Rory Maher
J.P. Morgan Private Bank Client Service Manager
- Role
- Client Service Manager and Vice President at J.P. Morgan Private Bank
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Rory Maher
With a robust career spanning over two decades in the financial services industry, my…
Experience
Client Service Manager and Vice President
Jan 2025 — Present · Newark, DE, US
Lead teams of Client Service Associates.Manage teams’ daily work volume and ensure that transactions are conducted timely, accurately, and in compliance with policies / procedures.Research, follow up, and resolve escalated client issues in collaboration with stakeholders, including clients, bankers, product partners, and operations areasProvide subject matter expertise to continuing strategic development of Client Service operating model.
Education
Strayer University
Master of Business Administration (MBA)
McDaniel College
Bachelor of Arts (BA)
Skills
- Finance
- Small Business Financial Management
- Team Management
- Sales Management
- Retail Banking
- New Business Development
- Marketing
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