Client Service Associate
JP Morgan Chase
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 a Client Service Associate within the Commercial Bank, you will resolve client requests while working in partnership with Service Operations, Sales partners, and Bankers located in the United States and across the globe. Client Service Associates are a trusted member of the client’s team and deeply connected to deliver the growth and success for an assigned portfolio. In this role, you will serve as the primary point of contact for each client assigned to your portfolio. Interact with Owners, Chief Executive Officers, Presidents, Chief Financial Officers, Treasurers and other high level client contacts to help research and resolve issues for our Commercial Bank clients. Communicate through Zoom, email and phone to build strong relationships and provide a level of service that JP Morgan Chase customers have learned to expect. Job ResponsibilitiesLead your assigned book of clients autonomously by delivering solutions and upholding JP Morgan Chase standards and operating principles Develop long term client relationships Proactively work to determine service improvements and solicit client input and feedback to drive client satisfactionConduct annual relationship reviews with clients to identify potential customer-level fraud exposure and recommend appropriate products to mitigate risk or provide other efficiencies Proactively discuss client trends/issues with internal partners to further customize solutions for clients Actively participate in deal team meetings as new products and services are added to clients Influence internal partners to recommend products and services based on knowledge of client behaviors Learn and understand existing and upcoming technologies to support client consultation and requests Identify opportunities for use of digital tools to offer self-service solutions with a high degree of success Solicit feedback on product and service offerings in an effort to continuously adapt to the ever-changing commercial banking landscape Required qualifications, capabilities and skills Data Analytics & Change Management experienceAbility to influence others without direct supervisionAbility to provide quantifiable management reporting & present findings Project Management & Execution Excellent verbal, written, interpersonal, presentation, negotiating and organizational skillsStrategic thinking with the ability to adapt to changeDemonstrated team building skills and ability to work in a team environment 3+ years of client facing work experience Preferred Qualifications, capabilities and skillsComprehensive knowledge of Treasury Services and/or Custom Card products Bachelor of Science or Business Administration Degree Passion for learning new operating models, technologies, and industry trendsGoogle G suites / Microsoft Office adeptJoining our diverse and innovative global organization will provide you with endless opportunities for career and personal growth.Become a part of our many Business Resource Groups, employees who come together on topics such as ethnicity, gender, age, accessibility, special interests and moreHelp the community through expansive volunteer opportunitiesJoin one of our focus groups aimed at Innovation and Transformation, creating the future experience for our clients and employeesThis position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for the position is contingent on JPMorgan Chase's review of criminal conviction history, including pretrial diversions or program entries. Final Job Grade and officer title will be determined at time of offer and may differ from this posting.Some travel required (10%) to visit clients and internal partners.Please note this role is not eligible for employer immigration sponsorship. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. 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. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/VeteransJ.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world. Full timePosting Date: 2026-09-03
$30 - $36 per hour
...Client Service Associate For more than 45 years, Blue Trust advisors have applied biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. With nearly $60 billion in assets...SuggestedHourly payWork at office$34.32k - $90k
DUTIES and RESPONSIBILITIES CLIENT SUPPORT Providing service coverage for a FA/PWA/team including: Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and/or...SuggestedTemporary workWork at officeLocal area$34.32k - $90k
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...SuggestedTemporary workWork at officeLocal area- ...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....SuggestedFlexible hours
$25 per hour
...Job Description Job Description Client Services Associate - Fall Opening The Meier Law Firm is seeking a full-time Client Services Associate, a role primarily staffed by recent college graduates who are planning to pursue law school. This role provides hands...SuggestedHourly payFull timeWork at officeMonday to Friday$30.11 - $50.21 per hour
...ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals. Job Overview As a Registered Client Service Associate, you will provide comprehensive administrative and operational support within the financial...Work at officeWork from home$65k - $85k
...California and Hawaii, The Rand Group is an award-winning financial services firm providing a broad scope of personalized financial services... ...for individuals, families, small businesses, and corporate clients. These services include financial planning, investment strategy...Full timeInternshipMonday to FridayFlexible hours$45k - $85k
Registered Client Service Associate (Newport Beach, CA)Skip to main contentThis website uses cookies to ensure you get the best experience on our website. By clicking ‘Accept’, you accept all cookies by default and exit the banner. If you choose Decline, site functionality...Work experience placementWork at office$25 per hour
Meier Law Firm is seeking a full-time Client Services Associate for a fall opening in Newport Beach, CA. The role is ideal for recent college graduates pursuing law school and involves direct interaction with attorneys, client management, and day-to-day operations support...Hourly payFull time$68k - $120k
Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service team, through regular interactions with clients, individuals in this...Temporary workWork experience placementLocal area- Fwainvest in Newport Beach, CA is seeking a Registered Client Service Associate to provide high-quality support to Financial Advisors and clients. The ideal candidate will have strong communication skills and the ability to handle multiple tasks in a fast-paced environment...
$25 per hour
Client Services Associate - Fall Opening The Meier Law Firm is seeking a full-time Client Services Associate, a role primarily staffed by recent college graduates who are planning to pursue law school. This role provides hands-on experience working directly with attorneys...Hourly payFull time$22 per hour
...Client Services Associates / Collectors Concierges Collectors is the leading creator of innovative technology that provides value-added services for collectors worldwide. We grade, authenticate, vault, and sell millions of record-setting collectibles, all while modernizing...Hourly payFull timeWork at officeWorldwideFlexible hoursShift work- ...Senior Client Service Associate At Gallagher, we're looking for a Senior Client Service Associate to join our Commercial team. In this role, you'll help clients solve challenges and deliver tailored insurance solutions. You'll work closely with colleagues to ensure...Work experience placementWork at officeLocal areaShift work
$50k - $60k
...Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company... ...services. Job Description The firm is seeking a Client Service Associate to join our Private Client Division in Newport Beach, CA....Local area$68k - $120k
Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service team, through regular interactions with clients, individuals in this...Full timeTemporary workWork experience placementLocal area- JPMorgan Chase & Co. in Mission Viejo, CA is seeking a Private Client Investment Associate within Wealth Management to provide client service and operational support to Private Client Advisors. You will assist with account openings, money movement, trades, wealth planning...
- J.P. Morgan Chase in the United States seeks a Private Client Investment Associate to support Private Client Advisors within Wealth Management. You will provide client service, handle operational requests, and assist with wealth planning across client relationships. The...
- ...Wealth Management Client Associate Irvine, California To proceed with your application, you must be at least 18 years of age. Acknowledge... ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth...Seasonal workWork at officeWork from homeShift workDay shift
$25 - $44 per hour
...Wealth Management Client Associate Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its...Hourly paySeasonal workWork at officeWork from homeShift workDay shift- J.P. Morgan Chase is seeking a Private Client Investment Associate within Wealth Management in the United States. You will provide client service, operational support, and administrative assistance to Private Client Advisors, helping with account openings, trades, and...
- J.P. Morgan Chase is seeking a Private Client Investment Associate within Wealth Management to provide client service and operational support to Private Client Advisors. You will assist in wealth planning, lead generation, and ongoing client servicing to meet financial...
$24 - $29 per hour
...At Redwitz, we offer a comprehensive range of professional services, including accounting, audit, financial statement, tax services... ...do. These values drive us to deliver exceptional service to our clients while fostering a supportive, collaborative environment for our...Hourly payWork at office- ..., we have an enthusiasm for helping our clients, taking care of our employees, building... ..., and delivering extraordinary customer service while maintaining a strong commitment to... ...financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you...
- ...Client Service Executive At Gallagher Benefit Services, you're a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether...Work at officeLocal area
$45k - $65k
...Reservations Support Specialist – Remote Location: Remote (United States) About Us: As a coordination-focused services company dedicated to supporting clients with scheduling, reservations, and service-related needs. We emphasize organization, clear communication, and...Remote workFlexible hours$35.36k - $44.64k
...customers and colleagues. Those stories are part of what makes this such a special place to work. Job Overview As an At Your Service Center Colleague, you are at the heart of delivering a seamless and personalized shopping experience. You’ll support all At Your...Full timePart timeFlexible hoursShift workNight shiftAfternoon shift- ...merchant accounts, and provide support if any concerns arise. Responsibilities Support in the onboarding process of new clients by taking virtual application calls and submitting documentation related to new accounts accurately and timely. Professionalism...Full timeInternshipFlexible hours
$25 - $28 per hour
...employment law firm is seeking a skilled and experienced Office Services Specialist to join our team. In this essential role, you will... ...providing crucial support to our department in delivering exceptional client service and maintaining our commitment to excellence. Key...Hourly payFull timeWork at officeRelocation$20.5 per hour
...Position Summary: The Guest Services Associate is responsible to provide world class Guest Service by assisting Guests including: welcoming Guests, providing information and directions, resolving challenges, restaurant reservations, providing wheelchair and stroller...Full timeLocal area
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