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.30_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 Platform Client Service Associate • Miami, FL, US

    [internal_linking.similar_jobs]
    Client Experience Associate

    Client Experience Associate

    PNC Financial Services Group, Inc. • Miami, FL, US
    [job_card.full_time]
    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    FINRA Licensed Brokerage Associate

    FINRA Licensed Brokerage Associate

    VirtualVocations • Miami, Florida, United States
    [job_card.full_time]
    A company is looking for a Premier Brokerage Associate to provide exceptional service and support to clients in a remote setting. Key Responsibilities Provide exceptional service and support to re...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Associate

    Associate

    Concord Summit Capital LLC • Miami, FL, United States
    [job_card.full_time]
    Concord Summit Capital LLC is a premier nationwide intermediary between sponsors and providers of capital in commercial real estate transactions. CSC specializes in all asset classes, including but ...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Portfolio Analytics & Credit Support Associate

    Portfolio Analytics & Credit Support Associate

    FirstBank • Doral, FL, United States
    [job_card.full_time]
    A reputable financial institution in Miami, Florida, is looking for an Associate Portfolio Manager to manage the Corporate Banking Portfolio while ensuring compliance with BSA, AML, and OFAC polici...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Support Associate II

    Support Associate II

    CGI Nederland • Miami, FL, United States
    [job_card.full_time]
    CGI Federal is looking for experienced Support Associates to support the Miami Passport Agency.The ideal candidates should possess excellent communication skills, have experience in working with cu...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Senior Client Reporting Analyst - Hybrid, Impact Metrics

    Senior Client Reporting Analyst - Hybrid, Impact Metrics

    Hirewell • Doral, FL, United States
    [job_card.temporary]
    A top-tier global company is seeking a detail-oriented Sr.Client Reporting Analyst for a 45 month contract in Miami.This hybrid role involves owning monthly reporting deliverables and analyzing per...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Appellate Associate

    Appellate Associate

    Now Hiring You, LLC • Miami, FL, United States
    [job_card.full_time]
    Hybrid Schedule, 160+ hours monthly target, comprehensive benefits (medical, dental, vision, life insurance, and 401k), and a bonus structure tied to meeting billable hour requirements.An AmLaw 100...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Client Services Associate

    Client Services Associate

    RH • Miami, FL, United States
    [job_card.full_time]
    RH at its core is about taste, and we believe the idea of scaling taste is large and far reaching.The RH brand attracts the best designers, artisans, manufacturers and talent in our industry, scali...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Associate - McKinsey Transformation

    Associate - McKinsey Transformation

    McKinsey & Company • Miami, FL, United States
    [job_card.full_time]
    Associate - McKinsey Transformation.Do you want to work on complex and pressing challenges-the kind that bring together curious, ambitious, and determined leaders who strive to become better every ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Operations Associate

    Operations Associate

    Xenon Health • Doral, FL, United States
    [job_card.full_time]
    Xenon Health of New Jersey LLC is seeking an Operations Associate to support our growing healthcare operations.This role involves data analysis, financial modeling, system management, and cybersecu...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Client Partner, Mid-Market

    Client Partner, Mid-Market

    VirtualVocations • Coral Gables, Florida, United States
    [job_card.full_time]
    A company is looking for a Client Partner, Mid-Market Portfolio (FinTech / Payments).Key Responsibilities Execute account strategy and sales pursuits to drive growth in various service areas Colla...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Associate, Coordination

    Associate, Coordination

    Hut 8 • Miami, FL, United States
    [job_card.full_time]
    Imagine the ultimate destination for those who want to work at the cutting edge of technology, energy, and infrastructure. Hut 8 is on a mission to build and operate some of the world's largest data...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Treasury Operations Associate

    Treasury Operations Associate

    Hut 8 • Miami, FL, United States
    [job_card.full_time]
    Imagine the ultimate destination for those who want to work at the cutting edge of technology, energy, and infrastructure. Hut 8 is on a mission to build and operate some of the world's largest data...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Investor Relations Analyst : Private Credit & Client Engagement

    Investor Relations Analyst : Private Credit & Client Engagement

    Long Ridge Partners • Doral, FL, United States
    [job_card.full_time]
    A leading private credit investment firm is seeking a product specialist for their Investor Relations team in Miami, Florida. This role involves preparing materials for investor meetings, managing d...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    UHNW Client Relationship Manager - Wealth Advisory

    UHNW Client Relationship Manager - Wealth Advisory

    Goldman Sachs • Doral, FL, United States
    [job_card.full_time]
    A leading investment banking firm in Miami seeks an Associate in Client Relationship Management.This role entails acting as the primary contact for ultra-high net worth clients and evaluating their...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Associate

    Associate

    McKinsey & Company • Miami, FL, United States
    [job_card.full_time]
    Do you want to work on complex and pressing challenges-the kind that bring together curious, ambitious, and determined leaders who strive to become better every day?. If this sounds like you, you've...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Bilingual Finance Ops Associate Portfolio Support

    Bilingual Finance Ops Associate Portfolio Support

    Leeds Professional Resources • Doral, FL, United States
    [job_card.temporary]
    A leading financial services firm in Miami is seeking an Operations Associate to support portfolio managers and advisors. The ideal candidate must be fully bilingual in English and Spanish, with a b...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Platform Operations Associate Bilingual Spanish Miami

    Platform Operations Associate Bilingual Spanish Miami

    NBCUniversal • Doral, FL, United States
    [job_card.full_time]
    Meet Peacock, NBCUniversals wildly entertaining streaming service that combines timeless shows and movies with timely news, sports and pop?culture. Were growing our team of smart, hungry, and upbeat...[show_more]
    [last_updated.last_updated_1_day] • [promoted]