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Client associate Jobs in Mesa, AZ

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Client associate • mesa az

Last updated: 4 days ago

Client Solutions - Client Onboarding Associate

ChaseTempe, AZ, United States
Full-time

Client Solutions Project Coordinator.Join a dynamic team at JPMorgan Chase, where your project coordination skills will help deliver innovative solutions for a diverse client base in Securities Ser...Show more

Client Support Associate

PDS Inc, LLCScottsdale, AZ, US
Full-time
Quick Apply

Client Support Associate .Identify, manage, escalate, and resolve technical issues in a Service Desk/Call Center environment.Troubleshoot all information technology issues, including software, hard...Show more

Client Relationship Associate

VanguardScottsdale, AZ, US
Full-time

At Vanguard, we have a client-first mentality that we live and breathe every day through our mission, “to take a stand for all investors, to treat them fairly, and to give them the best chance for ...Show more

Client Manager

Asplundh Tree ExpertTempe, AZ, US
Full-time

This position is responsible for developing and maintaining successful relationships with clients that support the goals for renewal, retention, growth and profitability.Client Managers work in tan...Show more

Client Service Associate

JPMorgan Chase Bank, N.A.Tempe, AZ, US
Full-time

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 cas...Show more

Client Rep

Queen City PromotionsTempe, AZ, US
Full-time
Quick Apply

Kickstart Your Career as a Client Rep!.Calling all recent grads & ambitious go-getters!.Want a job where you can meet new people, make a difference, and have fun doing it? Join our team as a Client...Show more

Client Services Associate

IV NutritionScottsdale, AZ, US
Full-time +1
Quick Apply

Client Services Associate - IV Nutrition Scottsdale Do you thrive on providing exceptional customer service and have a passion for health and wellness?.IV Nutrition Scottsdale is searching for a mo...Show more

Client Educator

Serenity Mental Health CentersScottsdale, AZ, US
Full-time
Quick Apply

Ready to take your customer-facing experience and channel it into a role where your drive and results actually matter? At Serenity, we help clients understand and start life-changing programs — and...Show more

Client Accountant

Cushman & WakefieldTempe, AZ, United States
Full-time

Responsible for the performance of cash and accrual management functions, general ledger accounting, and financial reporting.Use established accounting principles to work under limited supervision ...Show more

Client Success Manager

AO Globe LifeGilbert, AZ, US
Full-time
Quick Apply

What You’ll Do Connect with individuals who have requested information about benefit programs Schedule and conduct virtual consultations with clients via Zoom Explain available benefit options clea...Show more

Client Service Associate

JPMorgan ChaseTempe, AZ, United States
Full-time

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 execu...Show more

Wealth Management Client Associate

Bank of AmericaScottsdale, AZ, United States
Full-time

Job Opportunity At Merrill Wealth Management.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and ...Show more

Client Services Associate (Investment Operations)

JobotGilbert, AZ, United States
Full-time

Client Services Associate (Investment Operations).Launch Your Career At A Top-Tier Family Office.Start In Investment Operations And Grow Into A Client-Facing Role Supporting Ultra-High-Net-Worth Cl...Show more

Client Service Manager

Heffernan Insurance BrokersScottsdale, AZ, United States
Full-time

Job Category: Financial Services Requisition Number: CLIEN001634.The Client Service Manager is responsible for delivering a high level of service to Heffernan Financial Services Division clients, a...Show more

Registered Client Service Associate

00015 Ameriprise Financial Services, LLC.Scottsdale, Arizona
Full-time +1

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 ded...Show more

U.S. Private Bank - Client Service Associate

JPMorgan Chase & Co.Tempe, AZ, United States
Full-time

If you are a collaborative team member, solutions orientated and delivers premier client service,.As a Client Service Associate within the.Private Bank at JP Morgan, you will be responsible for fos...Show more

Client Advocate

Digital Air StrikeScottsdale, AZ, United States
Full-time

Join DAS Technology, a pioneering SaaS company revolutionizing consumer engagement through cutting-edge digital technology.As the force behind the automotive industry's first next-level Consumer Da...Show more

Client Services Coordinator

Bonding Solutions, LLCMesa, AZ, US
Full-time

Commercial Account Manager (Surety Bonds – Training Provided).Bonding Solutions is a national surety bond agency based in Mesa, Arizona.We help contractors and businesses across the country with al...Show more

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Client Solutions - Client Onboarding Associate

Client Solutions - Client Onboarding Associate

ChaseTempe, AZ, United States
24 days ago
Job type
  • Full-time
Job description

Client Solutions Project Coordinator

Join a dynamic team at JPMorgan Chase, where your project coordination skills will help deliver innovative solutions for a diverse client base in Securities Services. Be part of a global organization that values collaboration, excellence, and client impact.

As a Client Solutions Project Coordinator, you will play a key role in supporting project managers with scheduling, documentation, and core project tasks. You will work closely with clients, managing their day-to-day business interactions with JPMorgan's Commercial & Investment Bank. You will support both new and incremental client events for Securities Services, serving a wide range of clients including Asset Managers, Hedge Funds, Private Equity Funds, Pension Funds, Government Sponsored Enterprises, Banks, Broker Dealers, and Insurance Companies. Your work will span all Securities Services products, from single product implementations to complex, multi-entity deals.

Job responsibilities

  • Coordinate the requirements gathering process.
  • Ensure fund manager requirements are understood and collaborate with internal partners to design, document, and secure sign-off on scope and solutions.
  • Support project activities including:
    • Develop and manage project delivery plans.
    • Execute project plans with robust governance and reporting.
    • Actively mitigate and manage project risk by coordinating timely resolution of issues.
    • Scope containment and change management.
    • Manage and motivate virtual teams across multiple locations and disciplines.
    • Execute post-implementation reviews to continually improve practices.
  • Prioritize, track, and report on all projects in the pipeline.
  • Ensure compliance with all controls and procedures.
  • Own all project communication to internal and external stakeholders.
  • Deliver high levels of internal and external client satisfaction.
  • Identify potential tactical and strategic improvements to implementation processes.
  • Proactively drive internal team and department-wide initiatives as agreed upon.

Required qualifications, capabilities, and skills

  • Project management skills.
  • Client-facing skills.
  • Highly structured and methodical in execution.
  • Clear, articulate, and concise verbal and written communication.
  • Strong presentation skills.
  • Proven ability to influence and work collaboratively with multiple internal disciplines (sales, operations, technology, product management).
  • Keen eye for identifying and resolving risks.
  • Ability to systematically remove ambiguity from projects.
  • Work well in an evolving environment.
  • Bachelor's degree.
  • 3-5 years in Financial Services, particularly Securities Servicing Industry.
  • 2+ years in a client-facing support role or commensurate experience.

Preferred qualifications, capabilities, and skills

  • Working knowledge of multiple Securities Services products such as Custody, Fund Accounting, Fund Admin, Hedge Funds Servicing, Investment Analytics, Compliance, ETFs, IMOS, Private Equity and Real Estate Services, Securities Lending, Trading Services, and Data Analytics.

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/Veterans

J.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.