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Client associate • plano tx

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Client Service Associate II

Client Service Associate II

JPMorgan Chase Bank, N.A.Plano, US
[job_card.full_time]
The Commercial Banking Client On-boarding (CBCO) Know Your Customer (KYC) Organization will be the team supporting client coverage with the fulfillment of Anti-Money Laundering (AML) / KYC requiremen...[show_more][last_updated.last_updated_variable_days]
Client Service Associate – Entry Level

Client Service Associate – Entry Level

Fisher InvestmentsPlano, TX, US
[job_card.full_time]
Investing can be one of the most important and nerve-racking aspects of people’s lives.At Fisher Investments, we believe your career goals and your desire to help others should go hand-in-hand.As a...[show_more][last_updated.last_updated_variable_days]
Client Relationship Associate

Client Relationship Associate

R&R Human Resources SolutionsPlano, TX, US
[job_card.full_time]
[filters_job_card.quick_apply]
Atlas Advisory Group , a boutique wealth management firm, located in Plano, TX , is seeking a Client Relationship Associate to assist in our mission of helping clients achieve their financial goals...[show_more][last_updated.last_updated_30]
Registered Wealth Management Client Associate

Registered Wealth Management Client Associate

Bank of AmericaFRISCO
[job_card.full_time]
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs).Key responsibilities include supporting enterprise strategic objectives, operational ex...[show_more][last_updated.last_updated_variable_days]
  • [promoted]
Client Concierge

Client Concierge

Secret Med SpaPlano, TX, United States
[job_card.full_time]
It's A Secret Med Spa is an elite medical spa with locations nationwide that empowers people by elevating their natural beauty through high-performance injectables, lasers, and aesthetics.To fulfil...[show_more][last_updated.last_updated_variable_days]
Senior Associate : Strategic Biz Manager, Client Onboarding

Senior Associate : Strategic Biz Manager, Client Onboarding

JPMorgan ChasePlano, TX, United States
[job_card.full_time]
A leading financial institution in Texas is seeking a Business Manager to join its Client Onboarding & Service group.The role involves strategic initiatives, managing executive communications, and ...[show_more][last_updated.last_updated_30]
  • [promoted]
Client Services Associate

Client Services Associate

TradeJobsWorkforce75251 Dallas, TX, US
[job_card.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][last_updated.last_updated_30]
  • [promoted]
Senior Associate, Client Accounting Services - Small Business (Sage Intacct)

Senior Associate, Client Accounting Services - Small Business (Sage Intacct)

Baker Tilly USFrisco, TX, United States
[job_card.full_time]
Senior Associate, Client Accounting Services Small Business.Frisco, TX | Dallas, TX | Irving, TX.Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast?to...[show_more][last_updated.last_updated_variable_days]
Client Consultant

Client Consultant

Alpine Legacy GroupRowlett, TX, 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, g...[show_more][last_updated.last_updated_variable_days]
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Client Services Treasury Management Principal Associate

Client Services Treasury Management Principal Associate

Capital OnePlano, TX
[job_card.full_time] +1
Client Services Treasury Management Principal Associate.Are you looking for a challenging role that includes the convenience of working virtually at home? Then a Capital One Commercial Ops role may...[show_more][last_updated.last_updated_variable_hours]
Client Service Associate - Symphony Wealth Group

Client Service Associate - Symphony Wealth Group

Kestra Financial Independent AdvisorPlano, TX, US
[job_card.full_time]
[filters_job_card.quick_apply]
The Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors’ time. This position requires excellent customer service skills, problem...[show_more][last_updated.last_updated_30]
Client Service Associate

Client Service Associate

JPMorgan Chase & Co.Plano, TX, 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...[show_more][last_updated.last_updated_variable_days]
  • [promoted]
Banker Associate- Emerging Middle Market- Associate

Banker Associate- Emerging Middle Market- Associate

ChasePlano, TX, United States
[job_card.full_time]
If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as an Associate Banker is for you. As an Associate Banker in Middle Market, you ...[show_more][last_updated.last_updated_variable_days]
Client Service Associate II

Client Service Associate II

JPMorgan Chase Bank, N.A.Plano, US
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

The Commercial Banking Client On-boarding (CBCO) Know Your Customer (KYC) Organization will be the team supporting client coverage with the fulfillment of Anti-Money Laundering (AML) / KYC requirements.

As a Client Service Associate within the Commercial Banking Client On-boarding (CBCO) Know Your Customer (KYC) Organization, you will partner with Bankers and AML / KYC Operations to ensure client records are compliant with regulatory standards and that due diligence is completed accurately and on time at both the start and renewal of client relationships. You will proactively manage expectations, take ownership of the KYC / AML process, and promote high-quality portfolio management. Key responsibilities include timely completion of deliverables, resolving process inefficiencies, mitigating operational risk, escalating issues, supporting client selection, and independently overseeing due diligence renewals.

Job Responsibilities :

  • Proactively manage client and partner expectations through a consultative approach, ensuring clear understanding and alignment
  • Demonstrate strong ownership of the KYC / AML process and deliver an exceptional client experience
  • Ensure timely completion of all KYC / AML deliverables, holding internal partners accountable for their responsibilities
  • Maintain a thorough and up-to-date understanding of KYC / AML procedures, effectively navigating and resolving any delays or inefficiencies
  • Mitigate operational risk by maintaining vigilant awareness of process risks and implementing best practices
  • Appropriately escalate risk-related issues and drive them to resolution
  • Support bankers in the client selection process to effectively manage client risk
  • Independently oversee the renewal cycle of Due Diligence Forms in partnership with Relationship Management
  • Ensure timely and high-quality portfolio management, consistently meeting or exceeding quality standards

Required qualifications, capabilities and skills :

  • Demonstrates ability to identify AML risks and effectively apply AML / KYC policy concepts
  • Strong verbal and written communication skills
  • Excellent time management and organizational abilities
  • Strong analytical and problem-solving skills
  • Willingness and ability to travel as needed (less than 25%) to support client coverage teams
  • Advanced in Excel
  • Preferred Qualifications, Capabilities, and Skills :

  • Bachelor's degree (BA / BS) or equivalent experience in financial services
  • Working knowledge of risk factors for specific products and industries
  • Proven multi-tasking skills and ability to leverage internal resources
  • Exceptional attention to detail
  • Strong client focus and effective cross-team collaboration
  • Self-motivated, independent, and adaptable in a team environment
  • Experience in credit training, underwriting, and managing client relationships and product usage
  • 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