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Client associate Jobs in Orange, CA

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Client associate • orange ca

Last updated: 3 days ago

Client Service Associate

JPMorgan Chase Bank, N.A.Irvine, US
$70,304.00 yearly
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 Service Associate

Raymond James FinancialBrea, CA, United States
Full-time

At Blunt Wealth Services, we exist for one reason: to help people live their best lives through financial empowerment and community.We do so by taking a concierge approach to working with our clien... Show more

Client Service Manager

Carollo EngineersCosta Mesa, CA, United States
$140,000.00 yearly
Full-time

Carollo Engineers Job Opportunity.Carollo Engineers is a leading engineering firm dedicated exclusively to water.For over 90 years, we've specialized in the planning, design, and construction of wa... Show more

Client Relationship Manager

Zero Impact SolutionsIrvine, CA, US
$23.00 hourly
Full-time

We are an end-to-end Renewable Energy provider.We offer products to commercial and enterprise clients in EV Charging solutions, Fleet Electrification, Solar Micro-grids, Energy storage, Hydroponic ... Show more

Client Account Executive

MslgroupIrvine, CA, United States
Full-time

Job description and details follow.A division of Publicis Groupe, Publicis Digital Experience is a network of top-tier agencies designed to develop capabilities and solutions to enable growth and p... Show more

Senior Associate - Client Success

Baker TillyIrvine, CA, United States
$83,820.00 yearly
Full-time

Senior Associate Of Client Success.Baker Tilly's NetSuite Solutions practice is one of the fastest-growing technology consulting groups in the firm.As an Oracle NetSuite partner operating under a T... Show more

Registered Client Service Associate

StifelIrvine, CA, US
Full-time

Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide... Show more

Client Services Associate

TradeJobsWorkforce92614 Irvine, CA, US
Full-time

As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person.Finance to provide... Show more

 • Promoted

Client Care Associate

Illumination Health + HomeSanta Ana, CA, US
Full-time
Quick Apply

Every person deserves compassion, dignity, and the safety of a place to call home.Homelessness is the largest social and public health crisis in California.Illumination Health + Home is a growing n... Show more

Client Service Associate

J.P. MorganIrvine, California, 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 Onboarding Implementation Manager Senior Associate

ChaseIrvine, CA, United States
Full-time

Embark on a rewarding journey as a Client Onboarding Associate at JP Morgan Chase, where you'll lead the charge in delivering exceptional treasury and banking product implementations.Utilize your p... Show more

Client Manager

IMA Financial GroupAnaheim, CA, United States
$75,000.00 yearly
Full-time

The Client Manager oversees a dedicated book of business comprised primarily of lower-complexity clients, delivering consistent service and lifecycle support.This role serves as a primary point of ... Show more

Client Sales Specialist

Law Office of Kyle GurwellFountain Valley, CA, US
$23.00 hourly
Full-time

Hiring a Sales Champion! GENEROUS PAID TIME OFF - HEALTH RETIREMENT BENEFITS - PROFESSIONAL DEVELOPMENT.Do you love talking to people and helping them take the first step when they’re stressed, ove... Show more

Client Services Representative

Traveling with TashaAnaheim, CA, United States
Full-time

We are looking for a Customer Relations Specialist to support clients with travel planning and booking services.In this role, you will assist clients in exploring travel options, coordinating reser... Show more

Client Account Executive

Prodigious WorldwideIrvine, CA, United States
$50,065.00 yearly
Full-time

Provide management of day-to-day activities of components of marketing programs for client account by ensuring accurate, timely execution of projects.Develops and maintains relationships with clien... Show more

Client Executive - Commerical

BaldwinTustin, CA, United States
Full-time

Responsible for the tactical & operational leadership in the design, development, implementation, administration, and communication of accounts.Functions at a strategic level to develop and retain ... Show more

Client Relationship Manager

Zero Impact Energy GroupIrvine, CA, United States
$23.00 hourly
Full-time

This role is in-office, Monday - Friday, 8:30 AM to 5:00 PM in Costa Mesa, CA.We are on the lookout for highly motivated individuals with a background in sales or customer service, coupled with exc... Show more

Client Care Representative

3 Day BlindsIrvine, CA, United States
Full-time

With over 40 years of success, 3 Day Blinds has become the leading national retailer and manufacturer of quality custom made blinds, shades, draperies and shutters.We help transform our client's ho... Show more

Regional Client Manager

Affinity GroupBrea, CA, United States
$80,000.00 yearly
Full-time

Broad Function and Scope of the Position: The Region Client Manager (RCM) is responsible for driving regional execution of client strategies across the West.This role serves as the primary point of... Show more

Client Portfolio Manager

Cerity PartnersIrvine, CA, United States
$120,000.00 yearly
Full-time

The Portfolio Manager is responsible for overseeing investment strategy, portfolio construction, and performance management for a dedicated client segment within a large, multi-team RIA firm.This r... Show more

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Client Service Associate

Client Service Associate

JPMorgan Chase Bank, N.A.Irvine, US
5 days ago
Salary
$70,304.00 yearly
Job type
  • Full-time
Job description

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 Responsibilities * Lead 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 satisfaction * Conduct 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 experience * Ability to influence others without direct supervision * Ability to provide quantifiable management reporting & present findings * Project Management & Execution * Excellent verbal, written, interpersonal, presentation, negotiating and organizational skills * Strategic thinking with the ability to adapt to change * Demonstrated team building skills and ability to work in a team environment * 3+ years of client facing work experience Preferred Qualifications, capabilities and skills * Comprehensive 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 trends * Google G suites / Microsoft Office adept Joining 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 more * Help the community through expansive volunteer opportunities * Join one of our focus groups aimed at Innovation and Transformation, creating the future experience for our clients and employees This 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/Veterans Base Pay/Salary Irvine,CA $70,304.00 - $87,500.00