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Client associate • usa

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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]

Client Associate

JobotPasadena, CA, United States
[job_card.full_time]

Client Associate Wealth Management for Professional Athletes.A boutique wealth management firm specializing in serving professional athletes and high-net-worth clients is seeking a Client Associate...[internal_linking.show_more]

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Client Associate

Brown Brothers HarrimanBoston, MA, United States
[job_card.full_time]

Brown Brothers Harriman is currently recruiting a Client Associate to join our Multi-Family Office team.In this role you will service increasingly complex, multigenerational families with significa...[internal_linking.show_more]

Client Associate

AplinUS
[job_card.permanent]
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Location: Edmonton, AB, Canada Job Type: Permanent Date: 7/4/2022 Job ID: MJ88116774 Category: Accounting & Finance .Join a top employer and advance your career.Our client, in the wealth management...[internal_linking.show_more]

Client Associate

Dow JonesNew York, NY
[job_card.full_time]

Dow Jones is a global provider of news and business information, delivering content to consumers and organizations around the world across multiple formats, including print, digital, mobile and liv...[internal_linking.show_more]

Client Associate

WELLS FARGO BANKONEONTA, New York, United States of America
[job_card.full_time]

Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors.Learn more about the career areas and business divisions at wellsfargojobs.Assist Finan...[internal_linking.show_more]

Client Associate

ROCKEFELLER CAPITAL MANAGEMENTPhiladelphia, PA, United States
[job_card.full_time]

Rockefeller Capital Management.Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm.Originally founded in 1882 as the family office of Jo...[internal_linking.show_more]

Client Solutions - Client Onboarding Associate

JPMorgan ChasePlano, TX, 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]

Client Services Associate

TradeJobsWorkforce57340 Fulton, SD, 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...[internal_linking.show_more]

 • [job_card.promoted]

Client Service Associate

GrahamNew Orleans, LA
[job_card.full_time] +1
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REMOTE - Client Service Associate.Contract Position, 5 days per week, from 9am-6pm EDT with one-hour lunch.Client Service Associate opportunity with the possibility of becoming a permanent position...[internal_linking.show_more]

Client Service Associate

BOK FinancialDallas, TX, US
[job_card.full_time]

Administrative; Bank Operations; Investment Management; Private Banking; Professional; Trust; Wealth Management.Pay Transparency Salary Range:.BOK Financial Corporation Group includes BOKF, NA; BOK...[internal_linking.show_more]

Client Associate

D.A. DavidsonAberdeen, WA, United States
[job_card.full_time]

Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our Aberdeen, WA branch.In this team-critical role, yo...[internal_linking.show_more]

Client Associate

GallagherBaton Rouge, Louisiana
[job_card.full_time]

At Gallagher, we’re united by a commitment to doing things the right way—The Gallagher Way.As a Client Associate, you’ll play a key role in supporting our clients and internal teams.You’ll help ens...[internal_linking.show_more]

Client Associate - Associate Advisor

Precision Wealth StrategiesSaint Louis, MO, US
[job_card.full_time]

The Client Associate (or Tactical Advisor) will be responsible for supporting the strategic advisor of their assigned pod.The Tactical Advisor leads the effort in performing and executing tasks and...[internal_linking.show_more]

Client Associate/Registered Client Associate

0000050176 RBC Capital Markets, LLCWayzata, Minnesota, US
[job_card.full_time]

Embrace RBC Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients.As a Client Associate/Registered Client Associate, bec...[internal_linking.show_more]

Client Associate/Registered Client Associate

RBCNewton Lower Falls, MA, United States
[job_card.full_time]

Client Associate/Registered Client Associate.Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients.As a Clie...[internal_linking.show_more]

Client Associate

Neuberger BermanNew York, NY, United States
[job_card.full_time]

Private Wealth Client Service Associate.The Private Wealth Client Service Associate is a client-facing role supporting Team Kaminsky within Neuberger's Private Wealth Management business.The Associ...[internal_linking.show_more]

Client Associate/Registered Client Associate

Royal Bank of Canada>Mount Laurel Township, United States of America
[job_card.full_time]

Embrace RBC Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients.As a Client Associate/Registered Client Associate, bec...[internal_linking.show_more]

Client Associate/Registered Client Associate

Royal Bank of CanadaAnnapolis, MD, United States
[job_card.full_time]

Client Associate/Registered Client Associate.Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients.As a Clie...[internal_linking.show_more]

Client Solutions - Client Onboarding Associate

Client Solutions - Client Onboarding Associate

ChaseTempe, AZ, United States
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  • [job_card.full_time]
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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.