Client Service Associate
Limelight Health
Job Description Step into the role of a Client Service Associate and become an integral part of our clients' success stories. As the primary point of contact, you'll build strong relationships with high-level executives, delivering tailored solutions and upholding the esteemed standards of JPMorganChase. With opportunities for career growth and community involvement, join our diverse and innovative global organization to make a meaningful impact in the ever‑evolving world of commercial banking. As a Client Service Associate within JPMorganChase, you will play a pivotal role in managing relationships with our clients, providing support for any issues that may arise with our complex treasury and cash management products and services. With a keen eye for continuous improvement, you will apply innovation and design thinking techniques to enhance the efficiency and resilience of our operating platform. Your role will require you to establish productive relationships with internal stakeholders, leveraging your ability to influence and persuade to drive mutually beneficial outcomes. You will also be expected to demonstrate your data and tech literacy, partnering with Technology and the Business to implement new technology that creates a competitive advantage. Your ability to manage projects, lead aspects of the project management lifecycle, and address concerns with sponsors and impacted parties will be crucial to your success in this role. Job Responsibilities Develop and maintain long‑term client relationships to ensure satisfaction and retention, addressing issues and conducting annual reviews to identify risks and recommend solutions. Enhance the efficiency and resilience of the operating platform through innovative techniques, contributing to continuous service improvement. Establish productive relationships with internal stakeholders, using persuasion skills to achieve mutually beneficial outcomes. Collaborate with Technology and Business teams to implement new technology, leveraging data and tech literacy. Engage in project management activities, including planning, execution, and addressing concerns with sponsors and impacted parties. Solicit client input and feedback to determine service improvements, discuss trends/issues with internal partners, and influence product recommendations. Identify opportunities for digital tools to offer successful self‑service solutions and participate in deal team meetings for new products and services. Required qualifications, capabilities, and skills Minimum of 3 years of client‑facing work experience in a financial services environment. Demonstrated experience in managing client relationships and applying innovative techniques for process improvement. Proven ability to establish and maintain productive relationships with internal stakeholders. Experience in leveraging data and tech literacy to collaborate with internal teams. Ability to provide quantifiable reporting and present findings. Excellent verbal, written, interpersonal, presentation, negotiating, and organizational skills. Strategic thinking with the ability to adapt to change and demonstrated team‑building skills. Preferred qualifications, capabilities, and skills Developing ability to mentor team members to enhance their skills and foster a collaborative service environment. Developing proficiency in strategic planning to align client services with organizational goals and client needs. Proven ability to build and maintain strong client relationships to support long‑term business success. Developing experience learning new operating models, technologies, and industry trends. Benefits We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. Equal Opportunity Employer JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans. #J-18808-Ljbffr
- ...Client Service Associate Step into the role of a Client Service Associate and become an integral part of our clients' success stories. As the primary point of contact, you'll build strong relationships with high-level executives, delivering tailored solutions and upholding...SuggestedWork experience placement
$50k - $54k
...communication, and teamwork to join us at the forefront of our trade show operations. Job Description We are seeking a Client Service Associate to join our growing team in Charlotte, NC. This role is ideal for a motivated professional who enjoys working with...SuggestedFull timeWork at office- ...Summary Provides luxury client service within the Gallery, assessing client needs and creating an elevated experience across in-person,... ...email interactions. Acts as a hub between clients and Gallery Associates, supporting Gallery Partners to resolve concerns and guide purchases...SuggestedWork at office
- ...Client Service Associate Charlotte, North Carolina To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new...SuggestedTemporary workSeasonal workWork at officeWork from homeFlexible hoursShift workDay shift
$54k - $65k
...Client Service Associate At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to do...Suggested- ...Client Service 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. As...Work experience placementWork at office
$12 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- ...Jackson Hewitt - JobID: 100-170228466 [Customer Service Representative] As a Client Service Associate at Jackson Hewitt, you'll: Greet all potential clients with a friendly and professional demeanor; Engage in conversation with potential clients to share information about...Immediate start
$80k - $105k
...Cash Management Client Service - Associate Job Level: Associate Job Function: Client Service Location: New York, NY, US, 10172 Charlotte, NC, US, 28202 Employment Type: Full Time SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a...Full timeWork at officeLocal areaRemote workWork from homeWorldwide- ...Atlanta, Georgia or Orlando, Florida. Responsible for the general servicing and support of the Financial Advisors. This includes... ...assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. Essential...Second jobWork at officeMonday to Friday
$65.3k - $104.3k
...Client Service Associate This person is responsible for the day-to-day interaction with clients of the Commercial, Specialty or Corporate Banking Divisions. They are the primary contact person providing proactive and consultative support to resolve operations issues...Immediate start- ...Job Title Registered Client Service Associate Job Description Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America's leader in financial planning and ranked #1 in customer loyalty...Full timeHome office
- ...Client Service Associate A leading regional wealth management firm is seeking a polished and relationship-driven Client Service Associate to join its growing team supporting high-net-worth individuals, executives, and family office clients. This is an incredible opportunity...Work at office
- ...Client Service Account Manager Do you love managing a large portfolio of clients? If so, come join our team as a Client Service Account Manager where you will have direct responsibility for servicing a portfolio of large corporate or financial institution clients....Flexible hours
- ...Job Description Job Description Description: The Client Service Associate provides primary support to the Wealth Management Group in managing, retaining, and deepening client relationships. The position will provide support to Financial Advisors and assist in all...Work at office
$33 per hour
...We are partnering with a leading financial services company, a Big Four Bank, to recruit a qualified Client Relations Associates for a career-building opportunity. This is a chance to join a global powerhouse in the banking industry. Located in Charlotte, this role offers...Remote workFlexible hours- Bank of America is seeking a Client Service Support representative for its Merrill Wealth Management division in Charlotte, NC. This role involves providing exceptional client service and support to Financial Advisors, ensuring operational excellence and client advocacy...Full time
- ...Client Success Senior Associate Be the hub of communication and help build deep and lasting relationships with our most complex Commercial & Investment... ...with Bankers, Treasury Management Officers, Client Service, Implementations, and Know Your Client (KYC) teams to...Work experience placementWork at office
- ...Client Support Associate We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual...Full timeH1bWork at officeImmediate startWork from homeVisa sponsorship1 day per week
- ...opportunities to collaborate on meaningful work with clients in a variety of industries and work together with other associates across practices. You’ll not only be able to... ...Works effectively in teams to provide quality service to clients Gains a comprehensive understanding...Local areaImmediate start
$20 - $24 per hour
...modernized technology platforms, elevated technology support, and valuable insights, empowering our clients to excel in what they do best. The Office Services Associate position will be a highly visible point of contact to our internal and external guests in the...Hourly payWork at officeLocal area- ...Registered Client Associate in Wealth and Investment Management Wells Fargo is seeking a Registered Client Associate in Wealth and Investment... ...advisors and financial consultants by providing sales and servicing support Proactively seek ways to improve administrative...Ongoing contractWork experience placementWork at officeImmediate start
- ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...Seasonal workWork at officeWork from homeShift workDay shift
- ...Rockefeller Capital Management is seeking a motivated Client Associate to support its Private Advisor team in Charlotte, NC. The role requires 3-5 years of prior client service experience within the financial industry and strong attention to detail. Responsibilities include...Work at office
- ..., collaborative, and performance-driven. We empower our team to build meaningful client relationships, expand business opportunities, and grow long-term careers. We’re seeking an Associate, Client Success to join our team. This role blends client relationship management...
- ...Client Engagement Associate The Client Engagement Associate a client facing role that provides expertise and daily support on the MSIGHTS Platform. A CEAs needs to think like a marketer to provide the best reporting and data quality possible. A typical day for a CEA...Flexible hours
$74.5k - $77.5k
...About this job: At Vanguard, we have a client-first mentality that we live and breathe... ...success." Our Client Relationship Associates fulfill our mission by helping our clients... ...Acumen building on our products and services to equip you with the expertise necessary...- ...professionally with colleagues, stakeholders, and clients. Demonstrate adaptability and... ...- Strong knowledge of the financial services industry, specifically with investment advisory... ...internal policies, procedures, and all associated regulatory requirements - Experience...
- ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...Seasonal workWork at officeWork from homeShift workDay shift
- BCG Attorney Search is seeking a Corporate Associate for its Charlotte, NC office. In this role, you will represent both public and privately owned companies in business matters such as commercial contracts, mergers, and acquisitions. The ideal candidate should possess...Work at office
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