client associate

Echo Wealth Private Limited

<p>A client Associate taking the ownership of client relationship deepening the wallet share, ensuring the over financial wellbeing of the assigned client.</p><p>The key job responsibilities include:</p><p>1. Managing the client relations.</p><p>2. Financial Plan presentation for the assigned clients and handholding them to understand their financial situation and helping them to meet their financial goals.</p><p>2. Promptly respond to client queries received through phone / WhatsApp / Email etc., roll out other communication like welcome mail, meeting minutes etc.</p><p>3. Up keep of client portfolios in My Planner</p><p>4. Proactive task management - Ensure uber service level by adhering to the specified TATs for every task.</p><p>5. Work with all internal verticals &amp; departments including Tax, Financial Planning, Operations, Estate Planning, Real Estate, etc, and ensure the client&rsquo;s objective are met timely.</p><p>7. Coordinate with external vendors, product manufacturers, including Mutual Fund Houses, Portfolio Managers, Life &amp; General Insurance Companies, Loan Service Providers etc., for pulling reports, MIS data, follow up on closures etc.</p><p>8. Strictly adhere to compliance and Regulatory monitoring</p><p>9. 5 Vacancies at Trivandrum, Kochi, Kottayam, Kozhikode<br/>10. Minimum 3year experience in Bank, Insurance, Broking, Mutual Fund.</p><p>11.B.com or MBA or 5 Years Experience</p><p>Job Types: Full-time, Fresher</p><p>Pay: From ₹25,000.00 per month</p><p>Benefits:</p><ul><li>Provident Fund</li></ul><p>Work Location: In person</p>

Client Associate

<div><div><div><div>United States - California</div>
</div><div><div>Business management, administration and support
</div></div><div><div>Global Wealth Management
</div></div><div><p><b>Job Reference #</b></p>
<div>335222BR</div>
</div><div><p><b>City</b></p>
<div>Pasadena</div>
</div><div><p><b>Job Type</b></p>
<div>Full Time
</div></div><div><p><b>Your role</b></p>
<div>Are you truly service oriented? Do you know how to take care of people?<br>
<br>
We&rsquo;re looking for a Client Associate to:<br>
<br>
<ul><li>Keep management systems up-to-date with client information</li></ul><br>
<ul><li>Educate clients on account services and capabilities</li><li>Leverage various communication channels to keep in touch with clients</li><li>Collect the right documentation for opening new accounts and process service requests
</li><li>Help with the preparation of reports and other materials for client meetings</li><li>Plan team marketing events and maintain marketing materials</li><li>Provide the team with a detailed calendar of activities</li></ul><br>
Detailed salary information:<br>
<ul><li>Pasadena: the salary range for this role is $65000 to $75000</li></ul>
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.</div>
</div><div><p><b>Your team</b></p>
<div>You&rsquo;ll be working with a dynamic, growing team in Burbank, CA. As a Client Associate, you&rsquo;ll play an important role within the team, leading client service focus.</div>
</div><div><p><b>Your expertise</b></p>
<ul><li>SIE, Series 7 and Series 66 required (or must be obtained within 180 days)</li><li>Ideally 2 years of experience in client service, finance or banking sector preferred
</li><li>Bachelor's degree (preferred), focusing on financial market</li><li>Excellent communicator, with solid interpersonal skills</li><li>Detail and service oriented (nothing gets past you)</li><li>Proficient in Microsoft Office Suite and other technologies</li></ul>
</div><div><p><b>About us</b></p>
<div>UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.<br>
We know that great work is never done alone. That&rsquo;s why we place collaboration at the heart of everything we do. Because together, we&rsquo;re more than ourselves. Want to find out more? Visit ubs.com/careers.</div>
</div><div><p><b>How we hire</b></p>
<div>We may request you to complete one or more assessments during the application process. Learn more</div>
</div><div><p><b>Salary information</b></p>
<div>US Only: The expected salary range for this role is $65000 to $75000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see &laquo;Your role&raquo; section for detailed salary information.</div>
</div><div><p><b>Join us</b></p>
<div>At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We&rsquo;re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That&rsquo;s why collaboration is at the heart of everything we do. Because together, we&rsquo;re more than ourselves.<br>
We&rsquo;re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.</div>
</div><div><p><b>Disclaimer / Policy statements</b></p>
<div>UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.</div></div></div></div><div></div>

Cohen Milstein Sellers & Toll

<div><p>Cohen Milstein is seeking an associate to join its Public Client Practice Group in its Washington, D.C. office. Attorneys with one to three years of litigation experience are encouraged to apply.</p><br>
<p>
</p><p>The Public Client Practice offers a unique opportunity for public-sector work in a private-sector setting. We represent government clients in significant matters requiring expertise in complex litigation. State attorneys general and major cities with enforcement authority comprise our largest client base. Our cases span a wide variety of business sectors, including the healthcare, pharmaceutical, technology, financial, and education industries. This position is an ideal match for a creative and disciplined litigator with a passion for public service. More information on the practice and firm can be found at www.cohenmilstein.com.</p><br>
<p></p>
<p>
A strong academic and professional background with excellent writing skills and analytic ability is required, as are the discretion and judgment needed to represent government clients and the ability to thrive in a fast-paced work environment. Applicants must be prepared to take a substantial role in the legal work associated with government investigations and litigation, including subpoenas, motions practice, legal briefs, depositions, all aspects of case development, formal discovery, and trial preparation.</p><br>
<p></p>
<p>
Candidates must be an active member of the DC Bar or commit to completing an application for membership to the DC Bar within 90 days of employment at the firm.</p><p><br>
We offer a comprehensive benefits and compensation package. The expected annual salary range (excluding bonus) for this position is between $154,000 and $168,000. Actual salary will be determined based on experience and other job-related factors.</p><br>
<p></p>
<p>
To be considered, please complete the application, and submit a cover letter, resume, writing sample and law school transcript. <b>Application materials should be submitted in the order outlined above, and as a single PDF document.</b><br>
</p><p></p><p>Cohen Milstein Sellers &amp; Toll is one of the largest plaintiff-side litigation firms in the country, with more than 100 attorneys working in a variety of practices across eight offices in the United States. We champion the causes of workers, consumers, small business owners, investors, and whistleblowers - working to deliver corporate reforms and fair markets for the common good. Our firm has earned an international reputation by litigating complex, high-stakes cases, many of which have resulted in landmark decisions on previously novel issues involving antitrust, securities, consumer rights, civil rights, employee benefits, human rights, and other far-reaching matters.</p><br>
<p></p>
<p>
Cohen Milstein does not discriminate on the basis of race, color, ethnicity, gender (including pregnancy), nationality, religion, age, disability, gender identity, sexual orientation, or any other protected characteristics when making hiring, promotion, or other employment decisions. We are committed to recruiting and retaining a diverse workforce and to providing reasonable accommodations for qualified individuals with disabilities in our job application process. We believe that our different perspectives and experiences enhance the quality of service we provide to clients and make the Firm a more vibrant and fulfilling place</p></div>

Public Client Associate

SPS Global

<div><p><b>Job Title:</b> <b>Mailroom Associate/Client Services Associate</b></p>
<p><b>
Reports To:</b> The <b>Mailroom Associate/Client Services Associate</b> will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership.</p><br>
<p></p>
<p><b>
Job Overview:</b></p>
<p>
The <b>Mailroom Associate/Client Services Associate</b> provides exceptional mail and shipping/receiving services, delivering operational functions in the following areas: processing of inbound/outbound mail, distributing/delivering mail, shipping and receiving products and supplies to support the onsite business service center in a timely manner.</p>
<p>
Overall, this position continuously offers the highest level of service to all client and SPS employees while maintaining a professional image of the company by providing prompt, courteous, and efficient service.</p><br>
<p></p>
<p><b>
Duties and Responsibilities:</b></p>
<ul>
<li>Provides 5-star customer service to all employees (in all forms of communication).</li>
<li>Receives inbound mail/packages and sorts incoming mail and inputs into chain of custody software package.</li>
<li>Operates mail machines including the postage meter, photocopying machine, and mail folding and inserting machine.</li>
<li>Maintains records of receipt, mailing dates, and other required information.</li>
<li>Manages outgoing mail/package transactions.</li>
<li>Performs duties associated with shipping and receiving of materials.</li>
<li>Notifies employees upon receipt of inbound deliveries.</li>
<li>Distributes mail/packages to company personnel.</li>
<li>Acts as point of contact for company personnel on mail/package inquiries.</li>
<li>Submit work orders for certain requests.</li>
<li>Maintains the Business Service Center area in a neat and orderly fashion.</li>
<li>Monitors level of office supplies on the floor and replenishing and orders accordingly.</li>
<li>Proactively seeks out additional work during downtime.</li>
<li>Builds professional relationships with customers and other teams.</li>
<li>Maintains professionalism and composure when interacting with all employees.</li>
<li>Trains back-up and providing guidance on policies and procedures.</li>
<li>Determines what additional support is needed when handling sensitive inquiries.</li>
<li>Provides exceptional customer service to client.</li>
<li>Provides reception or concierge (front of office) or hospitality (back of office) coverage as needed.</li></ul><br>
<p></p>
<p><b>
Competencies</b>:</p>
<ul>
<li>Strong verbal and written communication skills.</li>
<li>Excellent customer service skills.</li>
<li>PC skills MS Office Suite experience.</li>
<li>Ability to handle multiple tasks simultaneously.</li>
<li>Good organizational skills.</li>
<li>Working knowledge of MFD equipment.</li>
<li>Requires knowledge and understanding of shipping/receiving procedures and ability to comprehend instructions.</li>
<li>Possesses ability to work independently and is capable of completing projects.</li>
<li>Ability to determine correct method and packing material as well as validate packing slips for accuracy of incoming and outgoing materials.</li></ul><br>
<p></p>
<p><b>
Qualifications and Education Requirements:</b></p>
<ul>
<li>High School Diploma (or equivalent) required.</li>
<li>2+ years prior work experience preferred.</li>
<li>Ability to work assigned work hours determined by manager.</li>
<li>Flexible, Adaptable, and Dependable.</li>
<li>A Team Player.</li>
<li>Excellent organizational and time management skills.</li>
<li>Analytical abilities and aptitude in problem-solving.</li>
<li>Superb written and verbal communication skills.</li>
<li>Current knowledge or ability to learn computer-based systems required for functions of position.</li>
<li>Required to maintain an overall professional appearance and attitude.</li>
<li>Adhere to all policies and procedures required.</li></ul><br>
<p></p>
<p><b>
Physical Demands:</b></p>
<ul>
<li>Approximately 50% of the time this position requires the below physical demands.</li>
<li>Fine and/or gross motor skills, including the ability to grasp, lift and/or carry or otherwise move packages on a standard wheeled cart with a load capacity of 60 lbs.</li>
<li>Ability to walk, bend, kneel, stand, and/or sit for an extended period of time.</li>
<li>Manual dexterity is required for operating office machinery (phone, copy machines, binding equipment, etc.).</li>
<li>Ability to communicate and decern information effectively with onsite staff using vision, hearing, and oral/written comprehension.</li>
<li>Ability to lift or move 40 lbs. or greater frequently.</li></ul><br>
<p></p>
<p><b>
Travel: None or Negligible</b></p><br>
<p></p>
<p><b>
Other Duties:</b></p>
<p>
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.</p><p></p><div><p><b><br>
WHAT WE OFFER</b></p>
<ul>
<li><b>Career Growth: </b>An opportunity to enter a job that allows you to learn new skills or use a variety of them that may lead you to uncover other career opportunities!</li>
<li><b>Learning &amp; Development:</b> At SPS, we promote a work culture of learning so that you can develop to be the best at what you do!</li>
<li><b>We Recognize Talent:</b> We offer a variety of recognition programs for all levels of employees!</li>
<li><b>Benefit Offerings: </b>Medical, Dental, Vision, HCFSA, DCFSA, HSA, Commuter Transit and Parking, Supplemental Life Insurance, Accident Insurance, Critical Illness, Hospital Indemnity, Legal Program, Identify Theft Protection, Pet Discounts, Pet Insurance, Group Home and Auto Insurance, EAP, Short Term Disability, Life Insurance, Education Discounts, 401k w/ matching, Entertainment Discounts, &amp; Paid Time Off.
<ul><li>Note: Please inquire with the Human Resources team for benefit offerings per role as regular positions that routinely are under 30 hours/week may have a different benefit offering.</li>
</ul>
</li></ul><p><b>About SPS</b></p>
<p><b>
SPS</b> is an award-winning employer of choice offering outsourcing solutions that leverage Intelligent Automation (Artificial Intelligence &amp; Robotic Process Automation) in more than 22 countries across the globe. In North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge and Conference Room Management in addition to Document Processing Services utilizing leading edge technologies. Our clients today are companies in sectors such as banking, insurance, legal, higher education, advertising and other professional services, including many Fortune 500 companies. <b>SPS</b> is committed to delivering high caliber outsourcing experience to our clients and offering our employees challenging and exciting career opportunities throughout the North America region and globally. SPS is committed to investing in the professional development of our employees and offers competitive comprehensive benefits and diverse development training programs that lead to building careers.</p>
<p>
At SPS we embrace the uniqueness of our employees and are committed to the fair and equal treatment of all people, applicants, and employees by promoting a culture of access, inclusion, equity and diversity.</p>
<p><b>
SPS provides equal employment opportunities (EEO) to all employees</b> and applicants for employment without regard to race, color, religion, sex, sexual and reproductive health choices, national origin, age, disability, genetics, military status, gender identity or expression, sexual orientation and/or any other status protected by applicable law.</p>
<p><i>
Colorado only:</i><b> </b>We accept applications for an expected minimum of 5 days from the date it is posted. The posting may remain open longer as needed to ensure a robust and inclusive applicant pool.</p>
<p><b>
Applicants are prohibited from using real-time AI (Artificial Intelligence) tools, prompts, scripts, or real-time assistance (including but not limited to chatbots, AI-generated responses, or transcription-based tools) during any and all interviews over any forum or platform.</b></p>
<p><b>
SPS offers reasonable accommodations</b> in the hiring and employment process for individuals with disabilities. If you need assistance in the application or hiring process to accommodate a disability, you may request an accommodation at any time.</p>
<p><b>
To view our privacy policy, click on the link below: </b>Data Privacy Statement</p>
<p><b>
Acknowledgement Section: </b>By submitting an application, by hitting &quot;Submit Application&quot;, you certify that the information contained in this application is true and complete. You attest to the fact that the answers provided are correct to the best of your knowledge and ability. You certify that you have not knowingly withheld any information that might affect your chances for hiring. You understand that any false information or omission (including any misstatement) on this application or on any document used to secure this employment can be grounds for rejection of application or, if you are employed by SPS can be grounds for immediate termination from this company.</p></div></div><p></p>

Client Services Associate

Stifel

<div>Why Stifel:
<div>
Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.</div><div></div><div><br>
Let&rsquo;s talk about how you can find your place here at Stifel, <b>where success meets success</b>.</div>
What You'll Be Doing:
<div>
Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s).</div>
What We're Looking For:
<ul><li>Perform administrative functions related to opening client accounts and ongoing account coding based on account features chosen by the client.</li><li>
Work with the FA(s) and the client in obtaining the required documents based upon the type of account(s) established.</li><li>
Provide quotes and other account-related information to assist clients.</li><li>
Organize and assist in the maintenance of complete client account and trade- related records for the FA(s) and certain required files for the branch office.</li><li>
Perform operational or administrative functions for client related requests (i.e., check requests, wiring funds, address change, dividend information, etc.).</li><li>
Provide reports and other information to FA(s), as requested.</li><li>
Perform calling activities, not limited to existing clients, using scripts approved by a principal of Advertising and Graphics. Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.</li><li>
Accept and enter unsolicited orders from clients in states in which they are registered and may enter orders received directly from a FA who is registered in the client's state of residence.</li><li>
Identify situations that need to be brought to the attention of the FA(s) or escalated to the Branch Manager; including suspicious client and/or employee activity or behavior.</li><li>
Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.) and other duties and projects as assigned by the FA and/or Branch Manager.</li></ul>
What You'll Bring:
<ul><li>Knowledge of administrative clerical procedures and systems such as word processing, spread-sheet applications, managing files and records, and other office procedures and terminology.</li><li>
General understanding of the investment brokerage industry and securities regulations with basic knowledge of investment products.</li><li>
Able to organize, prioritize and manage multiple tasks, responsibilities and deadlines; is able to follow through and accomplish goals, manage expectations appropriately and use firm's resources efficiently.</li><li>
Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to practical problem solving.</li><li>
Knowledge of principles and processes for providing exemplary customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.</li><li>
The ability to communicate information and ideas in spoken or written form so that others will understand with excellent grammar and phone/office etiquette.</li></ul>
Education &amp; Experience:
<ul><li>Minimum Required: High School Diploma or equivalent</li><li>
Minimum Required: 2+ years investment industry experience</li></ul>
Licenses &amp; Credentials:
<ul><li>Minimum Required: Series 7 and 63 or 66</li></ul>
Systems &amp; Technology:
<ul><li>Proficient in Microsoft Excel, Word, PowerPoint, Outlook #LI-AS1</li></ul>
Compensation Range: Salary: USD $50,000.00/Yr. - USD $73,000.00/Yr.
<br>
<br>
Actual salaries may vary, and may be based on several factors, including but not limited to each candidate&rsquo;s qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel&rsquo;s overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition &amp; certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel&rsquo;s current offerings, please visit https://www.stifel.com/careers/benefits. Applications are accepted until the position is filled. About Stifel:
<div>
Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients&rsquo; money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.</div><div></div><div><br>
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let&rsquo;s talk about how you can find your place here at Stifel, where success meets success.</div><div></div><div><br>
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.</div><div></div><div><br>
Stifel is an Equal Opportunity Employer.</div></div>

Registered Client Service Associate

Belfast Gifts Trading LLC

<p><b>About Us</b></p><p>We are a dynamic company, founded in 1996, dedicated to delivering exceptional gifting products and experiences. We take pride in building lasting relationships with our clients and partners, and we are growing our team to meet increasing demand.</p><p>---</p><p><b>Role Overview</b></p><p>We are looking for a personable and driven Client Sales Associate to join our growing team. In this role, you will be the face of the company &mdash; visiting clients based on leads provided by our Business Development team, understanding their needs, and guiding them toward the right gifting solutions. If you are a people-person with a warm personality, a patient ear, and the drive to close deals, we would love to meet you.</p><p>---</p><p><b>Key Responsibilities</b></p><ul><li><b>⁠</b> ⁠Visit prospective and existing clients based on leads generated by the Business Development team</li><li>⁠ ⁠Build strong, trust-based relationships with clients through attentive and personable engagement</li><li>⁠ ⁠Listen carefully to client needs and preferences to recommend the most suitable products from our portfolio</li><li>⁠ ⁠Develop a thorough understanding of our product range and stay up to date with new offerings</li><li>⁠ ⁠Present products professionally and confidently during client visits</li><li>⁠ ⁠Follow up diligently with clients to address queries and move them through the sales process</li><li>⁠ ⁠Close deals and ensure a smooth handover to the Operations team for order fulfillment</li><li>⁠ ⁠Maintain accurate records of client interactions and visit outcomes in the CRM system</li><li>⁠ ⁠Provide feedback to the Business Development team on lead quality and client insights</li></ul><p>---</p><p><b>What We're Looking For</b></p><ul><li><b>⁠ ⁠</b>2&ndash;4 years of experience in client servicing, sales, or a customer-facing role</li><li>⁠ ⁠A pleasing, approachable personality with the ability to make clients feel comfortable and valued</li><li>⁠ ⁠Excellent listening skills &mdash; you ask the right questions and pay close attention to what clients truly need</li><li>⁠ ⁠Patient, composed, and able to handle objections gracefully</li><li>⁠ ⁠Eager and willing to learn our product range in depth</li><li>⁠ ⁠Proven ability to close deals and achieve targets</li><li>⁠ ⁠Strong verbal communication and interpersonal skills</li><li>⁠ ⁠Well-presented and professional in appearance</li><li>⁠ ⁠Proficiency in basic computer tools and CRM software</li><li>⁠ ⁠Valid UAE driving license is a plus</li><li>⁠ ⁠Bachelor's degree in Business, Sales, Marketing, or a related field (preferred)</li></ul><p>---</p><p><b>What We Offer</b></p><p><b>⁠ </b>⁠Salary range: Starting at AED 4,000 &ndash; AED 6,000 per month, depending on experience</p><p>⁠ ⁠Structured leads provided &mdash; no cold calling required</p><p>⁠ ⁠A supportive team environment with ongoing product training</p><p>⁠ ⁠Opportunities for growth within the company</p><p>Job Type: Full-time</p><p>License/Certification:</p><ul><li>Drivers License (Preferred)</li></ul>

Client Sales Associate

JPMorganChase

<div><b>JOB DESCRIPTION</b><p><br>
The JP Morgan Private Bank Client Center Team leads the operation of the firm&rsquo;s Client Centers around the world. Our Client Centers allow our banking teams to welcome their clients and conduct business in a sophisticated and secure environment. We are responsible for ensuring that guests and visitors have a first class experience from the time they enter to the time they leave.
</p><p>As a Client Center Associate in the Private Bank you will assist in leading the day-to-day operations of the Greenwich Client Center which is comprised of nine private meeting rooms. You will work in a complex, team-oriented, and fast-paced environment with bankers, product partners, and operations teams. Your role will involve managing the Client Center reservation books, overseeing daily meetings and events, implementing and developing protocols, liaising with catering partners and staff, managing financials, and assisting in project analysis and the opening of new satellite Client Centers.</p><p><b>
Job responsibilities</b></p><ul><li>
Manage the Client Center reservation books, including reporting and metrics</li><li>
Oversee Client Center&rsquo;s daily meetings and events, liaising with catering vendors and pantry staff.</li><li>
Implement, develop and follow Client Center protocols for all client meetings (meet and greet, security protocols, catering set-up, client management)</li><li>
Partner with local facilities and building management to maintain the client center environmental standards.
</li><li>Survey client experience and propose solutions based on feedback as needed</li><li>
Manage financials to ensure that budgets are met annually
</li><li>Liaise with staff on various administrative tasks such as but not limited to: invoice processing, scheduling maintenance calls with vendors and order kitchen, banquet and office supplies among others</li></ul><p><b>
Required qualifications, capabilities, and skills</b></p><ul><li>
Bachelor&rsquo;s degree required</li><li>
4+ years of hospitality, event management, marketing/press relations, non-profit, or facilities management experience</li><li>
Excellent time management and written/ verbal communication skills</li><li>
Proficiency in Excel, PowerPoint and Word</li><li>
Ability to work flexible hours and meet deadlines
</li></ul><b>ABOUT US</b><br>
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
</div><p></p><div><p>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
</p><div><p>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p>
<p>JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans</p><br>
</div></div></div><br>
<br>
<b>ABOUT THE TEAM</b><br>
<br>
J.P. Morgan Asset &amp; Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.</div>

Client Center Associate

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