Talent.com

Client associate Jobs in Lansing, MI

Create a job alert for this search

Client associate • lansing mi

Last updated: 6 hours ago

J.P. Morgan Wealth Management - Private Client Investment Associate - Dearborn, MI

ChaseLansing, MI, United States
Full-time

Private Client Investment Associate.Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service ...Show more

Client Services Coordinator (Flexible / Remote)

TruBlue Home Service AllyLansing, MI, US
Remote
Full-time +1
Quick Apply

TruBlue Home Service Ally We’re a growing home service company based in the greater Lansing area, and we’re looking for the right person to help us stay organized, responsive, and professional as w...Show more

Client Services Specialist – Financial Services – Michigan

All Financial FreedomLansing, Michigan, United States
Part-time

This position is designed for professionals seeking long-term career growth, increased responsibility, and leadership development within a structured organization.This opportunity is ideal for prof...Show more

Sales Associate

Feeders Pet SupplyMeridian Charter Township, MI, USA
Full-time
Quick Apply

Here are Feeders Pet Supply our mission is quite simple – to offer the best pet products possible, to help pet parents with any questions they may have, and to give back to the communities we serve...Show more

Sales Associate - Spirit

Spirit HalloweenLansing, MI, US
Full-time

Benefits include: Michigan Paid Sick Time, Set-Up and Tear Down Premium Pay Programs, End of Season Premium Pay Program.All Bonus and Pay Programs subject to qualifications.Brand - Spirit Halloween...Show more

 • Promoted

Remote Client Support Representative - Travel

Lees Dream VacationsLansing, MI, USA
Remote
Full-time
Quick Apply

We are seeking a Remote Client Support Representative – Travel to assist clients throughout their travel journey.In this fully remote role, you will serve as a key point of contact for travelers, p...Show more

Warehouse Associate

ManpowerLansing, MI, United States
Full-time

Our client, a leading organization in logistics and warehousing, is seeking a Warehouse Associate to join their team.As a Warehouse Associate, you will be part of the warehouse operations supportin...Show more

Associate Client Product Development Property/Casualty Specialist - Farm

Farm Bureau InsuranceLansing, MI
Full-time

Associate Client Product Development Property/Casualty Specialist - Farm Objective.To organize, plan, and manage the development, implementation and maintenance of designated Farm Bureau Property/C...Show more

J.P. Morgan Wealth Management - Private Client Investment Associate - Dearborn, MI

JPMorgan ChaseLansing, MI, United States
Full-time

Private Client Investment Associate.Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service ...Show more

Production Associate

Precision StripLansing, MI, United States
Full-time

Precision Strip a well-known leader in the metal processing industry is looking for team-oriented individuals who are ready to start or grow their careers with a company who invests in their people...Show more

Warehouse Associate

FergusonLansing, MI, United States
Full-time

Since 1953, Ferguson has been a source of quality supplies for a variety of industries.Together We Build Better infrastructure, better homes and better businesses.We exist to make our customers' co...Show more

 • New!

Warehouse Associate

OnTracDimondale, MI, United States
Full-time

OnTrac is hiring package handlers.Are you eager to join a dynamic and expanding company where you can both learn and make a meaningful impact? If you possess a strong sense of empathy, enjoy assist...Show more

Associate Underwriter

Delta Dental of MichiganOkemos, MI, United States
Full-time

Location Specifics: Hybrid Position.Job Summary: At Delta Dental of Michigan, Ohio, and Indiana we work to improve oral health through benefit plans, advocacy and community support, and we amplify ...Show more

Sales Associate - Spencer's

Spencer'sLansing, MI, US
Full-time

Benefits include: Michigan Paid Sick Time, Contest Prize Awards, 401K Plan with Company Match, Employee Assistance Program, 30% Merchandise Discount.All Bonuses, Awards and Benefits subject to qual...Show more

 • Promoted

Client Experience Coordinator/Dispatcher

North Winds Heating & Cooling, Inc.Meridian Charter Township, MI, USA
Full-time
Quick Apply

North Winds Heating & Cooling.Greater Lansing area with a complete range of heating and cooling services.We treat our customers and team like family! We are seeking a dedicated, organized, and deta...Show more

Task Associate

Ulta Beauty, Inc.Lansing, Michigan, United States
Full-time

A place where the joy of discovery and uncommon artistry blend to create exhilarating buying experiences—for true beauty enthusiasts.At Ulta Beauty, we’re transforming the world one shade, one lash...Show more

Warehouse Associate

KellermeyerLansing, MI, United States
Full-time +2

KBS is looking for motivated, high-energy Warehouse Associates (Corrugate Recycler) to join our team for immediate full-time, permanent positions.These positions are primarily responsible for meeti...Show more

Client Account Specialist - Remote

Unlock Potential 360East Lansing, MI, us
Remote
Full-time

We are in a multi-trillion dollar industry because people need our help.This role focuses on helping clients understand their options and guiding them through the process using a step-by-step pathw...Show more

People also ask
J.P. Morgan Wealth Management - Private Client Investment Associate - Dearborn, MI

J.P. Morgan Wealth Management - Private Client Investment Associate - Dearborn, MI

ChaseLansing, MI, United States
23 days ago
Job type
  • Full-time
Job description

Private Client Investment Associate

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management.

Job responsibilities

  • Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
  • Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
  • Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
  • Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
  • Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)
  • Prioritize daily work, track progress for current work, and consistently meet deadlines
  • Maintain and foster team culture

Required qualifications, capabilities, and skills

  • A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment
  • If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
  • A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment

INVESTMENT AND INSURANCE PRODUCTS ARE: NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states