Hybrid Investment Phone Specialist — Client Growth
JPMorgan Chase & Co.
JPMorgan Chase & Co.'s Wealth Management team is seeking an Investment Professional to support clients over the phone and in person, helping them reach their financial goals through informed guidance and exceptional service. You will navigate licensing requirements, manage client inquiries, discuss IRAs, and use AI-assisted tools to deepen client relationships while partnering with advisers across the firm. #J-18808-Ljbffr JPMorgan Chase & Co.
- ...an enthusiasm for helping our clients, building relationships, and... ...diversity and inclusion.As an Investment Professional (Licensed,... ...oriented transactions• Drive client growth and retention by combining... ...Following training, transition to a hybrid environment, where team...TelephoneWork at officeLocal areaRemote workMonday to Friday3 days per week
- ...Investment Professional At JPMorganChase Wealth Management, we have... ...enthusiasm for helping our clients, building relationships, and... ...transactions Drive client growth and retention by combining client... ...training, transition to a hybrid environment, where team members...TelephoneWork at officeLocal areaRemote workMonday to Friday3 days per week
- ...consolidations. The ideal candidate should have over 3 years of financial reporting experience and an active CPA or be CPA eligible. The role offers a flexible hybrid work schedule, outstanding benefits, and a strong compensation package. #J-18808-Ljbffr SNI FinancialSuggestedFlexible hours
- ...have a relevant Bachelor's degree and at least 3 years of accounting experience, preferably in the QSR or Retail industry. The position supports a hybrid work model and includes generous benefits like vacation time and 401(k) matching. #J-18808-Ljbffr High Profile, Inc.Suggested
$85k
...insights to the leadership teams for the Growth Category that covers Commercial, Marketing... ...-time +1 Senior Staff Auditor, Finance (Hybrid).Capital One's Audit function is a dedicated... ...by matching the staffing needs of clients with the skills and experience of the best...SuggestedFull timeWork from homeWorldwide$65k - $80k
Summary/Objective Reporting to the Investment Operations Manager, the Investment Operations Client Support Specialist is responsible for onsite support related to coordinating... ...standard office equipment such as computers, phones, photocopiers, filing cabinets and fax...TelephoneFull timeTemporary workWork at officeImmediate startRemote workMonday to Friday- State Farm in Richardson, TX is seeking candidates for Investment Planning Services roles. You will service customer inquiries, process account transactions, and support licensing preparation. Hybrid work arrangement applies, with opportunities to train and license while...Work at officeRemote work
- ...insurance products across its subsidiaries in McKinney, Texas. This hybrid position combines technical actuarial expertise with... ...with competitive compensation, comprehensive health plans, and opportunities for professional growth. #J-18808-Ljbffr Globe Life Inc.
$140k - $150k
...connect with our channel partner clients, their agents, and/or field... ...request order-taker. The role is a hybrid account relationship... ...relationship coverage, identifying growth potential, issue visibility, and... ...relationships, including phone calls, check-ins, implementation...TelephoneFull time$92.41k - $171.13k
...Senior PeopleSoft Finance Techno-Functional Specialist - Hybrid to join our team in Plano, Texas (US-TX... ...100. We are committed to accelerating client success and positively impacting... .... NTT DATA is part of NTT Group, which invests over $3 billion each year in R&D.Whenever...Full timeTemporary workWork at officeRemote workFlexible hours$20 - $35 per hour
...Midlige Richter LLC is a client-focused law firm dedicated... ...and continuous professional growth, creating an environment... ...driven Billing and Collections Specialist to join our team. This hybrid position combines remote... ...overdue accounts via phone, email, and written correspondence...TelephoneHourly payFull timePart timeWork at officeRemote workMonday to FridayFlexible hours- ...join the Water Practice. This entry-level role supports utility clients nationwide, building skills alongside industry experts and... ...1-3 years of finance/data experience, and strong Excel skills. Hybrid in-person work from Richardson, TX with some travel and overtime...
$58k - $65k
...in your area! Enjoy a flexible hybrid schedule that lets you balance... ...ongoing training, and career growth opportunities. Join us and turn... ...the unique needs of every client. This role involves spending a... ...significant portion of the day on the phone, managing high call volumes...TelephoneWork at officeLocal areaRemote workWork from homeMonday to FridayFlexible hoursDay shift3 days per week$75k - $80k
...Solutions is seeking a Staff Accountant for a client in Carrollton, TX. This role oversees... ...accurate reporting. The position is hybrid with a pay range of $75,000-$80,000 annually... ...reimbursement program and mentorship with growth opportunities. Bachelor’s degree in Accounting...- Kaizen Lab Inc. in McKinney, TX is seeking a New Client Intake Sales Specialist to engage with clients and guide them through their mental health journey... ...is sales-minded, communicates comfortably over the phone, and has experience in healthcare scheduling or patient access...TelephoneWork at office
- Four Stars Finance (A D&M Leasing Company) is seeking a Client Services Specialist to provide exemplary customer service to clients and lenders,... ...ensuring a high level of satisfaction. The role includes handling phones and emails, processing insurance claims, and communicating...Telephone
$10k
...knowledge with others? Fisher Investments is hiring a Financial... ...conversations with clients to help them determine... ...development for future growth opportunities.The Day-to... ...array of audiences by phone and emailManage complexity... ...to participate in our hybrid work from home program....TelephoneWork at officeWork from home- ...them about the M&A process. The ideal candidate will have a strong interest in healthcare M&A and excellent communication skills, and they will work closely with senior advisors to navigate complex transactions and ensure effective client management. #J-18808-Ljbffr xITe
$10k
...industry? As an International Client Services Associate, you'll... ...firms in the US and UKWork with Investment Counselors to fulfill... ...a wide array of audiences by phone and emailWhy Fisher Investments... ...opportunity to participate in our hybrid work from home program. This...TelephoneWork at officeWork from home- ...Plano, Texas is seeking an Actuary to assess profitability and growth in the Middle Markets Public Entity book. This role involves collaboration... ...and possess strong analytical and communication skills. This hybrid position requires in-office collaboration twice a week. #J-1880...Work at office
- ...solution for our clients. Corporate Attorney... ...group. Trade Show Specialist – ERP and Civic Market... ...driving Tyler’s growth by enhancing how... ...functional collaboration. Hybrid / based in our... ...also dedicated to investing in our people. Be... ...with on the phone or in‑person Request...TelephoneContract workSummer workInternshipSummer internshipWork at officeLocal areaImmediate start
$51.04k - $65k
...other Tyler stakeholders, and client to ensure successful data conversion... ...to us. That’s why we invest in our team members by offering... ...Requisition Number: 2026‑8742 #LI-Hybrid #LI-NT1 Equal Opportunity... ...have never spoken with on the phone or in‑person Request financial...TelephoneLocal areaImmediate start$25 - $29 per hour
...hr - $29.00/hr Work Schedule This team provides 24/7 phone support . Must be open to any shift (days, swing, or... ...Training: 4–6 weeks ( first 2 weeks fully onsite, then hybrid). Hours: 8am–5pm for training. Our client is a global financial technology company that offers...TelephoneFull timeShift workNight shiftWeekend work$96.5k - $110.1k
...Senior Staff Auditor, Finance (Hybrid) Capital One's Audit... ...atmosphere for both personal growth and professional opportunity.... ...Establish and maintain good client and team relations during engagements... ...a passion for coaching and investing in the betterment of your...Full timePart timeLocal area3 days per week$95k - $125k
..., we connect our customers to it -- from phone systems and hardware to computer networks... ...choice -- is C1. Overview SummaryThe Client Executive is responsible for selling all... ...targets consistently while searching for growth opportunities with existing clients and...TelephoneDaily paidTemporary workSummer workWork at office$71.8k - $77k
TIAA is seeking a Client Outreach Retention Consultant in Frisco, TX to work with the National Contact Center and advisory partners. You will resolve client questions, educate on investment options, facilitate transfers, and support retention efforts. The role starts as...Hourly pay- Frontline Source Group is seeking a Client Accounting Specialist in Richardson, TX, offering a hybrid direct-hire arrangement. You will manage bookkeeping for a portfolio of small to mid-sized clients, handling ledgers, reconciliations, payroll entries, and monthly financial...
- ...the organization. ABOUT THE ROLE The Hybrid Outreach Coordinator plays an important role in Primor Health’s growth strategy by helping patients access essential... ...WHAT YOU WILL DO Contact patients by phone to help schedule Annual Wellness Visits (AWVs)...TelephoneRemote work
$20 - $26 per hour
Job Title: Remote Client Care Associate Hourly Pay: $20 - $26/hour Summary We are looking... ...Responsibilities Respond to client inquiries via phone, email, or chat in a timely manner Assist... ...Opportunities for career advancement and growth within the company Friendly,...TelephoneHourly payRemote workWork from homeFlexible hoursWeekend workAfternoon shift$68.9k - $131.1k
...~ CONCORD BLDG, Tewksbury Tb3 300 Concord Position Role Type:Hybrid U.S. Citizen, U.S. Person, or Immigration Status Requirements... ...our three market leading businesses, world-class operations and investments in research and development, we offer capabilities and...Contract workTemporary workWork experience placementRemote workFlexible hours
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