Talent.com

Client associate h1.location_city

[job_alerts.create_a_job]

Client associate • phoenix az

[last_updated.last_updated_variable_days]

Client Solutions - Client Onboarding Associate

ChaseTempe, AZ, United States
[job_card.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...[internal_linking.show_more]

Senior Client Management Associate

CAPTRUSTPhoenix, AZ, United States
[job_card.full_time]

Senior Institutional Client Management Associate.CAPTRUST is seeking a Senior Institutional Client Management Associate who will support the Financial Advisor Service Team to service and retain ins...[internal_linking.show_more]

Client Service Associate, Consulting

GuidepointPhoenix, AZ, United States
[job_card.full_time]

Client Service Associate, Consulting.Phoenix, Arizona, United States.Guidepoint's Client Service team connects leading consultancies with the subject-matter experts they need to make informed busin...[internal_linking.show_more]

Senior Client Relationship Associate - Phoenix, AZ (onsite)

EP Wealth AdvisorsPhoenix, AZ, United States
[job_card.full_time]

Senior Client Relationship Associate - Phoenix, AZ (Onsite).Phoenix AZ - Phoenix, AZ 85016.Salary Level Experienced Position Type Full Time Job Shift Day Travel Percentage None Category Client Serv...[internal_linking.show_more]

Client Consultant

Alpine Legacy GroupLaveen, AZ, US
[job_card.full_time]

At Alpine Legacy Group, we believe in people — their stories, their goals, and their potential.We help protect families, nurture leaders, and build meaningful careers grounded in integrity, growth,...[internal_linking.show_more]

Client Manager

Asplundh Tree ExpertTempe, AZ, US
[job_card.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...[internal_linking.show_more]

Client Support Associate

PDS Inc, LLCPhoenix, AZ, US
[job_card.full_time]
[filters_job_card.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...[internal_linking.show_more]

Client Rep

Queen City PromotionsTempe, AZ, US
[job_card.full_time]
[filters_job_card.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...[internal_linking.show_more]

Associate Client Advocate - Builders Risk

Willis Towers WatsonPhoenix, AZ, United States
[job_card.full_time]

North America Construction Builders Risk Associate Client Advocate.The North America Construction Builders Risk Associate Client Advocate (ACA) is a client-facing role responsible for supporting th...[internal_linking.show_more]

Client Coordinator

Build My Great TeamPhoenix, AZ, US
[job_card.full_time]
[filters_job_card.quick_apply]

Full-Time, In-Person | Hours: Monday–Thursday 8:00–4:30, Friday 8:00–2:30.Taylor, Attorney PLLC is a mission-driven Arizona law firm that focuses on estate planning and disability planning for indi...[internal_linking.show_more]

Client Educator

Serenity Mental Health CentersPhoenix, AZ, US
[job_card.full_time]
[filters_job_card.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...[internal_linking.show_more]

Client Service Associate

JPMorgan ChaseTempe, AZ, United States
[job_card.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...[internal_linking.show_more]

Client Onboarding Implementation Associate

JPMorgan Chase Bank, N.A.Tempe, US
[job_card.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...[internal_linking.show_more]

Associate Client Advocate - Construction

Willis Towers Watson PlcPhoenix, AZ, United States
[job_card.full_time]

Associate Client Advocate - Construction.The Associate Client Advocate is the backbone of our account management teams, ensuring seamless service delivery and exceeding client expectations.This rol...[internal_linking.show_more]

Associate, Client Management (May Start)

Coleman ResearchPhoenix, AZ, United States
[job_card.full_time]

Associate, Client Management (May Start).At VISASQ/COLEMAN, we connect businesses with hard-to-find expertise through our extensive global network of subject matter experts.VISASQ/COLEMAN is a part...[internal_linking.show_more]

Institutional Client Specialist, Associate/AVP - Utah

Morgan StanleyTempe, AZ, United States
[job_card.full_time]

Client Relationship Specialist.Institutional Infrastructure Solutions (IIS) is a new business unit that provides world-class service to Morgan Stanley's institutional clients including Multi-Family...[internal_linking.show_more]

Client Service Associate

Jackson Hewitt - 922Phoenix, AZ, US
[job_card.full_time]

We are looking for someone who thrives in a welcoming, customer service-oriented environment with.If you enjoy building strong relationships with clients, then look no further and apply today!.In t...[internal_linking.show_more]

Client Experience Manager - Client Compensation

LPL FinancialTempe
[job_card.full_time]

Coordinating workflow and resources on the LINSCO Compensation team.Also, assisting with clearing requests and efforts for scheduled payout cycles.Consulting and providing tailored service to LINSC...[internal_linking.show_more]

Client Solutions - Client Onboarding Associate

Client Solutions - Client Onboarding Associate

ChaseTempe, AZ, United States
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.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.