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Client associate Jobs in Lansing, MI

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Client associate • lansing mi

Last updated: 4 days 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

Ace HardwareBath Twp, MI, US
Full-time

We are seeking outgoing, friendly, and helpful team members to welcome and assist customers.Previous hardware experience is a plus but not a requirement as we provide extensive training.At Ace Hard...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

Bakery Associate

Tom's Food CenterOkemos, MI, US
Part-time

We're looking for some awesome people to join our team as Bakery Associates.Price, date, wrap and/or bag bakery products.Properly fill, rotate and merchandise bakery shelves, cases and displays.Not...Show more

Client Account Specialist - Remote

Unlock Potential 360Lansing, 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

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

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

Cleaning Associate

Clean TeamLansing, MI, USA
Part-time
Quick Apply

DO YOU HAVE WHAT IT TAKES TO BE A CLEAN TEAM MEMBER? IF YES WE WANT YOU TO WORK FOR US.Clean Team Associates with in-depth training, employee rewards and opportunities for advancement.We currently ...Show more

Retail Associate

Ross StoresLansing, Michigan
Full-time

Retail Associate-(25038000PL0226).The Retail Associate is responsible for ensuring our Customers have a positive shopping experience.The Associate makes eye contact, smiles, and greets all Customer...Show more

Sales Associate

Rally House115 East Grand River Avenue, Suite 2, East Lansing, MI 48823, United States of America
Part-time

Celebrate Hometown Connections.At Rally House, every day feels like a tailgate — and our Sales Associates bring the energy.If you love sports, people, and creating memorable experiences, this is yo...Show more

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

Warehouse Associate

Pacelli Enterprise LLCDiamondale, MI, US
Permanent
Quick Apply

General Warehouse Worker – Seasonal Opportunity Pay Range:.Type: Seasonal Temporary (Potential for Direct Hire) Looking to earn competitive pay while staying active and building valuable experience...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
22 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