Wealth Management: Client Welcome Team Lead
JPMorgan Chase & Co.
JPMorgan Chase & Co. is seeking a Vice President, Client Welcome Group Team Lead in Westerville, OH. You will coach licensed professionals to deliver exceptional client experiences, guiding onboarding during the critical first 120 days and connecting clients to advisors as needed. The role requires securities licenses (Series 7/63, SIE) with potential 60-day eligibility for FINRA 9/10, and strong leadership, talent development, and recruitment skills. A Bachelor’s degree is preferred. #J-18808-Ljbffr JPMorgan Chase & Co.
- ...Description At J.P. Morgan Wealth Management, we have an enthusiasm for helping our clients, building... ...a Client Development Team Leader within our dynamic... ...provide an exceptional and welcoming experience for... ...About Us Chase is a leading financial services firm...SuggestedWork experience placement
- JPMorgan Chase & Co. Wealth Management in Westerville, OH seeks a Vice President, Client Welcome Group Team Lead to coach licensed professionals, guide client onboarding, and build a high-performing team. The role emphasizes leadership, recruitment, and client relationship...Suggested
- .... Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships,... ...financial needs. As a Private Client Investment Advisor Team Lead in J.P. Morgan Wealth Management, you will support the market and serve as a liaison...SuggestedFlexible hours
- Horter Investment Management in Columbus, OH is seeking a proactive Client Relations Specialist to welcome clients and manage front-desk operations with professional hospitality. You will coordinate day-to-day activities, support seminars, and ensure a seamless client...Suggested
$167.3k - $278.8k
...an Enterprise Infrastructure Client Partner. This highly visible individual... ...infrastructure and platform teams. In this role, you will ensure... ...as the primary relationship lead for the business, establishing... ...are realistic, risks are managed, and execution is set up for success...SuggestedFull time- ...mission to improve the lives of our clients, our communities, and our... ...Leader at DLR Group, you will lead client engagement from pursuit... ...with integrated design teams to create environments that elevate... ...while partnering with Project Managers to support project quality, financial...Contract workWork at officeLocal areaVisa sponsorshipWork visa
- ...fully engaged in creating a welcoming environment where each of us... ...ResponsibilitiesThe Trenchless Geotechnical Team Lead will report to the Trenchless... ...around the planning, managing and orchestrating of geologic... ..., site visits, and attend client meetings as required.Support...For contractorsLocal areaRemote work
- ...our multidisciplinary teams also include scientists... ...that involves project management, design management, business... ....Primary Duties:Lead and assist with the management... ...projects with existing clients for Water Resources... ...environment where each of us is welcomed, valued, respected and...Contract workFor contractors
$85.9k - $167.02k
...service - to our coworkers, clients, and communities. We subscribe... ...connect! At CESO, a Survey Team Lead brings advanced surveying... ...position is responsible for managing production teams, setting priorities... ...Dental / Vision Coverage ~ Welcome Box ~ Casual Dress Code ~...Temporary workCasual workWork at officeFlexible hours$84.3k - $155.4k
...associated with assigned contracts. Effectively, manages personal portfolio and advises account teams on contracts administration matters. Compiles... ...and documentation. Work you'll do As a Specialist Lead, Government Client Contracts Management on the Enterprise Contract...Contract work- ...America)Please review the following job description:Manage, lead and train a minimum of ten Commercial Client Specialists (CCS) as direct reports, and provide... ...partner areas as opportunities progress.* Support banker team by pulling necessary reports or data, attending and...Full timePart timeWork at officeShift workDay shift
- ...company that deploys AI-assisted teams to build and secure mission-... ...enterprise solutions with our clients – spanning software, data, and... ...scale cross-functional teams, manage high-stakes project execution,... ...& Pipeline Management: Lead the entire opportunity lifecycle...Permanent employmentFull time
- JPMorgan Chase & Co. in Columbus, OH seeks a Client Onboarding Management associate to partner across teams implementing deliverables for institutional onboarding and fund/ETF vehicles on the US platform. You will coordinate with product, operations, legal, and external...
- Nichols & Company CPAs in Westerville, Ohio, seeks a Client Coordinator to be the friendly face of the firm during tax season. You will ensure excellent client experiences, manage communications, and support daily administrative tasks in a collaborative, client-focused...
- ...Inc. in Columbus, OH is seeking individuals who embody an A+ work ethic and a team-first attitude. We value those who go above and beyond to deliver premium, white-glove service to clients. As a fast-growing startup, we seek teammates with grit and a long-term commitment...
- ...focused on delivering strategic results for our clients. Your Role + The Opportunity As the Client... ...-makers. Act as the client relationship lead, establishing multiple high-level points... ...to coordinate consultants and internal team selection to support new projects and opportunities...Flexible hours
- Nelnet is seeking a remote, full-time Client Success Operations role focused on leading the full lifecycle of client onboarding, implementation, and ongoing... ...strategic and technical resource for clients and internal teams, driving product adoption and cross-functional issue...Remote jobFull time
- Peak Retirement Planning, Inc. is seeking a motivated professional to join our Columbus-based client service team. The role focuses on supporting advisors and clients with high-level tasks, driving efficiency, and upholding our white-glove service standard. We value a servant...
- Mercer Advisors is seeking a Tax Manager to join our Tax Team in a hybrid Columbus, OH role. You will lead client relationships, prepare and review income tax returns for... ...and communicate effectively with clients and wealth advisors in a fast-paced environment. Strong...
- ...engaged in creating a welcoming environment where each... ...for a professional to lead the development and growth... ...growth of our Construction Management Services within the PA/... ...a focus on meeting client needs and market drivers... ...Group Manager and team with our Area Business...For subcontractorLocal area
- ...engaged in creating a welcoming environment where each... ...is seeking a strategic, client-focused Technology, Media... ...(TMT) Environmental Lead to provide leadership,... ...professional development, quality management, and strategic growth... ...Sector Leadership teams and will collaborate...Local area
- ...Easton Valet Team Lead Employer: Citrin Locations: CMH Restaurant... ...a direct path into salaried management. Perks of working for... ...strengthen and perfect networking and client service skills We promote... ...the guest, offer a warm and welcoming greeting Tell every guest...Weekly payFull timeFlexible hoursShift workNight shiftAfternoon shift
$192k - $273k
...research and development, manage national laboratories,... ...services for our clients—whether they are a multi... ...backgrounds and experiences and welcome all qualified... ...relevant toxicology to lead the strategic advancement... ...interdisciplinary scientific teams and serve as a senior...Work experience placementLocal areaFlexible hours- ...engaged in creating a welcoming environment where each... ...stewardship. We partner with clients across industries to... ...(IWW) Program Lead - Oil, Gas, and Chemicals... ...the business and leading teams of engineers and designers... ...directly with project managers and clients to ensure that...For contractors
- Arvo Advisors in Columbus, OH is seeking a Senior Accountant to lead client work, mentor staff, and own relationships. This in-office role... ...familiarity with tax software. Overtime is common during tax season, and the team supports work-life balance. #J-18808-Ljbffr Clarus R+DWork at office
- KeyBank in Columbus, Ohio is seeking a Lead Teller to be a trusted problem solver and branch resource, guiding tellers, resolving client servicing issues, and supporting the Branch Manager in onboarding staff. The role emphasizes high-quality service and regulatory compliance...
$159.75k - $197.33k
...Job Title: HRIS Workday Team Lead Location: Block 23 What you'll do: As... ...You'll work closely with the HRIS Workday Manager and assist in directing the daily work of... ...Alliance Bancorporation. Serving clients nationwide, Western Alliance Bank includes...$114.1k - $268.18k
...thrive in a collaborative, team-driven culture. At KPMG... ...one priority. With a wealth of learning and career... ...training facility, and leading market tools, we help... ...Cloud Security to join our Managed Services practice.... ...effective collaboration with clients, KPMG stakeholders, and...H1bLocal area$77.1k - $111.9k
...quality, and ethics, our experts lead their fields with dedication, a creative... ...on work that’s vital to our clients and the communities they serve.Join a team that’s naturally committed to the... ...continuously improve technical performance.Welcomes new ideas and initiatives and...Full timeTemporary workPart timeCasual workLocal areaWorldwideFlexible hours$80k - $158k
...7685, NSE: WIPRO) is a leading technology services and... ...solutions that address clients’ most complex digital transformation... ...integration platforms.Manage dependencies across... ..., network, and data teams.Ensure adherence to... ...are explicitly welcome. Reinvent your world. We...Minimum wageLocal area
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