Wealth Management Client Complaints Investigator I
JPMorganChase
JPMorganChase is seeking a Wealth Management Executive Office Investigator Analyst I to research and resolve client complaints related to investments. The successful candidate will possess at least a Bachelor’s degree and three years of securities industry experience. Your responsibilities will include researching complaints, communicating resolutions, and assisting the legal department. This full-time, in-office position is crucial for maintaining our client relationships. Knowledge of FINRA rules and strong communication skills are essential for this role. #J-18808-Ljbffr JPMorganChase
$25 - $44 per hour
Bank of America is seeking a Client Service Support professional for Merrill Wealth Management in Columbus, Ohio. This role involves providing exceptional client service support to Financial Advisors and addressing client service needs effectively. The ideal candidate will...SuggestedHourly pay- Overview J.P. Morgan Wealth Management - Private Client Advisor - Community Center - Columbus, Ohio (Northern Lights) Join to apply for the J.P. Morgan Wealth Management - Private Client Advisor - Community Center - Columbus, Ohio (Northern Lights) role at JPMorganChase...SuggestedFull timeLocal area
- ...Description At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and... .... This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of...Suggested
- J.P. Morgan Asset & Wealth Management is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all...Suggested
- ...At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering... ...financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice...Suggested
- J.P. Morgan is a leading asset and wealth manager in the U.S., with a rich history of prioritizing clients' interests. Our fiduciary responsibility shapes our client relationships and guides every decision we make. The Asset Management business is driven by strategic objectives...Local area
- ...Internal Client Advisor Associate JPMorgan Asset Management helps institutional and individual clients from all over the globe meet their financial goals... ...including Disability/Veterans J.P. Morgan Asset & Wealth Management delivers industry-leading investment management...
- ...JOB DESCRIPTION Day-to-Day: As a Senior Associate - Client Rep, you will own and manage the renewal lifecycle for assigned clients while ensuring accurate, timely updates in agency management systems. You will collaborate closely with internal teams, carriers, and...
- ...Vice President of Client Services, Life Sciences Staffing About the Company Life sciences staffing firm serving biotech, pharma... ...Key responsibilities include driving new business development, managing a sales pipeline, and developing strategic relationships with senior...
$24.95 - $33.87 per hour
Plante Moran in Columbus, Ohio, is looking for a Client Services Administrator responsible for delivering superior client service, preparing account paperwork, and ensuring timely account transfers. Candidates should have at least 2 years of administrative experience,...Hourly payFlexible hours- Huntington Bank is seeking a Treasury Management Customer Experience Service Specialist in Columbus, Ohio. The role involves managing client relationships for specialized Treasury Management products, ensuring compliance, and supporting implementation and research processes...Work at officeRemote workFlexible hours
- JPMorgan Chase & Co. is seeking an Internal Client Advisor based in Columbus, Ohio. This role is crucial for assisting financial advisors in navigating the complexities of capital markets. The ideal candidate will develop strong relationships with clients while ensuring...
- A leading global financial services firm in Columbus, Ohio is seeking an Internal Client Advisor to support financial advisors by navigating capital markets complexities. The ideal candidate will develop strong client relationships through exceptional service and utilize...
- ...Client Service Advisor Team Lead As a Client Service Advisor Team Lead you will be responsible for delivering tailored, exceptional... ...while maintaining service level agreement (SLAs), managing risk, and adhering to all regulatory compliance standards. You...
- ...Description Job Title: Small Business Insurance Assistant Account Manager Job Summary Seeking a motivated and detail-oriented... ...service, administrative support, and maintaining strong client relationships. A proven ability to organize, multi-task, and...Work experience placementWork at office
- ...marketing agency focused on technology-enabled solutions, is seeking an Account Coordinator to support our Account Management team and growing roster of clients. This is an entry-level role designed for someone who is highly organized, detail-oriented and eager to...Temporary workWork at officeRemote workWork from homeFlexible hours
- ...marketing and customer acquisition firm specializing in territory management. With roots in Atlanta, Georgia, and a thriving presence in... ...we focus on delivering measurable, real-world results for our clients. Our people-first culture supports both personal and...Full time
- Huntington Bancshares, Inc. is seeking a Treasury Management Customer Experience Service Specialist in Columbus, Ohio. This role involves supporting clients and technical contacts with specialized products like eBill Present & Pay and Integrated Receivables. The specialist...Flexible hours
- JPMorganChase is seeking an Internal Client Advisor in Columbus, OH. You will assist financial advisors with marketing investments, provide exceptional client service, and achieve sales goals. This role requires a Bachelor's degree, over 2 years of experience, and Series...
- TwinThread is seeking an Internal Client Advisor based in Columbus, Ohio. In this role, you will assist financial advisors, manage client relationships, and utilize technological tools while demonstrating strong communication skills. A Bachelor's degree, over 2 years of...
$50k - $70k
...and professionally while delivering exceptional results for our clients. Built on a strong foundation in Atlanta and now rapidly... ...This role combines sales, customer support, client relationship management, and business development in a fast-paced, team-driven...Full timeImmediate startRelocation$28.94 - $67.88 per hour
...about making healthcare more human, you’ve come to the right place. We’re seeking a client-focused, detail-oriented Senior Delivery Consultant to lead change and incident management for a key healthcare client. In this role, you will serve as a trusted advisor ,...Hourly payTemporary workRemote workFlexible hours- TwinThread is seeking an Asset Management - Internal Client Advisor in Columbus, OH. This full-time role involves driving growth in the 401(k) pipeline and collaborating with advisors to optimize business results. Ideal candidates will have at least 2 years of financial...Full time
- Overview JPMorgan Asset Management provides investment management products and services to institutional and individual investors worldwide... ...firm’s top strategic priorities. Job Summary As an Internal Client Advisor Retirement Plan Specialist within the Chase Middle Market...Worldwide
- JPMorgan Asset Management (JPMAM) helps institutional and individual clients from around the globe meet their financial goals by providing industry-leading investment solutions. Our wide array of financial strategies—equity, fixed income, cash management, currency, asset...
- Job Summary As an Internal Client Advisor Retirement Plan Specialist within the Chase Middle Market Banking team, you will play a crucial... ...team by ensuring content, capabilities, and tools are in sync. Manage pipeline and implementation pre‑work to ensure seamless support...
- JPMorgan Asset Management (JPMAM) helps institutional and individual clients from around the globe meet their financial goals by providing industry-leading investment solutions. Our wide array of financial strategies—equity, fixed income, cash management, currency, asset...
- ...marketing agency. The successful candidate will play a vital role in supporting the Account Management team with responsibilities in project coordination, schedule management, and client support. The position offers a blend of ongoing responsibilities and ad hoc support...
$25.25 - $31.25 per hour
...our unwavering commitment to provide unparalleled service to our clients. Purpose Responsible for the project billing process,... ...productive working environment. Assist and work with the Project Manager to ensure accurate and timely billing. Design and implement...Hourly payFor subcontractorWork at officeRemote work- ...Job Description JPMorgan Asset Management (JPMAM) helps institutional and individual clients from around the globe meet their financial goals by providing industry... ...About the Team J.P. Morgan Asset & Wealth Management delivers industry-leading investment management...
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