Jennifer Uzzi
West Harrison,NY
Summary
Dynamic Private Client Investment Associate at J.P. Morgan with expertise in client relationship management. Proven track record in enhancing client satisfaction through assisting advisor with tailored wealth management solutions and effective communication. Successfully streamlined processes, improving team efficiency and fostering collaboration, while mentoring junior team members to drive business growth.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Private Client Investment Associate
J.P. Morgan Chase Bank, N.A.
05.2018 - Current
- Maintained open communication lines with clients, addressing any concerns or inquiries promptly and professionally.
- Developed strong relationships with high-net-worth clients for tailored financial advice and long-term wealth management solutions.
- Managed operational risks by implementing effective controls within the team's workflow procedures and protocols.
- Supported senior advisors in developing new business opportunities through networking events, seminars, and referrals from satisfied clients.
- Fostered a culture of teamwork and collaboration by actively contributing to the growth and development of junior team members.
- Improved team efficiency by streamlining internal processes for account opening, trading executions, and account maintenance tasks.
Private Client Banker
J.P. Morgan Chase Bank, N.A.
01.2016 - 05.2018
- Delivered strong results in new account acquisition through strategic prospecting and networking efforts.
- Streamlined internal processes to improve efficiency, leading to faster response times for clients' requests.
- Developed a thorough understanding of clients' financial goals, enabling the provision of highly personalized advice and recommendations.
- Mentored junior bankers on best practices in relationship management and product knowledge, contributing to team success overall.
- Built long-lasting relationships with high-net-worth clients, earning their trust and loyalty.
- Enhanced client satisfaction by providing tailored financial solutions and exceptional service.
- Collaborated with banking partners to maximize cross-selling opportunities and drive business growth.
Education
High School Diploma -
Gorton High School
Yonkers, NY06-2000
Skills
- Client relationship management
- Financial analysis
- Wealth management
- Cross-selling strategies
- Attention to detail
- Effective communication
Certification
- Series 7 License - Financial Industry Regulatory Authority (FINRA).
- Series 66 License - North American Securities Administrators Association and FINRA.
- Insurance Licenses, Life, Health, and Annuities – New York Department of Insurance.
Timeline
Private Client Investment Associate
J.P. Morgan Chase Bank, N.A.
05.2018 - Current
Private Client Banker
J.P. Morgan Chase Bank, N.A.
01.2016 - 05.2018
High School Diploma -
Gorton High School
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