency concepts and 5+ years applied experience.
* Minimum 15+ years of strong proficiency in Python or Java, with the ability to architect and build complex AI models from scratch.
* Two years of experience in generative AI development and prompt engineering.
* Proven experience in system design, application development, testing, and operational stability in AI projects.
* Minimum of 5+ years of strong experience with React or Angular.
* 5+ years of AWS experience is a must-have.
* Understanding of agile methodologies such as CI/CD, Application Resiliency, and Security, applied to AI projects.
* Proficiency in working with large datasets and data preprocessing.
* Solid understanding of AI/ML algorithms and techniques, including deep learning and nat...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-08-23 08:57:47
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Our Corporate Functions team spans finance, risk, human resources, and marketing, playing a crucial role in setting up our businesses, clients, and employees for success.
Global Finance & Business Management strategically manages capital and promotes growth, ensuring the company thrives in all market conditions.
We are looking for a regulatory reporting Analyst to join our Firmwide Regulatory Reporting & Analysis (FRRA) team, which oversees U.S.
Regulatory Reporting processes and promotes strategic initiatives in external reporting.
As a Regulatory Reporting Analyst within the Firmwide Regulatory Reporting & Analysis (FRRA) team, you will be responsible for the design, implementation, and execution of end-to-end processes supporting U.S.
Regulatory Reporting.
You will have the opportunity to enhance controls and efficiency in financial reporting processes, participate in firm-wide projects, and work with complex reporting methodologies.
This role offers a dynamic and challenging environment where you can apply your analytical skills and technical expertise to deliver high-quality results.
Job responsibilities:
* End-to-end production of FR Y-15 / GSIB Reporting for JPMorgan Chase & Co.
which is filed quarterly with the Federal Reserve Bank.
* Understanding complex reporting methodologies for all balances reported and performing analysis of balances collected through the production process, align facts, logic and context with applicable teams (e.g.
LOB, Capital Management, ACC, FERC etc.)
* Enhance the controls and efficiency of financial reporting processes which may include the identification and resolution of issues/errors, tracking and resolution of data quality issues and implementing process improvements to reduce cycle time.
* Maintain familiarity with accounting pronouncements and disclosure requirements.
Participate in firm wide project groups to implement changes in reporting requirements
* Work extended hours during peak periods including some weekends
Required qualifications, capabilities, and skills:
* 1+ years total relevant work experience in External Reporting (FR Y-15, Y-9C, FFIEC 031, etc.)
* Demonstrable understanding of financial statements and financial disclosures required
* Bachelors Degree required
* Coordinate multiple aspects of the production and review of quarterly and annual reports filed with the FRB.
* Excellent communication skills, both written and oral
* Comfortable working with large quantities of data, including strong reconciliation and process management experience
* Strong technical skills in Excel
* Strong analytical skills in interpretation of data and identification of anomalies
* Independent worker who is self-motivated; comfortable working independently in a dynamic and challenging environment
* Results-oriented / delivery focused; ability to deliver high-quality results under tight deadlines
Preferred qualifications, capab...
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Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2025-08-23 08:57:34
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Job summary:
As a Private Credit Analyst within the Asset Management team, you will support the investment teams based in New York and London.
You will assist in the evaluation, execution, and management of private credit investments across three key strategies: primaries, co-investments, and secondaries.
This position offers an exciting opportunity to collaborate with international teams in a fast-paced environment, contributing to the growth and success of a global portfolio.
Job responsibilities:
* Conduct comprehensive financial analysis and due diligence on potential private credit investment opportunities across primaries, co-investments, and secondaries.
Evaluate creditworthiness, risk factors, and return potential to support investment decisions.
* Assist in the modeling, structuring, and execution of private credit transactions across the three strategies.
Collaborate with the investment teams to prepare comprehensive Investment Committee (IC) memos that support informed investment decisions.
* Monitor and manage existing investments, tracking performance and identifying potential risks.
Prepare regular reports and updates for senior management and stakeholders.
* Work on preparing and responding to RFPs to raise capital from institutional clients.
Partner with internal teams to develop compelling proposals that align with client needs and investment strategies.
* Stay informed about market trends, economic conditions, and industry developments in the US and globally.
Provide insights and recommendations based on market research and analysis, across different private credit strategies.
* Work closely with colleagues across the asset management team in India, New York, and London to share insights, collaborate on projects, and contribute to the overall success of the global team.
Required qualifications, capabilities, and skills:
* Bachelor's degree in Finance, Economics, Business, or a related field.
* 1+ years of experience in credit analysis, investment banking, or asset management within the private credit or fund of funds space.
* Strong analytical skills with the ability to interpret complex financial data and market information.
* Excellent communication and interpersonal skills, with the ability to build and maintain relationships with diverse stakeholders across different regions.
* Detail-oriented with strong organizational skills and the ability to manage multiple tasks and projects simultaneously.
* Proficiency in financial modeling and other MS Office applications.
Preferred qualifications, capabilities, and skills:
* A Master's degree or relevant professional certification (e.g., CFA) or progress towards CFA is a plus.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-08-23 08:57:28
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Join the Commercial and Investment Banking Planning and Analysis Transformation and Innovation team that will enable the production of reporting and analytics while modernizing our planning processes and data consumption patterns!
As a Data Domain Modeler Sr Associate, within the Transformation and Innovation team, you will design and implement end-to-end data models starting from raw data to the semantic layer that makes our data more accessible and understandable for finance users, data analysts, automation, quantitative research and machine learning teams.
Job Responsibilities:
* Work on designing new data models for domains such as financials and forecasting models across different scenarios and work on some of the most complex and highly visible data problems in finance, at the intersection of finance and technology
* Represent the data domains in the overall information architecture strategy to optimize data models for end user consumption, identify data homogenization opportunities, and optimize data pipelines in our data lake-house.
* Engage and partner with product owners, business users (both technical and non-technical), data providers, and technology teams across the entire finance function to design and deliver data products.
* Design and build new cloud based data lakehouse for the P&A community, leveraged by Analysts to CFO for their day to day reporting
* Work on wide range of data sets and use case to support different Planning & Analysis processes, and personally lead and drive the design of them
* Create solutions for key data challenges and implements innovative technology-based solutions at the bank such as enterprise data catalog, and AI-enabled conversational analytics
* Partner with other high-performing teams within JPM Chase to inspire innovation and champion change throughout the bank
Required qualifications, capabilities, and skills:
* Strong analytical and problem solving skills with attention to details to formulate effective data models to address users consumption pain points, and to lead their delivery
* Bachelor's degree in computer science, data science, information systems, business analytics, or related discipline; 3-5+ years of relevant experience designing and implementing data models and analytic solutions using dimensional and relational data models
* Hands-on and flexible approach to creating solutions aligned to the tools and skills of the client user and strong communication skills to present data products and educate data consumers
* Strong knowledge and experience using SQL & Python for data analysis, data engineering, and transformation to answer business questions
* Experience with ETL / ELT process and architecture to move data across pipelines in a lake
* Experience building analytics dashboard or building models suited for interactive dashboard consumption
* Experience with cloud-based data lake platforms such as AWS, Azu...
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Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2025-08-23 08:57:22
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You are a vital part of the Sales team to deliver tailor-made product solutions that meet clients' needs.
Leverage your problem-solving skills to thrive in a fast-paced environment and drive customer-centric strategies.
Leverage your problem-solving skills to thrive in a fast-paced environment and drive customer-centric strategies.
As a leader in solutioning, collaborate closely with the Sales teams to deliver tailor-made product solutions that meet clients' needs.
As a Sales Product Solutions Individual Contributor in Healthcare Payments, you are an integral part of a team that defines and configures complex solutions for key client relationships and prospect opportunities in partnership.
You are responsible for acting as the voice of the customer by understanding their needs and communicating feedback to the Product teams.
In this role you will be expected to carry your own quota and will be responsible for prospecting and creating your pipeline and leads.
You are responsible for understanding the customer's pain points and recommending solutions that would best fit their needs.
You will work directly with the Treasury Representative and Healthcare Banker and supports the Healthcare Payments Product needs.
Job responsibilities
* Leads solutioning and the adoption of existing and upcoming client-facing products and capabilities while defining and configuring optimal solutions that address clients' needs and objectives, specifically within across Patient Management Systems and other Hospital Systems
* Serves as a subject matter expert on a defined set of products and capabilities with a deep understanding of our clients' needs and current industry trends
* Owns pricing, pipeline planning, account planning, and upskilling the team on product knowledge by collaborating on training and collateral materials
* Engages with client teams to better understand pain points and refine solutions while regularly communicating critical client feedback to Product teams to inform the strategic product roadmap
* Exhibit sales mentality with being goal and quota driven
* Exhibits attention to organization in fast-paced environment with ability to manage multiple projects simultaneously
* Sources new opportunities while shepherding inbound requests
* Demonstrates proactive and hardworking nature
* Exhibits a consultative approach with clients and works to deeply understand current to future state with product implementation experience
Required qualifications, capabilities, and skills
* 5+ years of experience or equivalent sales expertise in problem-solving across multiple teams and a cluster of products
* 5+ years of experience of healthcare technology, with proven successful track record
* Extensive experience working in a sales cycle and engaging with clients on a regular basis
* Experience modifying preconfigured solutions to meet complex problems
* Demonstrated prior experience working...
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Type: Permanent Location: Philadelphia, US-PA
Salary / Rate: Not Specified
Posted: 2025-08-23 08:57:13
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We are seeking a passionate and talented Infrastructure Engineer to join our team in supporting and expanding our Amazon Connect telecom infrastructure.
We are looking for an engineer who can help us extend our infrastructure to new global regions, support existing implementations, and innovate telecom network operations through advanced tooling and processes to enhance customer experience.
Join our team and be part of managing one of the largest volumes of phone calls in contact center platforms globally for Chase Travel.
As an Infrastructure Engineer III at JPMorgan Chase within Chase Travel, you will leverage your extensive knowledge of software, applications, and technical processes in the infrastructure engineering field.
You will apply your technical expertise and problem-solving skills across various applications of moderate scope.
Job responsibilities
* Applies technical knowledge and problem-solving methodologies to projects of moderate scope, with a focus on improving the data and systems running at scale and ensures end to end monitoring of applications.
* Design, configure, and implement new projects on the Amazon Connect platform.
* Considers upstream/downstream data and systems or technical implications.
* Be accountable for making significant decisions for a project consisting of multiple technologies and applications.
* Identify and propose innovative solutions to operational challenges.
* Prioritize and handle tasks from internal and external customers.
* Document and troubleshooting issues that require immediate attention and remediation.
* Provide root-cause analysis on service outages.
* Support day-to-day operations of the telecom platforms by analyzing problems affecting operations.
* Participate in after-hours releases and on-call rotation schedules.
* Represent the Telecom Team to troubleshoot and coordinate with different functional teams in handling incidents and outages.
Required qualifications, capabilities and skills
* Formal training or certification on infrastructure engineering concepts and 3+ years applied experience
* Minimum of 2 years of experience in Telecom and IVR Engineering and Administration.
* Experience working in and supporting a contact center environment.
* Hands-on experience with Amazon Connect, including development, deployment, and support of: CCP, Contact Flows, Lambda and other scripting, S3 Storage Solutions, DynamoDB, CloudWatch, Queues and Routing Profiles & Agent and Agent Hierarchy Administration.
* Proficiency in Infrastructure as Code (IaC) tools.
* Experience with CI/CD pipelines and DevOps practices.
* Proven expertise in programming languages such as JavaScript, Node.js, and Python, particularly in relation to AWS Services.
* Demonstrated ability to efficiently resolve complex issues and provide consultative explanations and advice to clients.
* Familiarity with file formats, incl...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-08-23 08:57:04
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The Consumer Bank Business and Product Transformation team is responsible for advancing Consumer Bank product operating models and mobilizing product teams to deliver initiatives at scale that align with Consumer Bank Strategic Objectives.
As a Product Portfolio Operations Manager in the Consumer Bank agile product portfolio, you are a foundational member of a team responsible for implementing connectivity strategies across the product space.
You ensure product investments and roadmaps align with Consumer Bank Strategic Objectives, driving positive business and customer benefits.
You are directly responsible for creating structures that enhance coordination in our product line.
By mobilizing product teams, you deliver large-scale initiatives and advance the Consumer Bank agile product delivery strategy for better business and product outcomes through continuous improvement.
Job responsibilities
* Works across products to help ensure delivery against business objectives while coordinating reporting and communications plans for portfolio management operations and change initiatives
* Enables operational efficiency by supporting training, maturation, needs assessments, and continuous improvement practices
* Drives adaptation and modification of our product-line framework to ensure cross-product priorities, sequencing, and trade-offs are realized
* Implements a product-level collection strategy consisting of controls, financials, and resourcing needs
* Lead continuous planning and prioritization processes, including Consumer and Community Banking planning deliverables and monthly Consumer Bank prioritization.
* Establish a partner communication framework to keep product, technology, design, and data organizations informed of priorities, status, and changes.
* Oversee product portfolio-level priorities, key initiative status, capacity plans, co-supplier dependencies, risks, and performance metrics with the support of broader Product Portfolio Operations Leads.
* Develop a six-quarter portfolio roadmap to improve planning, measure progress, and enable investment trade-off decisions.
* Lead the annual budget and capacity planning process in partnership with finance; track actuals to plan.
* Facilitate the adoption of best practices and develop new tools and operating models to continuously improve planning and prioritization processes.
* Prepare updates and presentations for senior management.
Required qualifications, capabilities, and skills
* 5+ years of experience or equivalent expertise in program management or performance optimization
* Proven ability to manage and implement operational effectiveness initiatives
* Proven ability to operate within the product development life cycle and agile methodologies
* Proficiency in agile product development methodology.
* Proven experience in delivering timely, high-quality executive communications, presentations, and repo...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-08-23 08:57:02
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You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act
*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As su...
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Type: Permanent Location: Winnetka, US-IL
Salary / Rate: Not Specified
Posted: 2025-08-23 08:56:59
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Own our Client's Custom Card Product Onboarding experience end to end! Use your Project Management expertise to manage complex technical treasury product implementations for JP Morgan Chase Clients from around the world.
As a Card Product Implementation officer within the Commercial & Investment Bank, you will be responsible for the overall client experience and project management of custom card product implementations.
Partner with client and internal stake holders to help provide a best-in-class experience.
In this role you are often the clients first true experience working with JP Morgan Chase.
Job Responsibilities
* Own the product implementation and training experience for your assigned clients
* Meet and connect with clients through Zoom, Email and other collaborative technologies
* Build and maintain strong relationships with key partners in Relationship Management, Sales, Service, Operations and Product Management
* Manage client and partner expectations and understanding throughout the implementation process
* Implement mixed payable solutions and support our clients with file mapping exercises
* Work with partners in Operations and Product Management to streamline processes
* Identify instances of business risk and show ownership of issues when they arise
* Scope client requests and translate business requirements into detailed technical specifications for treasury services
* Use Microsoft Office tools to document meeting agendas and minutes and project plans.
Use of workflow tool for status updates and document repository
* Demonstrate creative problem solving and judgement and be empowered to escalate when necessary
* Manage client and internal partner expectations by establishing timeliness and dependencies with the goal to exceed expectations
Required qualifications, capabilities, and skills
* An appreciation for being a 'keeper of our brand' with 3+ years of applicable experience and a passion for delivering a consistent, stellar client and partner experience
* Commercial Card or Transactional banking/payments knowledge
* Strategic thinking with the ability to adapt to change
* Microsoft Office Suite experience and project Management, Payments and Receivables experience
* Technical Consulting or business analysis experience in the Enterprise Resource Planning (ERP), systems integration or Application Programming Interface (API) space
* Technical project management experience or experience with complex treasury implementations or card products and comfort in a fast paced, dynamic client-facing environment
* Ability to clearly communicate, partner and influence - leading others to a common goal
* Exhibit adherence to policy and procedures and meet or exceed established SLA
* Comfort in using technology such as WebEx, Zoom and other collaboration tools for enhanced client discussions
* Experience in coaching or mentoring emp...
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Type: Permanent Location: Charlotte, US-NC
Salary / Rate: Not Specified
Posted: 2025-08-23 08:56:52
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Be a trusted advisor to our Commercial Bank clients.
Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cash management products and services.
As a Client Service Associate within the Commercial Bank, you will resolve client requests while working in partnership with Service Operations, Sales partners, and Bankers located in the United States and across the globe.
Client Service Associates are a trusted member of the client's team and deeply connected to deliver the growth and success for an assigned portfolio.
In this role, you will serve as the primary point of contact for each client assigned to your portfolio.
Interact with Owners, Chief Executive Officers, Presidents, Chief Financial Officers, Treasurers and other high level client contacts to help research and resolve issues for our Commercial Bank clients.
Communicate through Zoom, email and phone to build strong relationships and provide a level of service that JP Morgan Chase customers have learned to expect.
Job Responsibilities
* Lead your assigned book of clients autonomously by delivering solutions and upholding JP Morgan Chase standards and operating principles
* Develop long term client relationships
* Proactively work to determine service improvements and solicit client input and feedback to drive client satisfaction
* Conduct annual relationship reviews with clients to identify potential customer-level fraud exposure and recommend appropriate products to mitigate risk or provide other efficiencies
* Proactively discuss client trends/issues with internal partners to further customize solutions for clients
* Actively participate in deal team meetings as new products and services are added to clients
* Influence internal partners to recommend products and services based on knowledge of client behaviors
* Learn and understand existing and upcoming technologies to support client consultation and requests
* Identify opportunities for use of digital tools to offer self-service solutions with a high degree of success
* Solicit feedback on product and service offerings in an effort to continuously adapt to the ever-changing commercial banking landscape
Required qualifications, capabilities and skills
* Data Analytics & Change Management experience
* Ability to influence others without direct supervision
* Ability to provide quantifiable management reporting & present findings
* Project Management & Execution
* Excellent verbal, written, interpersonal, presentation, negotiating and organizational skills
* Strategic thinking with the ability to adapt to change
* Demonstrated team building skills and ability to work in a team environment
* 3+ years of client facing work experience
Preferred Qualifications, capabilities and skills
* Comprehensive knowledge of Treasury Services and/or Custom Card produc...
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Type: Permanent Location: Charlotte, US-NC
Salary / Rate: Not Specified
Posted: 2025-08-23 08:56:37
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JOB DESCRIPTION
Job Title: Scheduling Client Coordinator
Job Summary: The Scheduling Client Coordinator is responsible for managing an assigned territory and efficiently scheduling home inspection requests for risk consultants.
This role requires a proactive approach to meet scheduling goals and metrics while ensuring a seamless experience for clients.
The ideal candidate will possess strong organizational skills, professionalism, and the ability to multitask effectively in a fast-paced environment.
Key Responsibilities:
* Manage and oversee scheduling for home inspections within an assigned territory, ensuring that all requests are handled promptly and efficiently.
* Schedule risk consultants to meet established goals and metrics, focusing on aged inspections, new business, course of construction, and other projects.
* Maintain a booking schedule that is at least two weeks in advance to optimize resource allocation and client satisfaction.
* Interact with clients via phone to coordinate inspection scheduling, demonstrating exceptional professionalism and social skills.
* Navigate multiple systems and geographical mapping tools to find availability and ensure a smooth scheduling process.
* Collaborate with other coordinators to provide assistance and back-up, fostering a supportive team environment.
* Collaborate with internal business partners and agents to align on scheduling strategies and address any client-specific needs or concerns.
* Take feedback and guidance from leadership to continuously improve workflows and processes.
* Monitor and report on scheduling metrics and performance, identifying areas for improvement.
QUALIFICATIONS
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law.
Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees.
Chubb prohibits all unlawful discrimination, harassment and retaliation aga...
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Type: Permanent Location: Whitehouse Station, US-NJ
Salary / Rate: Not Specified
Posted: 2025-08-23 08:56:36
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JOB DESCRIPTION
Description
Chubb is the world's largest publicly traded property and casualty insurer.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
Position Summary
Chubb Small Commercial Insurance (SCI) leverages superior underwriting expertise and world-renowned claims, account services, and financial strength to offer solutions for small businesses.
Ideal candidate must be highly motivated to succeed, have strong communication skills both verbal and written, and have a strong desire to learn with a willingness to embrace change.
This position is responsible for supporting the underwriting process for our online platforms for multiple lines of business which include but are not limited to: BOP, Commercial Auto, Workers Compensation, Cyber Digitech, and Umbrella.
QUALIFICATIONS
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law.
Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees.
Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.
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Type: Permanent Location: Phoenix, US-AZ
Salary / Rate: Not Specified
Posted: 2025-08-23 08:56:35
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JOB DESCRIPTION
Job Description
As Claims Transformation Lead, you will be accountable for driving and executing critical initiatives across our North America Claims Transformation portfolio.
You will also play a pivotal role in shaping the strategic direction of the organization.
Reporting directly to the Head of NA Claims Transformation, your responsibilities will include delivering on transformation initiatives, optimizing our claims portfolio, and ensuring alignment with our overall business objectives.
Key Responsibilities
Strategy Development and Execution
* Support the development and execution of the claims transformation strategy in alignment with company goals and industry best practices
* Build and maintain transformation roadmap for the NA claims organization to accelerate business impact and deliver meaningful transformation over time
* Identify emerging trends, opportunities, and risks within the insurance landscape and translate them into actionable strategies.
Monitor industry trends and best practices to identify opportunities for innovation, transformation and differentiation within our claims operations
* Collaborate with cross-functional teams to ensure the successful execution of strategic initiatives and deliver measurable results and fostering a culture of innovation, collaboration, and accountability
* Provide strategic input and a disciplined approach to portfolio management, championing change management initiatives to drive organizational buy-in and adoption of new processes and technologies
Domain Lead
* Develop and implement objectives and key results that contribute are in line with the overall claims transformation strategy
* Lead quarterly planning sessions for the Domain/Program to prioritize work and resources, align on dependencies and ensure highest value capabilities are being delivered
* Foster strong partnerships between technology, data and business teams
* Promote agile principles by engaging with teams and cultivating a culture of collaboration and adaptability
* Leverage foundational claims knowledge, business expertise and data-driven insights to develop multi-year plan and implementation roadmap
* Build strong relationships with key stakeholders across the organization, including senior leadership, business units, and functional teams
* Act as a trusted advisor to senior management, providing insights and recommendations on strategic and operational matters related to claims transformation initiatives
* Communicate regularly with stakeholders to provide updates on project status, milestones, and achievements
QUALIFICATIONS
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by ...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-08-23 08:56:34
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JOB DESCRIPTION
Chubb's North America Data and Analytics Division is currently seeking an experienced Senior Data Scientist with 5+ years of industry experience to join our fast-paced, high-energy team.
As a Senior Data Scientist for NA Analytics, you will perform quantitative data analysis to enable organizational decision making and develop solutions to complex business problems and create value to the business.
This position offers exposure to a wide variety of analytics tools and technologies as well as unique challenges in problem-solving.
Building and deploying predictive models in support of our pricing strategy will be a focus area.
In this role, you will:
• Synthesize data to uncover inherent trends, assess impact of data on business usage, and to make recommendations for improvement.
• Build GLM pricing models in support of various property and casualty insurance products.
• Research, recommend, and implement statistical and other mathematical methodologies appropriate for the given business problem.
• Build explanatory and forecasting models using descriptive and inferential statistics, and regression analysis.
• Perform data validation, preprocessing, and exploratory data analyses.
• Communicates analytical goals, approach, outcomes, and insights to both technical and non-technical audiences.
• Translate analytical findings into relevant business insights.
• Collaborate with business partners and peers within the organization to understand and scope the problem, gather business requirements, and develop robust model solutions that drive improvement in key business metrics.
• Effectively communicate with key stakeholders (both technical and non-technical) in written, oral and presentation formats.
• Create/Maintain excellent working relationships with business partners across the Chubb organization including Product, Actuarial, IT, and analytics peer groups.
• Provide guidance and mentorship directly and indirectly to junior team members.
QUALIFICATIONS
Required:
o
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition...
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Type: Permanent Location: Philadelphia, US-PA
Salary / Rate: Not Specified
Posted: 2025-08-23 08:56:32
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JOB DESCRIPTION
Field Property Claim Adjuster
Chubb is looking for an experienced Outside Property/Structure Field Adjuster.
This position will be responsible for handling field property claims in the local Houston, TX and surround area.
The ideal candidate will be located in the Houston, TX area.
This is a field adjuster role that requires conducting physical site inspections of residential and commercial properties to assess damages and determine coverages.
The position involves traveling to various locations for on-site evaluations and is not a desk-based role.
Responsibilities
* Ensure onsite inspection are completed of properties to include investigating facts, evaluating damages, and writing estimates.
* Investigate and adjust both personal and commercial property claims with exposures up to and over $500,000.
* Effectively evaluate contract language and identify coverage issues.
* Promptly and appropriately develop the file to provide accurate and timely investigation and loss analysis.
* Maintain an active file diary to move file toward resolution.
* Recognize and pursue recovery.
* Adhere to all statutory and regulatory fair claims practices.
* Recognize and identify potential fraudulent claims.
* Effectively control the use, work product, and expenses of outside vendors such as IA's, engineers or others involved with the claim.
* Recognize, engage, and oversee additional investigate actions where needed utilizing engineers, accountants, and other expert vendors.
* Effectively evaluate claim facts and negotiate claim settlements.
* Develop and maintain strong business relationships with internal and external customers.
* Successfully contribute to the development and delivery of the team's goals, objectives and results.
* Supports workload surges and/or Catastrophe Operations as needed to include working overtime during designated CATs.
* Establish and maintain rapport with business partners including insureds, agents, and underwriters.
* Provide excellent customer service skills to a diverse client base that results in more than satisfied clients.
* Conduct site inspections while effectively maintaining ownership of the claim experience including ownership of primary contact with insured and agent, validating coverage, owning the coverage investigation and coverage communication while working with vendors in a remote environment handling claims in the western territory.
QUALIFICATIONS
* Strong
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, sup...
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Type: Permanent Location: Houston, US-TX
Salary / Rate: Not Specified
Posted: 2025-08-23 08:56:31
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JOB DESCRIPTION
Role Purpose
* The Accountant / Accounts Payable is responsible for compile and maintain accounts payable records as well other duties related to the position.
Ensures that the company's daily accounting functions run accurately and effectively.
Key Responsibilities
* Provide accounting support to the Accounting Department.
* Review wire transfers received.
• Payment of invoices and expense reports.
* General ledger postings and records.
* Reconcile accounts in a timely manner.
* File monthly vouchers.
* Proccess payments and collections through the bank system (ACH/Transfers).
* Submit monthly forms and process IVU payments through SURI.
* Perform closing monthly reports.
* Prepare accrual and prepaid entries.
* Reconcile Fixed Assets.
* Participate in the audit process.
* Perform specials projects and other related duties as assigned.
QUALIFICATIONS
Requirements
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law.
Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees.
Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.
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Type: Permanent Location: San Juan, US-PR
Salary / Rate: Not Specified
Posted: 2025-08-23 08:56:30
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JOB DESCRIPTION
Senior Financial Analyst
RELATIONSHIP & SCOPE
The Senior Financial Analyst will report to the Senior Manager, Financial Reporting and is a pivotal team member of the unit responsible for preparation of quarterly SEC filings and consolidated financial reporting.
The Senior Financial Analyst will interact with a diverse group of internal personnel including other financial analysts, divisional leadership, and functional staff to interpret financial data and operational performance.
DUTIES & RESPONSIBILITIES
* Assist in the preparation of all 10-Q/K SEC filings including financial statements, footnotes, disclosures and supporting documentation
* Be accountable for various analytical and reporting responsibilities that include the ability to work within finance and other departments
* Recognize, research, and resolve SEC reporting and general accounting issues
* Analyze technical accounting topics and propose conclusions
* Assist in XBRL reporting for all SEC filings, which includes researching tags and staying up to date with taxonomy updates
* Assist with the implementation of FASB projects and standards
QUALIFICATIONS
QUALIFICATIONS
Technical Required
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law.
Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees.
Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.
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Type: Permanent Location: Philadelphia, US-PA
Salary / Rate: Not Specified
Posted: 2025-08-23 08:56:29
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JOB DESCRIPTION
This role places equal emphasis on deep business understanding of the insurance life-cycle, data and systems, impeccable BI & visual insights development/ delivery and exceptional client, project, and stakeholder management skills.
The Analyst, BI must have excellent data analysis skill and is capable of rapidly transforming analytical insights into easy to consume requirements for varying stakeholders.
They must also have a strong understanding of developing and working with business KPIs and data models.
The candidate must demonstrate comfort with ambiguity and an ability to generate high quality products given competing priorities and present in front of user audiences.
This is a great opportunity to join Chubb - a company committed to attracting and retaining top talent, providing opportunities for career advancement, mobility, and learning.
Reporting: Role will report to the VP, Business Intelligence and Visual Insights.
* Responsibilities:
• Partner with cross-functional teams, including business unit leaders, finance, IT, and data management, to understand business requirements and develop data-driven insights to support decision making.
• Develop and prioritize stories for data- or visual-analytics solutions to support multiple constituents, ranging from executives to underwriters.
• Design visual wireframes based on business outcomes and KPIs
• Adopt and champion standards for high-quality, easily consumable, visualizations.
• Analyze, develop, and maintain Data and Reporting Applications in collaboration with data engineers.
• Understand, develop, and adhere to data quality, data governance, and data security protocols.
• Lead end-to-end testing, validation and approval of KPIs, wireframes, and delivery of final dashboards in consultation with key stakeholders.
• Provide ad-hoc analyses by querying cloud data warehouses using SQL and Data analysis tools
• Develop and facilitate training for users in dashboard usage and adoption, data wrangling and visualization techniques.
• Support deployment, production fixes, monthly and quarterly closing activities relating to business intelligence applications.
QUALIFICATIONS
* Requirements:
o
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, train...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-08-23 08:56:29
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JOB DESCRIPTION
The Middle Market Underwriting Account Representative (UAR) is responsible for supporting the underwriting process for New and Renewal Customers for multiple lines of insurance coverages, including property, casualty, workers compensation, excess lines and automobile coverages.
This position is also accountable for collaborating with team members to achieve growth, profit, renewal retention, service and producer/client management goals for an assigned book of business in the middle market segment of Commercial Insurance.
The UAR will gather and analyze account information, interpret, and translate data into rating and issuance instructions as well as utilize federal and state compliance and regulatory rules to comply with corporate pricing strategies.
In partnership with the Underwriter, the UAR will be assisting with binding/issuance of New and Renewal business and appropriate documentation of the file.
QUALIFICATIONS
The
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law.
Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees.
Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.
....Read more...
Type: Permanent Location: Boston, US-MA
Salary / Rate: Not Specified
Posted: 2025-08-23 08:56:28
