Client Remote Jobs in Usa

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Vice President, Client Success - Technology (US Remote)
🏢 TTEC
Salary not disclosed

Bringing smiles is what we do at TTEC...

for you and the customer.

As a VP, Client Success working remotely or at our principal place of business in Austin, Texas, you'll be a part of bringing humanity to business.

ExperienceTTEC What You'll be Doing Reporting to the Technology, Media, & Communications (TMC) Portfolio Leader, this experienced executive will lead a specialized client portfolio across technology clients representing the TTEC Engage solution set.

The VP will nurture relationships with our clients to grow a profitable book of business leveraging your passion for – and in depth understanding of the modern customer experience landscape, deep expertise in operational excellence, and building client relationships.

As a client success executive, you should stay up to date on market trends impacting your clients' industries and work to understand and anticipate their business needs to position TTEC as a value-add strategic partner to best support their objectives.

To be successful in this role, you will ensure alignment between our organization's objectives and each client's needs to maintain and deliver profitable growth in your portfolio.

You will be responsible for orchestrating TTEC teams and individuals from marketing, sales, offers and solutioning, and delivery to successfully serve clients and grow your book of business profitably.

During a Typical Day, You'll Act as a visionary for your client portfolio with an in-depth understanding of CX delivery and technology-enabled solutions.

Have full P&L responsibility and for meeting/exceeding annual financial goals while making progress on longer-term financial performance.

Lead the development of the short and long-term business strategy to include expanded digitized offerings, geo expansion and solutions that align with your clients' business needs and market trends.

Work hand in hand with offering, solutioning and delivery teams to deliver on the strategies.

Review existing client relationships to ensure best practices are in place for client management, retention, and to position us for growth Create strategy for business growth and oversight of current business within the portfolio including achieving the businesses goals for sales, business development, and delivery across TTEC Engage Build and sustain internal and external relationships and have the stature and credibility to interface at senior levels.

Collaborate closely with other client portfolio leaders to share best practices, identify synergies and business opportunities that will benefit our clients and the company growth and financial performance.

What You Bring to the Role 15 years of business leadership experience, preferably in the customer experience industry In depth knowledge of customer experience with enterprise level technology industry clients Combine vision, strategy and tactics to systematically grow the organization and customer development goals through creativity, ethical behavior and business builder techniques.

Sophisticated understanding of the sales process, contact center operations, and financial metrics of successful service delivery while bringing a proven approach for how to optimize a large scale, distributed environment.

A problem solver with demonstrated success influencing, managing and being part of matrix organizations.

Accustomed to serving large / complex Fortune 500 clients in an extremely fast-paced environment Someone who galvanizes the team, excites the masses about one's vision / operational plan, and balances being a take-charge leader with having a collaborative approach COMPENSATION & BENEFITS The anticipated starting salary range for individuals expressing interest in this position is $170,000-$210,000.

This position is eligible to participate in a sales incentive program.

Actual compensation offers to a candidate may vary based upon geographic location, work experience, education and/or skill levels.

Benefits available to eligible employees include the following: Medical, dental, and vision Tax-advantaged health care accounts Financial and income protection benefits Paid time off (PTO) and wellness time off About TTEC For nearly 40 years and counting, we've combined service design, strategic consulting, technology platforms and operations excellence to deliver experiences that captivate customers and dramatically improve the bottom line.

We help companies reduce customer effort, enable contact center employees, and continuously optimize business outcomes through digital CX transformation.

TTEC is proud to be an equal opportunity employer where all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

TTEC embraces and is committed to building a diverse and inclusive workforce that respects and empowers the cultures and perspectives within our global teams.

We strive to reflect the communities we serve, by not only delivering amazing service and technology, but also humanity.

We make it a point to make sure all our employees feel valued, belonging, and comfortable being their authentic selves at work.

As a global company, we know diversity is our strength because it enables us to view things from different vantage points and every individual to bring value to the table in their own unique way.

But don't take our word for it, check out some of the diversity and women in leadership awards on .

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Remote working/work at home options are available for this role.
Not Specified
Vice President, Client Success - Retail (US Remote)
🏢 TTEC
Salary not disclosed
Charlotte, North Carolina, Remote 4 days ago

Bringing smiles is what we do at TTEC...

for you and the customer.

As a VP, Client Success working remotely or at our principal place of business in Austin, Texas, you'll be a part of bringing humanity to business.

ExperienceTTEC What You'll be Doing Reporting to the SVP, Travel, Retail & CPG, this experienced executive will lead a specialized client portfolio across retail clients representing the TTEC Engage solution set.

The VP will nurture relationships with our clients to grow a profitable book of business leveraging your passion for – and in depth understanding of the modern customer experience landscape, deep expertise in operational excellence, and building client relationships.

As a client success executive, you should stay up to date on market trends impacting your clients' industries and work to understand and anticipate their business needs to position TTEC as a value-add strategic partner to best support their objectives.

To be successful in this role, you will ensure alignment between our organization's objectives and each client's needs to maintain and deliver profitable growth in your portfolio.

You will be responsible for orchestrating TTEC teams and individuals from marketing, sales, offers and solutioning, and delivery to successfully serve clients and grow your book of business profitably.

During a Typical Day, You'll Act as a visionary for your client portfolio with an in-depth understanding of CX delivery and technology-enabled solutions.

Have full P&L responsibility and for meeting/exceeding annual financial goals while making progress on longer-term financial performance.

Lead the development of the short and long-term business strategy to include expanded digitized offerings, geo expansion and solutions that align with your clients' business needs and market trends.

Work hand in hand with offering, solutioning and delivery teams to deliver on the strategies.

Review existing client relationships to ensure best practices are in place for client management, retention, and to position us for growth Create strategy for business growth and oversight of current business within the portfolio including achieving the businesses goals for sales, business development, and delivery across TTEC Engage Build and sustain internal and external relationships and have the stature and credibility to interface at senior levels.

Collaborate closely with other client portfolio leaders to share best practices, identify synergies and business opportunities that will benefit our clients and the company growth and financial performance.

What You Bring to the Role 15 years of business leadership experience, preferably in the customer experience industry In depth knowledge of customer experience with enterprise level Retail industry clients Combine vision, strategy and tactics to systematically grow the organization and customer development goals through creativity, ethical behavior and business builder techniques.

Sophisticated understanding of the sales process, contact center operations, and financial metrics of successful service delivery while bringing a proven approach for how to optimize a large scale, distributed environment.

A problem solver with demonstrated success influencing, managing and being part of matrix organizations.

Accustomed to serving large / complex Fortune 500 clients in an extremely fast-paced environment Someone who galvanizes the team, excites the masses about one's vision / operational plan, and balances being a take-charge leader with having a collaborative approach COMPENSATION & BENEFITS The anticipated starting salary range for individuals expressing interest in this position is $170,000-$210,000.

This position is eligible to participate in a sales incentive program.

Actual compensation offers to a candidate may vary based upon geographic location, work experience, education and/or skill levels.

Benefits available to eligible employees include the following: Medical, dental, and vision Tax-advantaged health care accounts Financial and income protection benefits Paid time off (PTO) and wellness time off About TTEC For nearly 40 years and counting, we've combined service design, strategic consulting, technology platforms and operations excellence to deliver experiences that captivate customers and dramatically improve the bottom line.

We help companies reduce customer effort, enable contact center employees, and continuously optimize business outcomes through digital CX transformation.

TTEC is proud to be an equal opportunity employer where all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

TTEC embraces and is committed to building a diverse and inclusive workforce that respects and empowers the cultures and perspectives within our global teams.

We strive to reflect the communities we serve, by not only delivering amazing service and technology, but also humanity.

We make it a point to make sure all our employees feel valued, belonging, and comfortable being their authentic selves at work.

As a global company, we know diversity is our strength because it enables us to view things from different vantage points and every individual to bring value to the table in their own unique way.

But don't take our word for it, check out some of the diversity and women in leadership awards on .

d24ad0b8-823f-4e68-a892-2986ccdf7392


Remote working/work at home options are available for this role.
Not Specified
Client Success Executive, Group Health Insurance
Salary not disclosed
Bergen County, NJ 2 days ago

Client Success Executive – Employee Benefits (Post-Sale)

Senior Individual Contributor | Field-Based / Remote | Northern New Jersey

Local client travel + NYC office access


The Opportunity

  • True Benefit is hiring a Client Success Executive to own employer client relationships after implementation within an established ADP TotalSource PEO partnership.
  • This is a post-sale, post-implementation role—no prospecting, no selling, and no people management.
  • Your responsibility begins once the client is live and continues through the life of the account.
  • You’ll work closely with ADP TotalSource HR Business Partners (HRBPs) embedded with clients, serving as the primary benefits expert and relationship owner focused on service excellence, retention, and long-term client health.
  • This role is designed for an experienced benefits professional who values ownership, autonomy, and impact.


What You’ll Do

  • Serve as the primary post-sale point of contact for assigned employer clients
  • Partner closely with ADP HRBPs supporting clients at their locations
  • Own the client relationship with a focus on:
  • Retention and renewals
  • Service quality and escalation management
  • Proactive issue identification and resolution
  • Manage benefit changes, ongoing service needs, and carrier coordination
  • Identify and address at-risk accounts before issues escalate
  • Travel locally to client sites in Northern NJ with periodic travel to ADP’s NYC office


What We’re Looking For

  • 5–10+ years of experience in employee benefits account management, client success, or post-sale service
  • Strong, hands-on knowledge of group health insurance (small group experience preferred)
  • Proven ability to own client relationships independently
  • Comfortable in a field-based, client-facing role
  • Experience working with PEO, HCM, or employer-facing environments is a plus
  • Life & Health license (or ability to obtain within 90 days)


What This Role Is Not

  • No prospecting
  • No sales quotas
  • No people management


This role is about judgment, accountability, and follow-through.


Why True Benefit & Amwins

  • True Benefit is an operating company of Amwins Group, the largest wholesale insurance brokerage and group benefits firm in the world, placing over $45B in annual premium.
  • Amwins is privately held and employee-owned, offering stability, scale, and long-term career growth without unnecessary bureaucracy. & Benefits

    • Base salary: $135,000–$160,000
    • Target 30% bonus
    • Immediate, comprehensive benefits (no waiting periods)
    • Generous and flexible PTO
    • Long-term growth potential


    If you’re a senior benefits professional who prefers post-sale ownership and meaningful client relationships over sales activity, we’d welcome a conversation.

Not Specified
Manager, Client Programs and Events (Palo Alto, CA)
Salary not disclosed
San Francisco 6 days ago
Manager, Client Programs and Events Hybrid/Bay area, CA The Opportunity We are seeking a Manager, Client Program and Events to join our Firm.

This position will be based in our Bay area, CA office (hybrid).

The Manager, Client Programs and Events is responsible for the comprehensive management and execution of in-person and virtual client events supporting the organization's West Coast offices, with a primary focus on California-based programs for Palo Alto and Los Angeles.

This includes CLE seminars, webinars, dinners, receptions and other Business Development and Marketing initiatives that support the firm???s practices and client engagement.

Additional responsibilities include budget oversight, vendor management, event logistics, post-event analysis, and maintaining compliance with firm policies and industry standards.

The Manager, Client Program and Events: Oversees the planning and execution of client programs and events, including large-scale client events, CLE programming and special events, in the Palo Alto and Los Angeles offices.

Collaborates closely with the business development team, practice groups, and partners to ensure all events support the Firm???s strategic business development objectives and client engagement goals.

Works as a collaborative member of the global client events team, supporting and contributing to events in other offices as needed to ensure a consistent and exceptional client experience across the Firm.

Manages all aspects of event logistics, including venue selection, vendor management, contract negotiations, and on-site execution.

Develops and proposes innovative event concepts and agendas that align with practice group priorities and firmwide business development strategies, ensuring each event supports broader firm objectives.

Develops and manages event estimates and budgets to ensure cost-effective delivery.

Provides strategic guidance to partners and stakeholders throughout the event planning process, ensuring alignment with business objectives and client expectations.

Expected to generate new ideas and proactively identify opportunities for improvement, while following established team guidelines and best practices.

Conduct comprehensive post-event analysis, including ROI measurement and stakeholder feedback, to inform continuous improvement and future event planning.

Oversees Palo Alto and Los Angeles event-related data tracking and management, ensuring accurate and timely reporting of program and event-related KPIs for client reviews, annual practice reviews, and other knowledge strategy needs.

Contributes to global event tracking and reporting.

Ensures all CLE and educational programming complies with MCLE accreditation standards and advises staff on compliance requirements.

Mentor and support the professional development of junior team members, fostering a collaborative and high-performing team environment.

Monitor industry trends, competitor activities, and emerging event technologies to ensure the firm???s events remain innovative, competitive, and aligned with best practices.

Demonstrates exception interpersonal, written, and verbal communication skills.

Demonstrate effective crisis management and problem-solving skills, maintaining composure and ensuring successful outcomes when unexpected challenges arise during events.

Qualifications Knowledge of Firm operations, policies and procedures Knowledge of relevant Firm computer software programs (e.g., Outlook, Excel, PowerPoint), with the ability to learn new software and operating systems Demonstrates effective interpersonal and communication skills, both verbally and in writing Demonstrates close attention to detail Excellent analytical, troubleshooting, organizational, and planning skills Ability to handle multiple projects and shifting priorities Ability to handle sensitive matters and maintain confidentiality Ability to organize and prioritize work Ability to work well in a demanding and fast-paced environment Ability to work well independently as well as effectively within a team Ability to use discretion and exercise independent and sound judgment Broad and thorough knowledge of events planning functions Experience with database management (InterAction is a plus) Familiarity with legal business issues and Fortune 500 companies Strong writing and editing skills Personally handles more complex issues/duties requiring independent exercise of discretion and judgment Flexibility to travel Flexibility to adjust hours and work the hours necessary to meet operating and business needs Education and Experience Bachelor's Degree Minimum of seven years related experience in a law firm, professional services firm, or similar high-velocity client-service environment.

Benefits The overall well-being of our team is important to us.

We offer generous benefits to help you achieve wellness in all areas of your life.

Competitive salaries and year-end discretionary bonuses.

Comprehensive health care (medical, dental, vision), savings plan/401(k) and voluntary benefits.

Generous paid time off.

Paid leave options, including parental.

In-classroom, remote, and on-demand learning and professional development opportunities.

Robust well-being classes and programs.

Opportunities to give back and make an impact in local communities.

The starting base salary for this position is expected to be within the range listed under Salary Details.

Actual salary will be determined based on skills, experience (to the extent relevant) and other-job related factors, consistent with applicable law.

This position may be eligible for a discretionary year-end bonus.

Salary Details $155,000 ??? $180,000
Not Specified
IP Client Administrator
✦ New
Salary not disclosed
Washington, DC 1 day ago

We are seeking an experienced IP Client Administrator (Patent) to support assigned clients and practitioners in domestic patent prosecution matters. This role is responsible for preparing legal documents, maintaining docketing systems and files, coordinating with internal teams and clients, and ensuring data integrity across IP systems.

The ideal candidate is highly organized, detail-oriented, and able to operate independently in a fast-paced, service-focused law firm environment.

Key Responsibilities

Client & Practice Support

  • Build and maintain positive working relationships with assigned clients to ensure efficiency and satisfaction.
  • Serve as a liaison between clients, practitioners, and internal teams.
  • Provide administrative and practice support to practitioners and clients as needed.

Patent Prosecution Support

  • Prepare legal documents, reports, and correspondence related to domestic patent prosecution.
  • Prepare and file documents with the USPTO.
  • Assist practitioners with managing their patent dockets in accordance with firm procedures.
  • Review incoming correspondence (mail, email, docket notifications, client instructions) and take appropriate action.

Data & File Management

  • Maintain electronic files, records, and databases related to clients’ intellectual property.
  • Ensure accuracy, organization, and compliance with firm policies and procedures.
  • Support the development and maintenance of standard operating procedures, manuals, and client reference materials.

Process Improvement & Training

  • Identify opportunities to improve client processes and implement enhancements.
  • Provide guidance and training to firm personnel on client-specific procedures.
  • Assist with training development and knowledge sharing within the team.

Communication & Collaboration

  • Communicate effectively with clients, practitioners, and internal teams via phone and email.
  • Coordinate with colleagues and departments to ensure timely completion of work.
  • Maintain open communication with supervisors and stakeholders regarding client needs.

Additional Support

  • Conduct research using internal resources, legal references (e.g., MPEP), and the USPTO website.
  • Participate in pilot programs, system testing, and product implementations.
  • Support special projects and departmental initiatives.
  • Mentor or assist in training junior team members when needed.

Qualifications

  • Bachelor’s degree preferred
  • 3–6 years of domestic patent prosecution experience in a law firm or professional services environment (law firm preferred)
  • Strong understanding of USPTO procedures, patent prosecution terminology, and workflows
  • Excellent written and verbal communication skills
  • Strong organizational skills with high attention to detail
  • Ability to manage multiple tasks and prioritize effectively
  • Strong critical thinking and problem-solving abilities
  • Proficiency in:
  • Microsoft Outlook
  • Microsoft Word
  • Microsoft Excel
  • IP management / docketing software
Not Specified
Client Service Associate
✦ New
Salary not disclosed
Dubuque, IA 1 day ago
At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, Iowa, Colorado, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.

The Client Service Associate (CSA) plays a critical role in supporting financial advisors by delivering exceptional client service, managing administrative tasks, and ensuring operational efficiency. CSA's also support financial advisors and team by preparing reports, scheduling client meetings, opening and processing new accounts, handling client service requests, fielding client phone calls and questions, and completing other projects and duties as assigned. This position is ideal for a detail-oriented, client-focused professional who thrives in a fast-paced financial services environment.

As a Client Service Associate (CSA), you will:

Client Relationship Management:


  • Serve as the primary point of contact for clients regarding account inquiries, service requests, account maintenance and administrative needs.
  • Maintain and update client records in Salesforce
  • Schedule and confirm client meetings, prepare meeting materials, and follow up on action items.
  • Maintain information in the CRM system including entering meeting notes and performing account maintenance tasks.


Operational Support:


  • Process account openings, transfers, and maintenance requests.
  • Assist with money movements, including wires, ACH transfers, journals, and check requests.
  • Ensure compliance with firm policies and regulatory requirements.


Advisor Support:


  • Prepare reports, presentations, and documentation to support client reviews and financial planning.
  • Coordinate with internal departments (e.g., compliance, operations, trading) to resolve issues.
  • Monitor and track client service activities to ensure timely completion.
  • Interface with the custodian to open new accounts, update account information, fill out necessary forms and perform routine tasks such as updating mailing or other instructions.


Administrative Duties:


  • Manage advisor(s) calendars and schedule meetings.
  • Handle incoming calls, emails, and correspondence professionally and promptly.
  • Process and submit paperwork, checks, and securities in a timely manner, following to completion.


General Duties:


  • Attend department meetings and stay current on knowledge of Wealth Management policies, procedures, products, etc. in an ever-changing regulatory environment.
  • Maintain internal client file integrity.
  • Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of Nicolet.
  • Ability to understand the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification. A commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
  • Performs all other duties as assigned.


Qualifications:


  • High School diploma or equivalent experience. Administrative professional associate's degree or bachelor's degree in finance, Business Administration, or related field preferred.
  • 1-3 years of administrative experience.
  • Experience in the investment industry is preferred.


Benefits:


  • Medical, Dental, Vision, & Life Insurance
  • 401(k) with a company match
  • PT0 & 11 1/2 Paid Holidays


The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.

Equal Opportunity Employer/Veterans/Disabled
Not Specified
Registered Client Associate/Client Associate
✦ New
🏢 RBC
Salary not disclosed
New orleans, LA 1 day ago
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 Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to help our advisors manage and grow their business. Demonstrate a client first approach as you meet compliance standards, research and resolve problems, onboard new accounts, process and maintain account records, implement technology changes and prepare correspondence in a fast paced, professional and collaborative environment.

At RBC Wealth Management, your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in a way that matters to you.

What will you do?

  • Build and maintain professional relationships with clients by assisting them and answering account questions.
  • Take initiative to handle account inquiries and customer needs and escalate to financial advisors when appropriate.
  • Adhere to compliance standards by obtaining and maintaining appropriate account documentation and communicate with clients about items needed.
  • Facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires and ACH's in a timely manner.
  • Maintain confidentiality in accordance with RBC's Code of Conduct.

What do you need to succeed?

Must-have

  • Bachelor's degree or job-related experience
  • Strong soft skills including verbal and written communication, people, organizational, and client service skills
  • Attention to detail coupled with the mindset of how you can make advisors more efficient and effective
  • Series 7 and 66 (or 63/65) licenses or the willingness to get licensed within 12 months of hire
  • Ability to adapt to a rapidly changing business and technology environment

Nice-to-have

  • Current FINRA registrations
  • Financial services experience

What's in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

  • A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
  • Leaders who support your development through coaching and managing opportunities
  • Ability to make a difference and lasting impact
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • Opportunities to do challenging work
  • Opportunities to take on progressively greater accountabilities
  • Access to a variety of job opportunities across business

Job Skills

Customer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing Software

Additional Job Details

Location: New Orleans, United States of America

Work hours/week: 40

Employment Type: Full time

Platform: Wealth Management

Job Type: Regular

Pay Type: Salaried

Posted Date: 2026-01-15

Application Deadline: 2026-01-14

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

Not Specified
J.P. Morgan Wealth Management Private Client Advisor - Brea, Diamond Bar, Fountain Valley, CA and Surrounding Areas
✦ New
Salary not disclosed
Brea, CA 1 day ago
Private Client Advisor In Chase Wealth Management

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
Preferred Qualifications, Capabilities, and Skills
  • Certified Financial Planning (CFP) certification is preferred
  • Bachelor's degree preferred

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.

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.

Not Specified
J.P. Morgan Wealth Management - Private Client Advisor - Edina Branch - Edina, MN
✦ New
🏢 Chase
Salary not disclosed
Minneapolis, MN 1 day ago
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

Preferred qualifications, capabilities, and skills:

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

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.

Not Specified
Client Acquisition Manager
Salary not disclosed
Providence, RI 5 days ago

Friar Violet is a consulting and search firm. This role is for a client, an award winning law firm based in RI.


This leadership role shapes the first impression of our firm and plays a key role in our ongoing commitment to treating every client with dignity, compassion, and exceptional service.



Leadership, Coaching & Team Development

  • Lead, motivate, and mentor a large team of hourly Client Acquisition professionals, including remote team members.
  • Build a positive, team-oriented culture rooted in empathy, accountability, and extraordinary client service.
  • Provide ongoing coaching, call reviews, development plans, and feedback to strengthen performance and service quality.
  • Recruit, train, and develop intake staff to support team growth and operational continuity.
  • Conduct weekly forecasting, one-on-one performance meetings, and quarterly progress reviews with each representative.
  • Partner with the Leadership Team to define intake strategy, staffing needs, and long-term service goals.
  • Lead department-specific operational projects that advance efficiency, client experience, and service excellence.

Client Acquisition & Service Excellence

  • Oversee all activities related to nurturing new inbound leads and converting qualified leads into new clients for the firm.
  • Ensure every caller receives professional, compassionate, and timely service that reflects our firm’s values.
  • Monitor and elevate the quality of conversations, documentation, and client interactions.

Operations, Workflow & Process Improvement

  • Manage the day-to-day workflow of calls, leads, follow-ups, chats, texts, and emails.
  • Maintain consistency in scripts, qualification criteria, follow-up procedures, and compliance practices.
  • Implement technology upgrades, process improvements, and efficiency enhancements to support a high-performing intake operation.
  • Collaborate with other departments to ensure a smooth and effective new client onboarding experience.

Performance Management & KPI Oversight

  • Set, monitor, and report on daily, weekly, and monthly KPIs including:
  • speed to answer
  • lead response time
  • contact rate
  • qualified conversions
  • QA scores
  • productivity and service-level adherence
  • Use data to drive performance, staffing decisions, and process adjustments.
  • Manage all phases of client acquisition, investigate and resolve any areas of bottle necks, and oversee performance standards for the team.

What You Bring

  • BA/BS in Business or related field preferred.
  • 5+ years of successful sales, contact center, or client service team management, preferably supervising 10+ staff.
  • Proven success meeting or exceeding goals in a service-based or professional services environment.
  • Strong leadership and communication skills with demonstrated success motivating hourly teams.
  • Deep understanding of CRM systems, intake workflows, and sales/service best practices.
  • Highly customer-focused with the ability to anticipate client needs and respond with urgency, care, and professionalism.
  • Results-oriented with strong analytical skills and experience managing metrics, pipelines, and forecasting.
  • Experience with sales enablement or workflow technology.
  • High emotional intelligence with a demonstrated commitment to a client-first approach.
  • Law firm or professional services experience is strongly preferred.
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