Investment Phone Specialist — Hybrid/Remote Client Advisory
JPMorgan Chase
- Remote job
JPMorgan Chase is seeking an Investment Professional in Plano, Texas. The successful candidate will assist clients with their brokerage accounts, delivering exceptional service while managing compliance and regulatory requirements. Preferred candidates will have a strong background in customer service, preferably in retail or financial services. The position demands excellent communication skills and a client-centric approach. A competitive rewards package, including benefits and optional commission-based pay, is offered. This role includes a hybrid work model after training. #J-18808-Ljbffr JPMorgan Chase
- .... in San Antonio seeks an Investment Professional to assist clients with brokerage accounts. This... ...experiences over the phone and requires licensing in... ...fast-paced environment. A hybrid work environment is offered... ...days in-office and two days remote. #J-18808-Ljbffr JPMorgan...Remote workTelephoneWork at office
$109.6k - $148.3k
...our team as an **Investment Analyst**, Multi-Sector... ....***This is a hybrid work role based in... ...registered investment advisory firm with... ...and unaffiliated client portfolios and maintain... ...review Symetra's Remote Network Minimum Requirements... ...after the initial phone screen) to be on...Remote workTelephoneImmediate startWork from homeFlexible hoursShift work- ...practice. You will report to the Chief Actuary and lead client engagements focused on analytics and actuarial... ...and an FCAS or ACAS certification. The role supports a hybrid work environment, welcoming fully remote candidates from Connecticut. #J-18808-Ljbffr Mutual...Remote work
- ....P. in New York is seeking an M&A Advisory Associate to support senior bankers... ...emphasizes financial modeling, client-ready presentations, and active deal... ...origination, while mentoring junior staff. Hybrid work (3 days in-office, 2 days remote) and travel are expected. #J-1880...Remote workWork at office
- ...accounting and CFO level advisory experience to join our... ..., build trusted client relationships, and bring... ...position can be worked remotely anywhere in the US! Responsibilities... ...Page to connect! #LI-HYBRID #LI-CV1 Additional... ...benefits, cell phone reimbursement, and travel...Remote workTelephoneTemporary workLocal areaFlexible hours
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- ...expertise, and consulting skills to solve client challenges and uphold service... ...and internal partners, communicate clearly by phone and in writing, and maintain high client satisfaction scores, with a hybrid work model (3 days in office, 2 remote). #J-18808-Ljbffr ADPRemote workTelephoneWork at office
- ...a Consulting Analyst to enhance client experiences through detailed analysis... ...include collaborating with investment consultants, constructing investment... ...skills. This role offers a hybrid work model that includes both office and remote work. #J-18808-Ljbffr Fiducient...Remote workWork at office
- ...Posted on 08/14/2024 Role As a Hybrid IT Support Technician, you... ...Services to our internal offices and remote staff. The IT Service Desk,... ...courteous IT support to our clients. Ensure timely responses to customer... ...the setup and provisioning of phones. Participate in a weekend on-...Remote workTelephoneWork at officeLocal areaWeekend work
- Callan in Summit, NJ is seeking a Senior Investment Consultant to work directly with institutional clients. The role involves managing client... ...capital markets. This position allows for hybrid work, balancing office presence with remote work. Callan is committed to diversity...Remote workWork at office
$25 - $30 per hour
...Client Services Representative At Broadridge, we've built a culture... .... Work Mode: Worked in a hybrid environment, collaborating in... ...responsibilities effectively in a remote setting. Job... ...customer service through email, phone, and other client communication...Remote workTelephoneHourly payContract workWork at officeLocal areaFlexible hours2 days per week- ...Veterinary ER Technical Client Liaison - Hybrid Remote Looking for an applicant with approximately 4 years of experience in veterinary emergency... ...clients and the animals in our care. Strong computer and phone skills are required. Angell Animal Medical Center, founded...Remote workTelephoneFull timeInterim roleImmediate startDay shift
- A financial advisory firm is hiring a Middle Office Associate in Chicago. This role supports investment clients by overseeing client onboarding, transaction processing... .... The position offers a hybrid work model, combining office and remote days, and includes benefits...Remote workWork at office
- Location Hybrid (Remote) About the Role About the Role We are hiring high-potential MBA graduates... ...(including ex-C-level leaders) for a client-facing Dynamics 365 consulting role .... ...blends technology consulting, business advisory, and revenue ownership , supporting clients...Remote workWorldwideFlexible hours
- ...from Cortavo’s managed services clients. This Level 2 position will... ...and many other tasks. In this hybrid role, you’ll become an integral... ...of your week will be remote, where you'll extend your expertise... ...customer service experience over the phone and email Experience with...Remote workTelephoneWork at officeWork from homeFlexible hoursNight shift3 days per week1 day per week
- ...People," join our team! Purpose The Investment Operations Specialist works with Financial Advisory Service (FAS) specialists to... ...Account Management Field phone calls, e-mails and instant messages... .... Job Environment On‑site with hybrid remote opportunities available. Ideal...Remote workTelephone
$65k - $80k
.../Objective Reporting to the Investment Operations Manager, the Investment Operations Client Support Specialist is responsible for onsite support... ...such as computers, phones, photocopiers, filing cabinets... ...Some flexibility in hours and remote work is allowed based on management...Remote workTelephoneFull timeTemporary workWork at officeImmediate startMonday to Friday- ...A leading tax advisory firm is seeking a tax advisor to provide expert tax advice and services to clients. This role involves direct client communication, tax planning, and advisory... ...in tax preparation. The position offers a hybrid work schedule and comprehensive benefits....Remote work
- ...Investment Professional At JPMorganChase Wealth Management, we have... ...enthusiasm for helping our clients, building relationships, and... ...Following training, transition to a hybrid environment, where team... ...office three days a week and work remote two days. Department is...Remote workTelephoneWork at officeLocal areaMonday to Friday3 days per week
- ...Account Executive in Livingston, NJ. This hybrid role involves managing a complex... ...benefits accounts and delivering exceptional client service. The Account Executive will provide... ...position includes a combination of in-office and remote work. #J-18808-Ljbffr SolomonEdwardsRemote workWork at office
- ...financial services firm in Arizona is seeking an Investment Professional. The role involves assisting clients with brokerage accounts and providing exceptional... ...licenses, manage client inquiries, and work in a hybrid environment after training. Benefits include comprehensive...Telephone
$137.31k - $226.56k
...Loyola Medicine, and is a hybrid working arrangement (partially remote / partially in office).... ...and often requires direct client contact. ESSENTIAL FUNCTIONS... ...and ideas and present advisory, persuasive and authoritative... ..., in person and over the phone, with people in all...Remote workTelephoneWork at officeLocal area- ...an enthusiasm for helping our clients, building relationships, and... ...diversity and inclusion. As an Investment Professional (Licensed,... ...Following training, transition to a hybrid environment, where team... ...office three days a week and work remote two days. Department is open...Remote workTelephoneWork at officeLocal areaMonday to Friday3 days per week
- ...lead permitting and compliance projects, serving as the primary client contact and trusted advisor. The role blends technical... ...regulations (Title V, NSR) and 10+ years in environmental consulting. Hybrid/remote flexibility is available, with competitive compensation and...Remote job
- ...an enthusiasm for helping our clients, building relationships, and... ...diversity and inclusion. As an Investment Professional (Licensed,... ...Following training, transition to a hybrid environment, where team... ...office three days a week and work remote two days. Department...Remote workTelephoneWork at officeLocal areaMonday to Friday3 days per week
- ...Investment Professional At JPMorganChase Wealth Management, we have... ...enthusiasm for helping our clients, building relationships, and... ...Following training, transition to a hybrid environment, where team... ...office three days a week and work remote two days. Department is...Remote workTelephoneWork at officeLocal areaMonday to Friday3 days per week
- ...our national Tax Accounting Services practice to assist clients with tax provision, planning, and consulting. The ideal... ...compliance with tax regulations. The position offers a hybrid work environment, balancing remote flexibility with in-person collaboration. #J-18808-...Remote work
- Nixon Peabody LLP in Washington, DC is seeking a Client Finance Analyst to manage Accounts Receivable and implement collection strategies... ...services environment, and strong analytical skills. Hybrid or remote work options are available. #J-18808-Ljbffr Nixon Peabody LLPRemote work
$23 - $24.5 per hour
...help small business customers choose Gusto via email, chat, and phone interactions. The role includes managing the onboarding process,... ...and the ability to adapt quickly to challenges. The role offers hybrid working options in Phoenix, AZ, and a competitive hourly compensation...Remote jobTelephoneHourly pay- ...Associate to support operational functions for investment clients. Responsibilities include overseeing... ...financial industry. This role offers a hybrid work model, allowing flexibility with three days in the office and two days remote, and entails travel up to 5%. #J-18808-...Remote workWork at office
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