Talent.com
Client Platform, Client Service Associate
Client Platform, Client Service AssociateChase • Miami, FL, US
Client Platform, Client Service Associate

Client Platform, Client Service Associate

Chase • Miami, FL, US
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Associate, North America Client Platform

We are seeking a talented Associate to join the North America Client Platform team within Americas Client Service. As an Associate on this team, you will assist on projects to streamline business processes, strengthen the controls environment and manage business initiatives for the Client Account Management (CAM) organization as well as have responsibility for monitor controls and regulatory reporting.

Job Responsibilities :

  • Evaluate current Client Account Manager (CAM) processes and identify gaps and opportunities in collaboration with team and business.
  • Work on projects, including developing and managing a project plan, synthesizing and interpreting data, producing presentation materials, syndicating plans and implementation.
  • Manage reporting and control monitoring processes.
  • Partner extensively with colleagues across AM, including client service, product, finance, operations, and technology teams.

Required Qualifications, Capabilities, and Skills :

  • Strategic mindset to unpack complex problems, build solutions, and manage execution.
  • Strong Excel skills for gathering, analyzing, and synthesizing data from multiple sources and ability to present conclusions concisely in PowerPoint.
  • Exceptional written and verbal communication skills, with the ability to tailor messages to different audiences.
  • Able to manage different stakeholder groups and drive the agenda.
  • Able to balance competing priorities and meet deadlines.
  • Exceptional organizational skills and attention to detail.
  • Risk and control mindset.
  • [job_alerts.create_a_job]

    Client Service Associate • Miami, FL, US

    [internal_linking.similar_jobs]
    Assurance Senior Associate - Financial Services

    Assurance Senior Associate - Financial Services

    EisnerAmper • Miami, FL, United States
    [job_card.full_time]
    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasone...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Director, Global Client Services Communications

    Director, Global Client Services Communications

    Visa • Miami, FL, United States
    [job_card.full_time]
    Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more t...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    I-Banking Business Controls & Risk Management, Associate

    I-Banking Business Controls & Risk Management, Associate

    Santander Bank • Miami, FL, United States
    [job_card.full_time]
    I-Banking Business Controls & Risk Management, Associate.Country : United States of America.Santander is a global leader and innovator in the financial services industry. We believe that our employee...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Tax Partner- Private Client Services (PCS)

    Tax Partner- Private Client Services (PCS)

    EisnerAmper • Miami, FL, United States
    [job_card.full_time]
    At EisnerAmper, we look for individuals who welcome.EisnerAmper experience is one-of-a-kind.We are seeking a Tax Partner for our Private Client Services (PCS) team in West Palm Beach.In this role y...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Client Success Manager (Toronto-based - Remote)

    Client Success Manager (Toronto-based - Remote)

    From Day One • Miami, FL, US
    [filters.remote]
    [job_card.full_time]
    The business landscape is changing fast.From Day One is a media outlet and conference series that helps companies navigate all that change in ways that put people first. Since our beginning in 2018,...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Capital Markets Associate Attorney (Miami)

    Capital Markets Associate Attorney (Miami)

    Akerman LLP • Miami, FL, US
    [job_card.part_time]
    Akerman LLP seeks an Associate with 2 to 4 years of securities and capital markets experience.The ideal candidate will have experience handling preparation of Exchange Act filings, such as Forms 10...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Client Service Associate II

    Client Service Associate II

    Arthur J Gallagher & Co • Miami, FL, US
    [job_card.full_time]
    Branch Client Service Associate Ii.At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate.You'll be ...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Registered Client Service Associate

    Registered Client Service Associate

    Morgan Stanley • Miami, FL, US
    [job_card.full_time]
    Registered Client Service Associate.Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) / Private Wealth Advisor(s) / teams on a daily basis...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Probate & Guardianship Associate

    Probate & Guardianship Associate

    Seacoast National Bank • Miami, FL, United States
    [job_card.full_time]
    The Probate & Guardianship Associate will be responsible for opening Estate, Guardianship and Cuban Blocked Accounts, along with being knowledgeable of court documents and bank account requirements...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Community Lead - Crypto

    Community Lead - Crypto

    Career Renew • Miami, FL, US
    [job_card.full_time]
    Career Renew is recruiting for one of its clients a Community Lead - Crypto - this is a fully remote role for.Salary range : 130-180K USD yearly plus benefits. We are the yield engine for the crypto ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Client Advocate

    Client Advocate

    Memphis Staffing • Miami, FL, US
    [job_card.full_time]
    The Role : The Client Advocate is responsible for managing client relationships and ensuring a seamless client experience. The CA leads and coordinates teams of consultants across WTW, including brok...[show_more]
    [last_updated.last_updated_30] • [promoted]
    I-Banking Business Controls & Risk Management, Associate

    I-Banking Business Controls & Risk Management, Associate

    Santander • Miami, FL, United States
    [job_card.full_time]
    I-Banking Business Controls & Risk Management, Associate.Country : United States of America.Santander is a global leader and innovator in the financial services industry. We believe that our employee...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Business Consultant (Implementation Associate) (Miami)

    Business Consultant (Implementation Associate) (Miami)

    Fulfil • Miami, FL, US
    [job_card.full_time] +1
    Fulfil is the modern ERP for commerce.Built to power the fastest-growing eCommerce brands, our platform brings together order management, inventory, accounting, and more, turning complex operations...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Registered Client Service Associate - Bilingual Spanish / English

    Registered Client Service Associate - Bilingual Spanish / English

    Morgan Stanley • Miami, FL, US
    [job_card.full_time]
    Registered Client Service Associate.Registered Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care.The Registered CS...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Corporate Associate (Miami)

    Corporate Associate (Miami)

    Distinct | North America • Miami, FL, US
    [job_card.part_time]
    A well-regarded, mid-sized law firm in Miami is seeking a skilled Corporate Securities Attorney to join its dynamic team. This firm offers a collaborative and fast-paced work environment where attor...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Associate Team Leader

    Associate Team Leader

    H&R Block • Miami, FL, US
    [job_card.full_time] +1
    At H&R Block, we believe in the power of people helping people.Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere.We also believe ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Senior Associate - Oracle Cloud Finance

    Senior Associate - Oracle Cloud Finance

    PwC • Miami, FL, United States
    [job_card.full_time]
    At PwC, our people in business application consulting specialise in consulting services for a variety of business applications, helping clients optimise operational efficiency.These individuals ana...[show_more]
    [last_updated.last_updated_30] • [promoted]
    I-Banking Business Controls & Risk Management, Associate

    I-Banking Business Controls & Risk Management, Associate

    Santander US • Miami, FL, United States
    [job_card.full_time]
    I-Banking Business Controls & Risk Management, Associate.Country : United States of America.Santander is a global leader and innovator in the financial services industry. We believe that our employee...[show_more]
    [last_updated.last_updated_30] • [promoted]