Current jobs related to Client Service Sr. Associate - Charlotte - JPMorgan Chase & Co.

  • Client Services Associate

    2 weeks ago

    Charlotte, North Carolina, United States Dimensional Fund Advisors, L.P. Full time

    Job Summary:As a Client Services Associate at Dimensional Fund Advisors, L.P., you will play a vital role in supporting the client services teams to build, maintain, and strengthen our global client relationships. This position involves working directly with clients, prospects, and intermediaries to develop and expand personal and professional relationships....

  • Client Services Associate

    7 months ago

    Charlotte, United States RH-USA Inc Full time

    Job DescriptionRH 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, scaling and rendering their work more valuable across our integrated platform, enabling us to curate the most compelling collection of luxury home...

  • Client Service Associate

    1 week ago

    Charlotte, United States Disability Solutions Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...

  • Sr. Associate

    4 days ago

    Charlotte, United States Cognizant North America Full time

    About Us: Cognizant is one of the world's leading professional services companies, redefining clients' business, operating, and technology models for the digital era. Our outstanding industry-based, consultative approach helps clients envision, build, and run more innovative and efficient businesses. Headquartered in the U.S. Learn how Cognizant helps...

  • Client Service Associate

    4 days ago

    Charlotte, North Carolina, United States CorVel Healthcare Corporation Full time

    We are seeking a highly skilled Client Service Associate to join our team at CorVel Healthcare Corporation. As a key member of our organization, you will play a critical role in providing exceptional customer service and support to our clients.This is a remote position for the Charlotte, NC area. Candidate MUST be located in the greater North...

  • Client Service Associate

    3 weeks ago

    Charlotte, United States JPMorganChase Full time

    JOB DESCRIPTION Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cash management products and services. As a Client Service Associate within the Commercial Bank, you will resolve client requests while working...

  • Client Service Associate

    3 weeks ago

    Charlotte, United States JPMorganChase Full time

    JOB DESCRIPTION Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cash management products and services. As a Client Service Associate within the Commercial Bank, you will resolve client requests while working...

  • Associate Staffing | Income Tax Manager – Mergers

    3 days ago

    charlotte, United States Associate Staffing Full time

    CompanyOur Client, one of the largest consumer product companies in the US, is looking for an Income Tax Manager, M&A, to join their team. This is a hybrid role based in Charlotte, NC.Qualifications Bachelor’s Degree in Accounting, Master’s in Accounting or Tax preferred 6+ years corporate tax and accounting experience – public accounting preferred 3-5...

  • Associate, Client Services

    2 months ago

    Charlotte, United States Dimensional Fund Advisors, L.P. Full time

    Notes to applicants: Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid approach: We are together on our campuses Tuesdays, Wednesdays, and Thursdays and have the choice to work in the office or remotely, depending on what is best for that work day, on Mondays...

  • Client Service Associate

    1 month ago

    Charlotte, United States Raymond James Financial Full time

    Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver Client Service, Financial Advisor, Associate, Client Relations, Relationship, Customer Service, Retail

  • Sous Chef

    4 weeks ago

    Charlotte, North Carolina, United States SR COMPANIES LLC Full time

    Job Title: Sous ChefJob Summary:Sr. COMPANIES LLC is seeking a skilled and experienced Sous Chef to join our culinary team. As a key member of our kitchen staff, you will be responsible for preparing and cooking a variety of food for residents, families, and visitors. If you have a passion for delivering exceptional dining experiences and are skilled in...

  • Client Associate

    5 months ago

    Charlotte, United States Rockefeller Financial Full time

    About Rockefeller Capital Management: Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations...

  • Sr. Delivery Manager

    1 month ago

    Charlotte, United States ApTask Full time

    Role: Sr. Delivery Manager (Sr. Director) with Manufacturing Exp. Location: Charlotte , NC (Hybrid-Onsite) Duration: Fulltime NOTE: Working experience with service-based IT companies. Job Details: Clients expect the Delivery Manager (Sr. Director) to be a dependable liaison ensuring seamless communication and project management They count on the Manager to...

  • Sr. Delivery Manager

    1 month ago

    Charlotte, United States ApTask Full time

    Role: Sr. Delivery Manager (Sr. Director) with Manufacturing Exp.Location: Charlotte , NC (Hybrid-Onsite)Duration: FulltimeNOTE: Working experience with service-based IT companies.Job Details:Clients expect the Delivery Manager (Sr. Director) to be a dependable liaison ensuring seamless communication and project management They count on the Manager to...

  • Client Service Associate

    1 month ago

    Charlotte, United States Raymond James Financial, Inc. Full time

    **Description** **Job Summary** Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high...

  • Income Tax Manager – Mergers

    2 days ago

    Charlotte, United States Associate Staffing Full time

    CompanyOur Client, one of the largest consumer product companies in the US, is looking for an Income Tax Manager, M&A, to join their team. This is a hybrid role based in Charlotte, NC.Qualifications Bachelor’s Degree in Accounting, Master’s in Accounting or Tax preferred 6+ years corporate tax and accounting experience – public accounting preferred 3-5...

  • Income Tax Manager – Mergers

    3 days ago

    Charlotte, United States Associate Staffing Full time

    CompanyOur Client, one of the largest consumer product companies in the US, is looking for an Income Tax Manager, M&A, to join their team. This is a hybrid role based in Charlotte, NC.Qualifications Bachelor’s Degree in Accounting, Master’s in Accounting or Tax preferred 6+ years corporate tax and accounting experience – public accounting preferred 3-5...

  • Client Service Specialist

    4 weeks ago

    Charlotte, North Carolina, United States Raymond James Financial Incorporated Full time

    Job OverviewAt Raymond James Financial Incorporated, we're seeking a skilled Registered Client Service Associate to join our team. As a key member of our team, you'll provide exceptional support to financial advisors and their clients, ensuring seamless interactions and outstanding service.About the RoleThis is a full-time opportunity that offers a...

  • Client Services Coordinator

    5 days ago

    Charlotte, North Carolina, United States Capital Wealth Advisors Full time

    About the RoleWe are seeking a highly organized and detail-oriented Client Services Manager to join our team at Capital Wealth Advisors. As a key member of our office, you will play a critical role in servicing current and prospective client relationships.Key Responsibilities:Assist advisors in day-to-day activities to ensure a smooth and efficient work...

  • Client Relations Associate

    3 days ago

    Charlotte, North Carolina, United States Jackson Hewitt - 3517 Full time

    Job DescriptionWe are looking for a Client Relations Associate to be the friendly face for all those who visit our offices at Jackson Hewitt - 3517. As a key member of our team, you will ensure exceptional client experiences and provide essential support in a customer-focused role. Your responsibilities will include actively engaging with clients, confirming...

Client Service Sr. Associate

7 months ago

Charlotte, United States JPMorgan Chase & Co. Full time

Be a trusted member of the client’s service team. Each interaction you have is another opportunity for us to enrich client experience with . Morgan.

As a Client Service Senior Associate within Commercial Bank International Service Organization (CBISO) you will assist clients with their global banking needs and support them with Treasury products and services that they use to manage their business. If you are driven by the need to exceed client expectations and enjoy the camaraderie of a diverse, proactive team, we want to meet you. The right relationship is everything.

Job Summary: 

Daily responsibilities include but are not limited to frequent interaction with external clients and internal partners, working with various areas of the bank for client resolution, opening and monitoring assigned queries in the case management tool, following up on requests, and occasional telephone communication. Written communication through email is essential between clients and internal partners at all levels of the firm. In this position you will be responding to a multitude of queries from simple transactional items through treasury product maintenance and more complex problem-solving queries from clients and internal partners and will resolve through your research and communicate mostly through email. You will be expected to adhere to all departmental and Commercial Banking guidelines. 

Job Responsibilities:

Achieve best in class CSAT results by delivering extraordinary client service,  Fulfill transaction-related requests including but not limited to high-value and low-value payments research & investigations and any related payments and receivables inquiries for International Accounts Actively listen and identify the client’s needs via e-mail and or phone while tactically executing solutions on their behalf Follow established policies, practices and procedures and provide feedback for improvements,  Utilize product knowledge and understanding of differing country payment requirements and the firm’s payment systems to action and resolve requests appropriately, Act as a consultant, guide them through the process each step of the way and educate them on the self-serve opportunities that exist; project a confident and professional presence to our clients and internal partners, building trusted relationships  Prioritize daily workload to maximize productivity utilizing time management and organizational skills

Required Qualifications, Skills and Capabilities: 

Passion for delivering a consistent, stellar client and partner experience Comfort in a fast-paced, dynamic, client-facing environment Effective time management skills, including the ability to prioritize, work under pressure, and meet tight deadlines Excellent verbal and written communication skills, with the ability to tailor your message to the audience and use clear and concise language Curiosity and patience in analyzing product complexities when addressing client concerns Strong interpersonal and influencing skills, helping you to establish credibility and partner with colleagues

Preferred Qualifications, Skills and Capabilities: 

College degree preferred, and / or 4+ years of experience in client service, banking operations, technology, sales or portfolio management. Financial services experience is a plus. Understanding of international money movement and knowledge of international payments and receivables products and solutions Time management and prioritization skills Experience with collaborating and Influencing others, executive communications, Project Management and Process Improvement 

Final Job Grade and officer title will be determined at time of offer and may differ from this posting