U.S. Private Bank - Client Service Associate
Chase
Client Service AssociateIf you are a collaborative team member, solutions orientated and delivers premier client service, J.P. Morgan is the place for you!As a Client Service Associate within the U.S. Private Bank at JP Morgan, you will be responsible for fostering, improving, and growing client relationships. You will serve as the primary contact for all service-related needs of a Private Banking client. Your role will necessitate working in a dynamic, team-focused environment alongside advisors, product partners, and operations teams to guarantee a comprehensive and seamless approach across all Private Banking products.Job responsibilitiesProvide exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, security transfers, and loan transactions including escalated research requestsAdhere to and maintain the firm's controls policies and procedures and FINRA regulations as well as protecting client assets against potential fraud activitiesCollaborate with respective client facing teams and internal business groups to deliver and execute client transactionsReview and identify potential business opportunities for clients to engage in additional products and servicesRequired qualifications, capabilities, and skillsFINRA Securities Industry Essentials, Series 7 and Series 63 licenses required for the position; unlicensed candidates considered, but required to obtain licenses within 90 days of start dateProven ability to operate effectively in a matrix organization with the ability to work under pressure with tight deadlinesProficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Microsoft OutlookPreferred qualifications, capabilities, and skillsCollege degree or equivalent client service experience preferredExperience with a wide array of financial products preferred
- ...you are a collaborative team member, solutions orientated and delivers premier client service, J.P. Morgan is the place for you! As a Client Service Associate within the U.S. Private Bank at JP Morgan, you will be responsible for fostering, improving, and growing client...SuggestedWork at office
- ...Client Service Associate Help clients succeed by delivering fast, accurate support and thoughtful solutions. You'll build trusted relationships... ...over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial...SuggestedWork experience placementWork at office
- ...Client Service Senior Associate Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cash management products and services....SuggestedWork experience placementWork at office
- ...management and investment products and services for individuals, companies, and institutions... ...Advisors and Wealth Management Client Associates help clients pursue the life they envision... ...investment insights of Merrill coupled with the banking convenience of Bank of America....SuggestedTemporary workSeasonal workWork at officeWork from homeFlexible hoursShift workDay shift
$66.74k - $111.24k
...shape your success while helping clients pursue their financial goals. Job Overview: As a Service Manager at LPL Financial, you'... ...wealth management firms in the U.S. As a leader in the financial... ...regarding an applicant's bank or credit card. Should you have...SuggestedWork at officeRemote workWork from home- ...solving skills and functioning as a service specialist, you will take the... ...Maintain knowledge of all client programs, products, and... ...work for any employer in the U.S. We are not able to provide... ...Team Our Consumer & Community Banking division serves our Chase customers...Temporary workWork at officeLocal areaImmediate startRemote workRelocationWork visaRelocation packageShift workAfternoon shift
- ...role in mitigating financial loss to the bank by negotiating payments and offering solutions... ...advanced computer literacy and customer service skills to enhance the customer journey and... ...processing. We're proud to lead the U.S. in credit card sales and deposit growth...Monday to Friday
$19 - $20.22 per hour
...Our client, a leading company in the e-commerce and technology industry, is looking to hire a Customer Service Associate II in Tempe, AZ. Job Details Job title: Customer Service Associate II Pay Range: $19–$20.22/hour Shift: 40 hours/week, Monday–Friday for...Permanent employmentContract workWork at officeLocal areaMonday to FridayFlexible hoursShift workNight shift$14 - $16 per hour
...Client Service Associate We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relationships with clients, then look no further and apply today! Join our team as...Hourly payLocal areaFlexible hours- ...Inc. and BOK Financial Private Wealth, Inc. BOKF, NA... ...Inc. BOKF, NA operates banking divisions: Bank of... ...dedicated to helping our clients manage operations, mitigate... ...Job DescriptionClient Service Consultant (CSC)... ...through completion of an Associate’s Degree in a Business...
$70k - $115k
...Institutional Client Specialist Institutional Infrastructure Solutions (IIS), a business unit within Institutional Consulting Solutions (ICS), is an integrated client service solution for institutional and family office clients. IIS supports clients in partnership with...Contract workTemporary workWork at officeFlexible hours$66.64k - $78.4k
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve... ....Job DescriptionU.S. Bank Global Fund Services is seeking a future team member for the... ...this role, you’ll be a key partner to clients and a go-to resource for our Global Fund...Full timeWork at officeLocal areaMonday to Friday3 days per week$91.44k - $111.76k
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve... ...a pivotal role in helping our business clients achieve their financial goals. They do... ...available deposit and loan products and services, and recommending financial solutions...Work experience placementLocal area3 days per week- ...Business Banking Relationship Manager Business Banking Relationship... ...role in helping our business clients achieve their financial goals.... ...deposit and loan products and services, and recommending financial... ...client's unique goals and needs. U.S. Bank Business Banking...Temporary workWork experience placement3 days per week
- ...U-Box Customer Care Representative (CDL) Have you ever wished the open road could be your office? If so, then consider becoming U... ...ensuring that customers are provided with friendly and courteous service. Experience a rewarding job and a caring company culture with U-Haul...Work at officeLocal area
$126.82k - $149.2k
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve... ...DescriptionOur centralized HR Advisory Services (HRAS) team is hiring a Manager to... ...employee relations or as an HR Generalist or associated HR position- Associate or Bachelor’s...Full timeLocal areaRemote work3 days per week- Finance & Accounting Associate About Us KMTC USA Corporation is the U.S. subsidiary of Korea Marine Transport Co., Ltd. (KMTC), a global container carrier headquartered... ...payment processing Assist with cash application and bank reconciliations Support month-end and year-end...Work at officeLocal area
- ...U.S. Bank seeks a Relationship Banker to build strong client relationships across in-person, by-appointment, and digital channels. You will assess banking needs, open accounts, process requests, and educate clients on digital products, delivering a trusted, customer-centric...
$86.36k - $101.6k
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions... ...at—all from Day One.Job DescriptionU.S. Bank Global Fund Services is seeking team members for the role of Fund Accounting...Full timeWork at officeLocal area3 days per week$98.18k - $115.5k
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions... ...your skills to the next level.U.S. Bank Global Fund Services is seeking future team members for the role of Fund Accounting...Full timeLocal area3 days per week- ...problems, and delivering exceptional service in a fast-paced environment? As... ...a seamless experience for both associates and clients. This role is ideal for someone... ...0 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our...Temporary workWork at officeHome officeFlexible hours
$98.18k - $115.5k
...At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions... ...Take your skills to the next level. U.S. Bank Global Fund Services is seeking future team members for the role of Fund...Temporary workWork experience placementLocal area3 days per week- ...your role is to grow and retain a portfolio of Chase Merchant Services client relationships. As a Relationship Manager within Merchant Services... ...Market clients. You will partner closely with the firm-wide bank coverage team, including JPMorgan Payments Treasury Services....Bank staff
$19.25 - $23.5 per hour
Call Center - Member Service Representative Full-time Compensation: USD 19.25 - USD 23.5 - hourly Ent Credit Union and Wings Credit Union... ...this transformative time and be part of shaping the future of banking! To learn more about the merger, click here . New Location &...Hourly payFull timeTemporary workWork experience placementWork at officeMonday to FridayShift work- ...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role...Work at officeLocal area
$22 per hour
...Job Description Job Description SAGE Counseling's Client Services Associates (CSA) are primarily responsible for being the first point of contact for SAGE clients and referral sources. CSAs aid with appointment scheduling and a variety of administrative, coordination...Hourly payFull timeWork at officeRemote workMonday to Friday- ...sure spaces are ready to rent Auditing cash drawers and making bank deposits are part of the daily business We help keep our customers... ...: Successful candidates come from a variety of customer service centered sales environments including retail, restaurant, fast food...Part time
$20 per hour
...complaints for anything within the bank. A complaint will come in to... ...financial products and services. Seek ways to determine appropriate... ...CableMust have a quiet and private location to workMust have a safe... ...partners in transformation. We help clients activate ideas and solutions...Contract workTemporary workPart timeImmediate startWork from home- ...delivering exceptional customer service, where each day presents the... ...first point of contact for our clients, providing exceptional... ...Team Our Consumer & Community Banking division serves our Chase customers... ...processing. We’re proud to lead the U.S. in credit card sales and...Afternoon shift
$52k
...Training Build Your Future with a Financial Services Industry Leader What You'll Do As a Client Relationship Associate, you'll serve as a trusted first point of... ...growth. Whether your experience comes from banking, financial services, retail leadership, hospitality...Permanent employmentFull time
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