What Is Remote Client Jobs in Usa

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Advisory Client Service Supervisor
Salary not disclosed
Green Bay, WI 2 days 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 Advisory Client Service Supervisor is responsible for overseeing the day-to-day management of the advisory client service and support team and is responsible for executing all tasks associated with the Client Service Associate role. The Advisory Client Service Supervisor plays a critical role in ensuring a seamless client experience by providing exceptional customer service while simultaneously supporting efforts to grow the client base and assets. This role places a strong emphasis on client onboarding, client experience, client service, training, team management, project management, reporting, and continuous improvement. The Supervisor is responsible for mentoring and training Client Service Associates, managing the review and completion of Standard Operating Procedures (SOPs), and ensuring the efficiency and effectiveness of processes within the team.

As an Advisory Client Service Supervisor, you will:

Leadership and Management:





  • Supervise and support the advisory client service associates, fostering a collaborative and high-performance team culture.



  • Provide coaching, mentoring, and development opportunities to team members.



  • Assign and monitor daily tasks, ensuring alignment with department goals and service standards.



  • Lead regular team meetings to communicate updates, share best practices, and address challenges.



Client Service:





  • Ensure seamless client onboarding and ongoing service delivery across the advisory business.



  • Monitor and enhance the client experience by identifying service gaps and implementing improvements.



  • Serve as a point of escalation for client service issues, working with internal teams and custodians to resolve concerns promptly.



  • Promote a client-first mindset throughout the team.



Advisor Support:





  • Prepare advanced reports, presentations, and documentation to support client reviews and financial planning.



  • Coordinate with internal departments (e.g., compliance, operations, trading) to resolve escalated issues.



  • Monitor and track client service activities to ensure timely and accurate completion.



  • Interface with custodians to open new accounts, update account information, and perform routine and specialized tasks.



Process Optimization and SOP Management:





  • Oversee the review, maintenance, and completion of Standard Operating Procedures (SOPs) to ensure consistency and compliance.



  • Identify opportunities for process improvement and implement changes to enhance operational efficiency.



  • Collaborate with the AVP and other stakeholders to align team workflows with broader organizational strategies.



Training and Support:





  • Develop and deliver training programs for new and existing client service associates.



  • Ensure team members are proficient in systems such as Schwab and Salesforce.



  • Facilitate cross-training to build team flexibility and coverage.



  • Maintain and update training materials and reference resources.



Project and Performance Management:





  • Lead or support department-level projects related to client service enhancements and operational improvements.



  • Track and report on key service metrics.



  • Provide regular updates to leadership on team performance, challenges, and successes.



  • Ensure compliance with internal procedures and regulatory standards.



Qualifications:



  • Bachelor's degree in finance, business administration, or a related field.

  • Minimum of five years of experience in financial services or client service. At least two years in a supervisory role preferred.

  • Active (or willing to sit for) Series 7, 63, and 65 or Series 7 and 66.



Benefits:



  • Medical, Dental, Vision, & Life Insurance

  • 401(k) with a company match

  • PTO & 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
Client Events Manager
Salary not disclosed
New York, NY 4 days ago

Manager Client Programs & Events

New York City (Hybrid – 3 days in office, flexibility required for events)


We are seeking an experienced Manager, Client Programs & Events to lead the planning and execution of high-impact in-person and virtual client events.

This role will oversee a wide range of programs including CLE seminars, webinars, client dinners, receptions, and strategic marketing initiatives that support business development and client engagement.

This is a highly visible role working closely with senior stakeholders, practice groups, and a global events team to deliver exceptional client experiences.

Key Responsibilities:

  • Lead end-to-end planning and execution of client programs and events, including large-scale and CLE programming.
  • Partner with business development teams, practice groups, and senior leadership to align events with strategic goals.
  • Manage event logistics including venues, vendors, contracts, budgets, and on-site execution.
  • Develop innovative event concepts and agendas aligned with business priorities.
  • Provide strategic guidance to stakeholders throughout the event lifecycle.
  • Conduct post-event analysis, ROI tracking, and reporting.
  • Ensure compliance with MCLE accreditation standards.
  • Mentor and support junior team members.
  • Monitor industry trends and emerging event technologies.

Qualifications:

  • Bachelor’s degree required.
  • Minimum of 7 years of experience in a Large Law firm environment.
  • Law firm experience required.
  • Strong project management, organizational, and communication skills.
  • Experience managing complex, high-profile events.
  • Ability to manage multiple priorities in a fast-paced environment.
  • Experience with CRM/databases (InterAction is a plus).
  • Flexibility to travel and adjust hours based on business needs.

This is an exciting opportunity for a strategic, hands-on events leader who enjoys working in a collaborative, high-performance environment and delivering best-in-class client experiences.

Not Specified
Client Success Associate (Associate Account Manager)
✦ New
🏢 WebMD
Salary not disclosed
Newark, NJ 2 hours ago
Client Services Professional

Medscape, a division of WebMD, develops and hosts physician portals and related mobile applications that make it easier for physicians and healthcare professionals to access clinical reference sources, stay abreast of the latest clinical information, learn about new treatment options, earn continuing medical education credits and communicate with peers. WebMD is an Equal Opportunity/Affirmative Action employer and does not discriminate on the basis of race, ancestry, color, religion, sex, gender, age, marital status, sexual orientation, gender identity, national origin, medical condition, disability, veterans status, or any other basis protected by law.

Job Summary

Medscape, a division of WebMD, is the leading online destination for physicians and healthcare professionals worldwide. Medscape develops and hosts physician portals and related mobile applications that make it easier for physicians and healthcare professionals to access clinical reference sources, stay abreast of the latest clinical information, learn about new treatment options, earn continuing medical education credits and communicate with peers. We're looking for an experienced and motivated client services professional to join our Client Success Organization. You will be responsible for building and maintaining strong post-sale/execution customer satisfaction, acting as the day-to-day lead on assigned accounts, and ensuring the timely and successful delivery of our solutions according to customer needs and objectives. This job is for you if you are an extremely organized individual, have the ability to manage multiple priorities, excel in a deadline-driven environment, and have strong communication skills with the ability to pivot.

Responsibilities

Build and maintain strong client relationships, including onsite presence as needed. Support overall client satisfaction by providing the highest caliber customer-service experience. Partner with Sales to help meet client and internal goals and improve overall business performance. Manage day-to-day partnership and collaboration with all departments from sale to execution and launch. Collaborate with internal teams including Project Managers throughout the development lifecycle to ensure overall project health, including asset review, internal kick off meetings, Client reviews, quality checks, etc. Support regular client-facing communications and adhering to client communication standards by preparing and distributing kick off materials, client status reports, contact reports, MLR meetings and follow ups, etc. Ensure the timely and successful delivery of Medscape solutions in collaboration with customer needs and objectives. Learn and exhibit a thorough understanding of Medscape process to achieve optimum efficiency and speed to market. Demonstrate comprehensive understanding of revenue delivery and supporting overall team revenue goals. Client travel as required.

Requirements

Bachelor's degree preferred or will consider related experience. Minimum of 1-2 years of experience with a combination of digital, agency and healthcare experience. Minimum of 1-2 years of experience in Account Management or Client Service.

Preferred Qualifications

Experience in pharmaceutical/HCP advertising, or healthcare, or medical/legal/regulatory review process strongly desired; equivalent experience in a highly regulated industry may substitute. Familiarity with HCP-based clients including MLR process. Understanding of digital advertising. Ability to thrive in a fast-paced, collaborative environment.

Salary Range

$58,500-65,000. This position is also eligible for a discretionary company bonus, based upon business results.

Benefits

Employees in this position are eligible to participate in the company sponsored benefit programs, including the following within the first 12 months of employment: Health Insurance (medical, dental, and vision coverage), Paid Time Off (including vacation, sick leave, and flexible holiday days), 401(k) Retirement Plan with employer matching, Life and Disability Insurance, Employee Assistance Program (EAP), Commuter and/or Transit Benefits (if applicable). Eligibility for specific benefits may vary based on job classification, schedule (e.g., full-time vs. part-time), work location and length of employment.

Not Specified
Manager Client Programs and Events
✦ New
🏢 Engage Partners Inc.
Salary not disclosed
Palo Alto, CA 1 day ago

Manager, Client Programs & Events

Hybrid | Palo Alto, CA

The Opportunity

A leading global law firm is seeking a Manager, Client Programs & Events to join its Business Development and Marketing team in Palo Alto (hybrid).

This role supports client engagement initiatives across West Coast offices, with a focus on California-based programs in Palo Alto and Los Angeles.

The Manager will lead the planning and execution of high-impact client programs and events, including CLE seminars, webinars, receptions, dinners, and other business development initiatives that strengthen client relationships. This is a great opportunity for a strategic events professional who thrives in a fast-paced professional services environment, enjoys collaborating with senior stakeholders, and is passionate about creating meaningful client experiences.

Key Responsibilities

  • Plan and execute in-person and virtual client programs, CLEs, and special events.
  • Partner with business development teams, practice groups, and leadership to align events with client development goals.
  • Manage event logistics including venues, vendors, contracts, and onsite execution.
  • Develop event concepts, agendas, and programming to support business development initiatives.
  • Prepare and manage event budgets, tracking costs and ensuring efficiency.
  • Provide guidance to stakeholders and conduct post-event analysis to inform future programs.
  • Track and report event data and KPIs for leadership and practice initiatives.
  • Ensure CLE and educational programs meet accreditation and compliance requirements.
  • Mentor junior team members and foster a collaborative team environment.
  • Monitor industry trends and emerging technologies to maintain innovative programs.

Qualifications

  • Strong experience in event planning and client program management in professional services.
  • Excellent interpersonal, communication, and project management skills.
  • Ability to manage multiple priorities in a fast-paced environment.
  • Strong analytical and problem-solving skills, with discretion handling sensitive matters.
  • Proficiency in Microsoft Office; experience with CRM/database platforms (InterAction a plus).
  • Familiarity with legal industry business development practices is highly valued.
  • Flexibility to travel and adjust work hours as needed.

Education & Experience

  • Bachelor’s degree required
  • Minimum 7+ years of experience in event management, client programs, or business development within law firms with client-focused environments.

If you’re passionate about creating exceptional client experiences and leading high-profile events, we want to hear from you.

Not Specified
Client Executive-Telecom
✦ New
Salary not disclosed
Seattle, WA 1 day ago

Meet Our Team:

Pegasystems is a global leader in enterprise workflow automation and decisioning. Our Client Executives drive strategic, high value engagements with C-suite leaders and influence sales strategy, talent development, and product direction.

Picture Yourself at Pega:

You’ll lead the most complex enterprise opportunities, advising C-level executives on digital transformation while shaping industry conversations through thought leadership. You’ll drive Pega’s more strategic client transformation initiatives, build executive networks, and lead prospecting strategy—owning the full sales cycle from pipeline creation to close.

What You'll Do at Pega:

• Lead high value, complex enterprise sales cycles helping advise C-suite leaders on digital transformation

• Drive AI and ecosystem thought leadership while providing market intelligence to influence product strategy

• Demonstrate hunting ability working within strategic accounts to open up new business and build off existing footprints

• Represent Pega at key industry events

• Lead client change management efforts to shape sales methodology and prospecting best practices

• Build C-level networks and inbound thought leadership

• Partner with marketing on demand generation initiatives and leverage ecosystem partners for enterprise referrals and co-selling

Who You Are:

A proven leader in enterprise software, AI and digital transformation, skilled in consultative selling, executive relationship building, complex change management, and ecosystem orchestration. You thrive in strategic, insight driven C-suite engagement and enterprise prospecting.

What You've Accomplished:

• 10+ years enterprise software sales experience

• Strong success with complex, strategic accounts hunting for new logos and within existing accounts

• Experience strategically prospecting/radiating in complex accounts

• Recognized thought leadership (speaking, content, awards)

• Trusted advisor to C-level executives

• Influence on product direction through client feedback

• Leadership of major client transformation initiatives

Pega Offers You:

• Market leading Forrester and Gartner technology and referenceable clients

• A high impact, collaborative sales environment

• Executive visibility and influence on strategic accounts

• Competitive base, uncapped commission with aggressive accelerators, and equity

• Comprehensive benefits that support work life balance


Additional Information

Base salary range for this role is 128,700 - 196,000 USD annually. This role may also be eligible for annual bonus OR commission, as well as benefits and other incentives.

The final compensation will be determined during the offer process based on the candidate's education, experience, skills, and qualifications, as well as market conditions and may vary from the posted range. We will share an information on benefits, bonus/commission, and other pay components for this role at the relevant recruitment stage.

AI in Action – Pega embraces the power of artificial intelligence. We encourage all employees to actively engage with AI technologies and continually explore ways to responsibly integrate AI into our products and processes. We may support parts of our recruitment process with automatic processing and, if required by law, you may in such cases have the right to request human intervention, challenge the outcome of such processing and comment on it.

Culture – At Pegasystems, we foster an environment where people feel valued and empowered to contribute their best. With global clients across industries and regions, we know our success depends on the unique perspectives, experiences, and talents of our people. Ours is a workplace where everyone can grow, collaborate, and deliver meaningful outcomes.

We encourage candidates from all backgrounds and experiences and focus on the core competencies and mindset needed to thrive in a role.

As an Equal Opportunity employer, Pegasystems will not discriminate in its employment practices due to an applicant's race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, veteran or disability status, or any other category protected by law.

Export Compliance – For positions requiring access to technical data subject to export control regulations such as this, Pegasystems may need to obtain export license approval from the U.S. Government and EU Authorities for certain individuals.

Accommodations – If you require reasonable accommodations under the Americans with Disabilities Act (US only) or comparable regional regulations in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please contact us here or contact (US only) 1-888-PEGA-NOW and/or 225 Wyman Street Waltham, MA 02451 ATTN: Benefits.

Labor Condition Applications

GDPR Candidate Privacy Notice

Pegasystems Limited UK Gender Pay Gap Statement

EEO/AA Policy Statement

Your Employee Rights Under the Family and Medical Leave Act

E-Verify Notice

Employee Polygraph Protection Act Rights

Not Specified
Client Service Representative, Route 66 VECCC
17-20 Hourly Wage
Client Service Representative
Compensation: $17 - $23 pending experience & skillset
Overnight Shift Differential: $3/hr 
 Are you a compassionate, enthusiastic "people person" with a love for animals? Do you thrive in a dynamic environment where every day brings new challenges and opportunities to make a difference? If so, Route 66 Veterinary Emergency & Critical Care Center (VECCC) wants YOU to be our next Client Service Representative.

About the Role:
As a Client Service Representative, you will play a crucial role in supporting our emergency and critical care departments while welcoming and assisting our guests.
Responsibilities Include (but not limited to):
  • Educate and Support: Inform clients and referring veterinarians about our comprehensive services and provide compassionate support over the phone and in person.
  • Appointment Coordination: Assist clients in scheduling appointments at our multi-specialist hospital, ensuring a seamless and efficient process.
  • Communication Mastery: Handle reminder and follow-up communications with finesse, utilizing both phone and email to keep clients informed and engaged.
  • Record Keeping: Accurately update and maintain client/pet records and files, ensuring a meticulous approach to detail.
  • Cash handling and end-of-day financial reconciliation
Compensation:
  • $17 - $20 pending experience & skillset
  • 3/12 or 4/10 shifts available
  • Overnight Shift Differential: $3/hr 
Schedule:
  • 4 X 10 hour shifts 
  • Various shifts available. Apply to learn more!
What You Can Expect:
At Route 66 VECCC, we believe in taking care of you so you can provide the best care for our beloved pets.
  • We value your well-being: Enjoy flexible leave policies, mental health awareness support, and a unique team-oriented work culture that promotes happiness and health in body, mind, and spirit.
  • We value your professional growth: We are committed to mentoring our team to help you reach your full potential.
  • We have a friendly/inclusive culture: Step into an environment where mutual respect and kindness thrive. You'll work in a stimulating, high-volume environment alongside colleagues who are eager to share their expertise.
What We're Looking For:
  • Exceptional First Impressions: Are you the person who effortlessly leaves a positive and lasting first impression? We want you! The ideal candidate will possess outstanding communication and customer service skills, ensuring our clients and referring veterinarians feel valued and supported.
  • Adaptability and Multitasking: In our fast-paced environment, versatility is key. If you thrive on multitasking and can navigate unexpected situations with ease, you're the problem solver we're looking for.
  • Customer Service Excellence: If you've excelled in customer service, you know the importance of building positive relationships. Your ability to provide outstanding service aligns seamlessly with our commitment to delivering an exceptional client experience.
  • Flexibility and Adaptability: Be a team player who thrives in a collaborative environment, adapting to situations where protocols may not apply and handling unanticipated tasks with grace.
Why Choose Route 66 VECCC?
At Route 66 VECCC, we value autonomy -we believe in empowering our team members to take ownership of their work and make meaningful contributions.

From day one, our onboarding process sets you up for success. You'll receive continued support throughout your training as you navigate your role.  Our monthly team introductions provide a unique opportunity to connect with your colleagues in a class setting, fostering a sense of camaraderie and community from the outset. While we strive for a welcoming and inclusive atmosphere, we are committed to ensuring that everyone feels respected and valued.

We encourage initiative and support your professional growth every step of the way. Our structured career path program helps you chart your course within the company. Whether you aspire to transition to a different department or advance in your current role, we're here to help you achieve your goals.
We're excited to welcome individuals who are passionate about making a difference in the lives of animals and their owners.

Benefits We Offer:
At Route 66 VECCC, we value our team members and offer a comprehensive benefits package, including:
  • 401(k) with matching contributions
  • Health, dental, and vision insurance
  • Life insurance coverage
  • Paid time off (PTO) for work-life balance
  • Flexible scheduling options
  • Employee discounts on veterinary services
  • Professional development assistance and ongoing training
  • License reimbursement
Apply now and embark on a rewarding career where you can make a real difference in the lives of pets and their families!
 For more information about our hospital, please visit  Ethos Veterinary Health is at the forefront of innovation and world-class medicine. As the premier network of over 140 specialty and emergency hospitals across North America, Ethos brings together a dedicated community of more than 1,500 specialized doctors providing care for nearly 2 million pets annually. The integrated and collaborative network of veterinary professionals utilize state-of-the-art technology and a scientific, evidence-based approach to deliver compassionate, unparalleled care and rewarding careers. Committed to revolutionizing veterinary medicine, Ethos sets the standard in veterinary excellence. Discover more at .
Ethos Veterinary Health offers a comprehensive benefits program including medical, dental, vision, a 401k with employer match, and paid time off (including sick time) for all eligible employees.  The team can provide more information about compensation and benefits for your specific location during the process.  For positions based in Colorado, Ethos provides eligible employees with paid sick and safe leave and public health emergency leave in accordance with the requirements of Colorado's Healthy Families and Workplaces Act.
Ethos is an Equal Opportunity Employer. Ethos does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment is decided based on qualifications, competence, merit, and business need.
PM19


 

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Compensation details: 17-20 Hourly Wage



PI2fafc07e32c1-3631

permanent
Client Accounting Specialist I - AP (Tier II)
Salary not disclosed
Rochester, NY 2 days ago
Job Title: Client Accounting Specialist I - AP (Tier II)

Location: West Henrietta, New York, 14586


Duration: 6 months (Aprox)

Work Schedule: Monday - Friday, 9:00 AM - 6:00 PM


Description:

We are seeking a detail-oriented and proactive Accounts Receivable Associate to provide back-office support to our clients. This role is responsible for posting daily cash receipts, ensuring accuracy across all invoices, and identifying potential fraud through verification processes. The ideal candidate will thrive in a fast-paced environment and demonstrate strong analytical and organizational skills

Key Responsibilities:


  • Accurately post all incoming cash to the correct client accounts and invoices based on remittances provided.
  • Ensure all cash is processed and posted within the same business day.
  • Verify that all invoices have appropriate backup documentation and seek clarification on any discrepancies.
  • Follow up with internal teams to resolve missing or incorrect information.
  • Research, reconcile, and analyze all data received to ensure financial accuracy and compliance with company standards.
  • Maintain consistency and accuracy in accounting and financial transactions, adhering to internal controls and policies.
  • Monitor for and help identify potential fraudulent activity during verification processes.


Skill Requirements


  • Minimum 2 years of Accounts Receivable experience (high-volume cash application experience preferred).
  • High school diploma required
  • Strong understanding of accounting principles, particularly in accounts receivable processes.
  • Proven ability to manage a high volume of payments efficiently and accurately.
  • Proficient in Microsoft Excel and other accounting systems/software.
  • Excellent verbal and written communication skills.
  • Strong analytical, organizational, and time management skills.
  • Detail-oriented, customer-focused, and able to work under pressure with minimal supervision.


Education & Experience:


  • High school diploma required.
Not Specified
Commercial Lines Associate Client Representative
Salary not disclosed
Woodbury, NY 2 days ago

Position Summary
The Associate Client Representative supports the daily management of a high-volume Commercial Lines book of select business. Under the direction of a lead servicer, this position consistently provides excellent customer service to external and internal clients to ensure client satisfaction and retention.
Primary Responsibilities

  • Supports lead servicer in effectively managing a high-volume book of business ensuring all required tasks are completed accurately and on-time to meet the client needs.
  • Set up and maintain accurate account details, contacts, and policy information in EPIC
  • Attach, organize, and name documents in EPIC
  • Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, proposal letters, change requests, proofs of insurance etc.
  • Endorse policy in EPIC
  • Create activities in EPIC and assign applicable team-member.
  • Order loss runs

Work Experience
  • 0-2 years experience in Commercial Property and Casualty

Professional Licenses/Certifications
  • Licensed or obtaining state Property & Casualty insurance license within a specified time frame

Essential Skills/Competencies
  • Knowledge of Excel, Word, and other MS Office products to include basic formatting
  • Able to learn coverage fundamentals.
  • Dedicated to meeting the expectations and requirements of co-workers and clients. Able to quickly find common ground and solve problems.
  • Seeks to obtain industry information, new product information, coverage, and technology to continuously improve knowledge performance.
  • Strong written, oral, and interpersonal communication skills.
  • Able to follow a well-established and familiar set of activities and/or process to derive a solution.
  • Sets priorities and manages workflow to ensure effective, timely, and efficient service delivery.
  • Works to achieve stated objectives and delivers results at the close direction of a senior team member.

Education
  • HS Diploma or equivalent


Physical Demands & Working Conditions
Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally.
Equal Employment Opportunity
At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
To Executive Search Firms and Staffing Agencies
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Worlds property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Worlds Human Resources Talent Department.
Compensation
This is a New York based position with a competitive benefits package. The base salary ranges from $50,400 to $66,200, with bonus eligibility. Actual compensation will depend on experience, qualifications, and business needs. Learn more about our careers at: .
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Not Specified
J.P. Morgan Wealth Management Private Client Advisor - Brea, Diamond Bar, Fountain Valley, CA and Surrounding Areas
Salary not disclosed
Brea, CA 2 days 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
Client Service Coordinator - 001085
Salary not disclosed
Largo, FL 2 days ago
Client Service Coordinator

The Client Service Coordinator (\"CSC\") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner, influencing clients to return and refer their friends and families.

Live and exemplify the Five Principles of Mars, Inc. within self and team. Actively recruit new clients by promoting hospital services and route the flow of clients and pets to ensure superior client care and maximum productivity of the veterinary medical team. Maximize the number of pets seen by the hospital team through a productive and efficiently run hospital to support the needs of our wellness plan clients. Provide professional, efficient and exceptional service at all times. This includes encouraging hospital visits, welcoming clients and pets, ensuring that they are comfortable in the hospital, and educating them about their pet's health. Educate clients about Optimum Wellness Plans, preventative care, pet health needs and hospital services Assist incoming clients by completing the required documentation, entering all pet information and history in the computer, utilizing proper collars and tags for identification, and ensuring prompt service. Assist outgoing clients by providing all necessary instructions, information and invoices, dispensing prescription items per the veterinarian's instructions, selling retail products and scheduling future appointments. Manage the finances by maintaining accurate balances and utilizing proper opening and closing procedures. Conduct administrative functions as necessary. Other job duties as assigned.

MUST HAVE PRIOR SCHEDULING EXPERIENCE AND ABILITY TO WORK ANY DAYS OR HOURS

The pay range for this role is $15.00 - $18.69 Hourly. The pay range listed reflects a general hiring range for the area, with the specific rate determined based on the candidate's experience, skill level, and education, and may vary depending on location or applicable minimum wage laws.

Here at Banfield, we prioritize your well-being and professional growth by offering a comprehensive total rewards package, including health, wellness, and financial support for you, your family, and even your pets. Check out some of our \"Meow-velous\" benefits:

  • Comprehensive Medical, Dental, and Vision Insurance: Enjoy peace of mind knowing your health and wellness are our top priorities. We've got your essential medical, dental, and vision care covered.
  • Generous Retirement Plans (401(k) and Roth): Invest in your future and enjoy a generous company match to help you build a secure financial future.
  • Best-in-Class Student Debt Relief Program (for Full-Time DVMs): At Banfield, we understand the significant financial burden of student debt on veterinarians. We are committed to supporting our veterinary professionals and believe that addressing student debt is crucial for the long-term health of the veterinary profession.
  • Paid Time Off and Holidays: Take a break, recharge your wellbeing, and celebrate days of personal significance with paid time off and holidays.
  • Top-Tier Mental Health and Wellbeing Resources: Your mental health matters. Access our industry-leading resources, including free coaching and counseling sessions, to support your overall wellbeing and help you thrive.
  • Associate Life Insurance (company-paid) & Supplemental Life Insurance: Protect your loved ones with our company-paid Associate life insurance and have the option to purchase additional coverage for extra peace of mind.
  • Company-Paid Short- and Long-Term Disability: Feel secure knowing that if you face a temporary or long-term disability, you'll have financial protection.
  • Flexible Spending Accounts (FSA): Save on healthcare and dependent care expenses by setting aside pre-tax money. It's a smart way to manage your budget and take care of your needs.
  • Health Savings Account (HSA): Make the most of your healthcare dollars with a tax-advantaged HSA, allowing you to pay for medical expenses with pre-tax funds.
  • Paid Parental Leave: We support growing families with paid parental leave for both birth and adoption, giving you precious time to bond with your new family addition.
  • Continuing Education Allowance (for Eligible Positions): Banfield is committed to supporting the professional growth of our Associates. This allowance provides financial assistance to pursue continuing education opportunities.
  • Back-Up Child and Elder Care & Family Support Resources: When life's unpredictable moments arise, our backup care and family support benefits provide the help you need to keep things running smoothly.
  • Fertility and Family Building Support: We're here for you on your journey to parenthood, offering comprehensive support for fertility treatments and family-building options.
  • Digital Exercise Therapy: Stay active and healthy with our digital exercise therapy program, designed to fit your busy lifestyle, and keep you moving.
  • Voluntary Protection Benefits: Get peace of mind with protection against the unexpected. You can purchase coverage to help support you financially during hospital stays, critical illness, and accidents.
  • Legal Plan: Gain extra peace of mind with our affordable and accessible legal plan which includes coverage for a wide range of legal needs.
  • Identity Protection: Identity Protection helps safeguard your personal information by alerting you to suspicious activity and providing support if your information is stolen.
  • Commuter Benefits: Say goodbye to commuting stress with our commuter benefits, making your daily journey more convenient and cost-effective.
  • Three Free Optimum Wellness Plans for Pets: We care about your furry friends too! Enjoy three free wellness plans to ensure your pets receive the best preventive and general care.
  • Exclusive Discounts: Unlock a world of savings with our wide variety of exclusive discounts on products and services, making life more affordable and enjoyable.

Benefits eligibility is based on employment status. Full-time (FT) Associates are eligible for all benefit programs (Student Debt Program available for FT DVMs only); Part-time Associates are eligible for those benefits with an asterisk (*).

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