Years of experience: 13

Case ManagerData EntryData Entry SpecialistTyping SpecialistCall CenterCustomer Support Representative

Trust Score

Exceptionally trusted; proven professional excellence.

80%
Taylor Leigh's Career Path
Team Lead Manager - JPMorgan Advisors Banking ServicesApr. 2024 -
Present
JPMorganChaseTeam Lead Manager - JPMorgan Advisors Banking Services
Dallas, TX; Plano, TX; Chicago, IL
Senior Client AssociateJan. 2021 -
Jan. 2025
J.P. Morgan Wealth ManagementSenior Client Associate
Electronic Mail (E-mail) May Not Be Used for Trades, Transmission of Personal Information or Messages That Require Immediate Attention. J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co. (JPMC), which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRA and SIPC. Insurance products a...
Wealth Management Banking SpecialistJul. 2020 -
Jan. 2021
Bank of AmericaWealth Management Banking Specialist
Dallas, Texas, United States• Partner with Merrill Financial Advisors to provide financial solutions to individual wealth management clients • Conducts lending, saving, and financing transactions solutions along with Digital solutions • Assist financial advisor teams in navigating complex client situations to ensure clients are provided best client experience.

Taylor Leigh's Posts

  • 0

    How I can help you

    • Provide exceptional customer service and experience. • Compile and analyze business performance reports. • Execute precise data entry tasks. • Strong focus on detail and interpersonal communication.

  • 0

    People I am looking for

    • Open to collaborating with diverse clientele. • Tailored services to meet various industry needs. • Flexible approach to client requirements.

  • 0

    Experience & Cases

    • Boosted productivity by 50% via performance analysis. • Enhanced client experiences for high net worth individuals. • Worked with notable clients like JP Morgan.

  • 0

    How to contact

No responses yet
1