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Client relations manager Jobs in Pomona, CA

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Client relations manager • pomona ca

Last updated: 1 day ago

J.P. Morgan Wealth Management Private Client Advisor - Azusa, CA (area)

ChaseWalnut, CA, United States
Full-time

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 commitmen... Show more

Manager

Dunkin'Ontario, CA, United States
Full-time

As a Dunkin' franchisee, we are committed to our employees as much as we are committed to our customers.We value hardworking and enthusiastic employees and we make it a priority to ensure their suc... Show more

Manager

Elvira's Finest Foods of MexicoClaremont, CA, US
Full-time

Manager - Elvira's Finest Foods of Mexico.Are you a highly skilled and motivated individual with a passion for traditional Mexican cuisine? Do you thrive in a dynamic and fast-paced environment? If... Show more

Manager Client Svc & Prod Supt

Automatic Data ProcessingSan Dimas, CA, United States
Full-time

Are you ready to join a company offering career advancement opportunities throughout your career journey?.Do you want to join a company with award-winning training and world-class service guideline... Show more

Director, Development and Alumni Relations

Mt. San Antonio CollegeWalnut, CA, United States
Full-time

Director, Development and Alumni Relations.Position Overview - As an auxiliary organization of Mt.San Antonio College, the Foundation partners with the College to advance student success by inspiri... Show more

Customer Relations Representative - State Farm Agent Team Member

jian ding - State Farm AgentCHINO, CA, US
$60,000.00–$100,000.00 yearly
Full-time

Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you!... Show more

Float Client Relationship Consultant 3 (Banker) - Chino, CA (36hrs)

U.S. BankChino, CA, United States
$25.49–$31.15 hourly
Full-time

Client Relationship Consultant.Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we s... Show more

Director of Labor Relations

Prime HealthcareOntario, CA, United States
$150,000.00–$170,000.00 yearly
Full-time +1

Prime Healthcare is an award-winning health system headquartered in Ontario, California.Prime Healthcare operates 54 hospitals and has more than 360 outpatient locations in 15 states providing more... Show more

Director, Corporate Affairs and Government Relations- Ontario Hybrid

Serco North AmericaOntario, CA, United States
Full-time

Director, Corporate Affairs and Government Relations.The Director leads Serco Canada's government relations, corporate communications, public affairs, and stakeholder engagement strategies.The role... Show more

Senior Client Manager 3633 Inland Empire Boulevard Suite 640, Ontario, CA 91764

EPIC BrokersOntario, CA, United States
$100,000.00–$125,000.00 yearly
Full-time

Summary: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.The requirements listed below are representative of the knowledge, skill, and/or ... Show more

Employee Relations Manager

Mission Linen SupplyChino, CA, United States
Full-time

Mission Linen Supply is seeking an experienced Employee Relations Manager.The Human Resources Manager is responsible for providing leadership and counsel in the area of Human Resources across sever... Show more

Remote Client Experience Consultant (Independent)

Travel with LaniChino Hills, CA, United States
Full-time

Remote Client Experience Consultant (Independent).We are bringing on Remote Client Experience Consultant (Independent) to join our remote team.You will assist clients with planning, booking, and su... Show more

Manager

IHOPOntario, CA, US
Full-time

Prior management experience in a similar organization.College graduate with a two or four year degree in Hotel/Restaurant, Management, Business or associated field, who is entering the full time wo... Show more

Licensed (S7, S66, Insurance) Client & Advisor Success Manager-

Zapata Private Wealth GroupUpland, CA, US
$40,000.00 yearly
Full-time

Licensed (S7, S66, Insurance) Client & Advisor Success Manager.Bilingual Spanish | Path to Office Manager / Operations Lead).Wealth Management / Financial Planning.Series 7, Series 66, Life Ins... Show more

Customer Relations Representative - State Farm Agent Team Member

Jason Cortez - State Farm AgentSan Dimas, CA, US
$40,000.00 yearly
Full-time

Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Customer Relations Representative - State Farm Agent Team Member.We seek an energetic prof... Show more

Customer Relations Representative - State Farm Agent Team Member

Vanessa Vargas - State Farm AgentChino Hills, CA, US
$45,000.00 yearly
Full-time

As a Customer Relations Representative - State Farm Agent Team Member with Vanessa Vargas - State Farm Agent, you will generate the kind of exceptional customer experiences that reinforce the growt... Show more

Client Care Coordinator - Full Time - Pomona City

Quadrant Health GroupPomona, California, United States, 91766
Full-time
Quick Apply

We are looking for a Client Care Coordinator - Full Time at Pomona city.Compensation & Licensing Requirements:.For CCMA, EMT, or CNA with valid certification/license (Must obtain SUDRC or RADTI cer... Show more

 • Promoted

Director of Outpatient Provider Relations (Business Development)

Odyssey Behavioral HealthcareOntario, CA, United States
$100,000.00–$120,000.00 yearly
Full-time

At Clearview Outpatient, we are a dynamic, dedicated, and growing team of professionals deeply passionate about providing evidence-based and personalized clinical care for behavioral health conditi... Show more

Private Client Advisor II

Bank of AmericaOntario, CA, United States
$100,000.00–$275,000.00 yearly
Full-time

Bank Of America Job Opportunity.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by driving Responsible Gro... Show more

Client Services & Growth Specialist

Farmers Insurance GroupCovina, CA, US
Full-time
Quick Apply

Farmers Insurance is seeking a dedicated, motivated, people-focused professional to join our growing local agency.This role centers on building strong relationships, supporting current clients, and... Show more

People also ask
J.P. Morgan Wealth Management Private Client Advisor - Azusa, CA (area)

J.P. Morgan Wealth Management Private Client Advisor - Azusa, CA (area)

ChaseWalnut, CA, United States
30+ days ago
Job type
  • Full-time
Job description

Private Client Advisor

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 Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

Job responsibilities:

  • Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
  • Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
  • Demonstrate a deep understanding of financial markets and sound business judgement
  • Exhibit unwavering integrity that points toward doing right by clients at every opportunity
  • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
  • Provide a holistic view of clients' needs and financial coaching beyond investments
  • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Required qualifications, capabilities, and skills:

  • At least 2 years in a Financial Advisor role or equivalent financial services experience
  • Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
  • Demonstrated ability and commitment to goals-based planning and advice
  • A valid and active Series 7
  • A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
  • A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
  • FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

Preferred qualifications, capabilities, and skills:

  • Certified Financial Planning (CFP) certification is preferred
  • Bachelor's degree preferred

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.