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client service associate i - custody operations

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client service associate i - custody operations Jobs in Tampa

client service associate ii custody operations

JPMorganChase

<div><b>JOB DESCRIPTION</b><p><br>
Are you ready to make an impact in Securities Services? Join our Custody Client Facing team and help deliver exceptional support to institutional investors worldwide. Be part of a collaborative, innovative environment where your strategic thinking and client focus will drive results.</p><p>
As a <b>Client Service Associate II</b> in our <b>Securities Services Custody Client Facing team</b>, you will provide institutional investors with access to global markets for settlements, safekeeping, and asset servicing of securities, as well as ancillary services such as foreign exchange, collateral, derivatives lifecycle management, bank loans, and liquidity solutions. You&rsquo;ll work closely with business partners, adapt to a dynamic environment, and play a key role in supporting our core client segments, including asset managers, asset owners, insurance/GSEs, banks/broker dealers, and hedge funds.</p><p><b>
Job responsibilities</b></p><ul><li>
Provide excellent client service and support to internal and external clients daily</li><li>
Monitor client inquiries, resolve non-routine issues, and partner with internal teams to resolve exceptions promptly</li><li>
Perform root cause analysis to increase straight-through processing and build strong stakeholder relationships</li><li>
Partner with global teams and technology to identify product enhancements and technology improvement opportunities</li><li>
Collaborate with Client Service Teams to manage client expectations and deliver unparalleled client experiences</li><li>
Provide operations subject matter expertise and value-added services to clients as needed</li><li>
Organize and prioritize work to meet tight deadlines and deliverables</li><li>
Anticipate issues and proactively drive initiatives to ensure results</li><li>
Adapt to a changing business landscape and manage multiple priorities</li><li>
Lead and influence process improvements and control enhancements</li></ul><p>
</p><p><b>Required qualifications, capabilities, and skills</b></p><ul><li>
Bachelor&rsquo;s degree or equivalent experience</li><li>
Knowledge of financial markets, trade lifecycle, and settlement practices</li><li>
Excellent verbal and written communication skills; able to interact with all staff levels and technical teams</li><li>
Strong analytical and problem-solving skills, with a proactive mindset to drive change and enhance controls</li><li>
Ability to operate effectively in a deadline-driven, fast-paced environment with flexibility to adapt as needed</li><li>
Experience with business intelligence tools (e.g., Tableau, Alteryx, UiPath, OwlDQ); comfortable working with data</li><li>
Strategic thinker with practical execution skills and a control-focused agenda</li><li>
Ability to manage through change and deliver results independently</li><li>
Strong organizational skills with the ability to prioritize and identify big ideas</li></ul><p>
</p><p><b>Preferred qualifications, capabilities, and skills</b></p><ul><li>
Prior custody operation services, markets, or prime brokerage operational experience, including supervisory functions</li><li>
Understanding of SWIFT, Cross Border Payments, Foreign Exchange, Reconciliation rules, and Global Custody</li><li>
Self-starter with the ability to learn quickly and lead initiatives</li><li>
Experience working closely with business partners and influencing at all levels of the organization</li></ul><p>
</p><p>Candidates selected for hire will be based on their skillset, across multiple grade levels within this pipeline</p><p><b>
With planned real estate expansion for JPMorganChase, this role is subject to change locations within the Tampa region</b></p><p>
</p><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&rsquo;s Commercial &amp; Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial &amp; Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.</div>

Client Service Associate II - Custody Operations

<div><b>JOB DESCRIPTION</b><div><p><br>
You are a strategic thinker who is passionate about delivering exceptional support for Clients in Security Services, Custody Client facing, then this is the Job for you.</p><p>
As a <b>Client Service Associate</b> <b>I </b>in our <b>Securities Services Custody Client Facing team, </b>you will provide Institutional investors access to markets globally for settlements, safekeeping and asset servicing of securities, along with ancillary services such as Foreign Exchange collateral, derivatives lifecycle management, bank loans, and Liquidity Solutions. This product suite, along with our Markets business, helps service our core client segments: Asset Managers, Asset Owners, Insurance/GSEs, Banks/Broker Dealers and Hedge Funds and Alternatives. Custody Operations is a cross product team covering trade instruction capture, settlement; fail management, cash instruction capture, projections, overdrafts, asset servicing instruction capture, dividends, foreign exchange, collateral, derivatives lifecycle management and bank loans for large institutional clients.
</p><p><b>Job Responsibilities</b></p><ul><li>
Provide excellent client service and support to internal and external clients daily</li><li>
Monitor internal and external client inquiries, resolve non-routine issues and closely partner with internal teams to resolve any exceptions in a timely manner</li><li>
Perform root cause analysis for clients to increase straight through processing, with a focus to establish and maintain relationships with all stakeholders</li><li>
Partner across wider global team and technology to identify product enhancements and technology improvement opportunities</li><li>
Collaborate with Client Service Teams and manage client expectations and concerns, with focus on delivering unparalleled client experience</li><li>
Provide operations subject matter expertise and value-added services to clients where required</li></ul><p><b>
Required qualifications, Capabilities, and Skills</b></p><ul><li>
Knowledge of financial markets, trade lifecycle, and settlement practices</li><li>
Excellent verbal and written communication skills, and adept at communicating with all levels of the business and technical parts of the organization</li><li>
Operate effectively in a dynamic environment with tight deadlines and can exhibit time management skills</li><li>
Exposure to business intelligence tools (I.E. Tableau, Alteryx, UiPath, OwlDQ); comfortable working with data</li><li>
Strong analytical &amp; problem-solving skills with proactive mindset to drive change</li><li>
Bachelor's Degree required or equivalent experience</li></ul><p><b>
Preferred qualifications, Capabilities, and Skills</b></p><ul><li>
Prior custody/treasury operation services, markets operational experience</li><li>
Understanding of SWIFT, Cross Border Payments, Foreign Exchange, Reconciliation rules and Global Custody</li><li>
Self-starter, ability to learn quickly, Strong leadership skills with focus to mitigate risks and taking proactive approach to ensure &ldquo;<b>Best in Class</b>&rdquo; result.</li></ul><p>
</p><p>Candidates selected for hire will be based on their skillset, across multiple grade levels within this pipeline</p><p><b>
With planned real estate expansion for JPMorganChase, this role is subject to change locations within the Tampa region</b></p></div><div>
</div><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&rsquo;s Commercial &amp; Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial &amp; Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.</div>

Client Service Associate I - Custody Operations

<div><b>JOB DESCRIPTION</b><br>
<div>
Join JPMorgan Chase as a <b>Fund Services Associate I </b>and become an integral part of our dynamic team. This role offers a unique opportunity to enhance your career by working closely with operations, financial controllers, and external partners. You'll be at the forefront of ensuring smooth fund servicing operations while contributing to process improvements. Embrace the chance to grow your skills in a supportive environment that values innovation and collaboration.<br>
<br>
As a Investment Book of Record (IBOR) Associate in the Investment Middle Office Services (IMOS) team, you will be responsible for providing a premier service delivery and ensure the accurate and timely delivery of the IBOR to our end clients. Additionally, you will liaise with our clients, and / or any associated financial organizations as required, to ensure any issues are resolved to the client&rsquo;s satisfaction.</div><div>
The IBOR team, specifically, provides a single, accurate investment portfolio upon which to base investment activities around and is the basis for multiple, dynamic views of positions for front-office functions. IBOR is not simply a data repository supporting the investment function though, it is a processing engine capable of reflecting essentially every type of business event affecting the investment portfolio and is capable of processing these changes as they occur, no matter what their source.</div><p>
</p><p></p><p><b>Job responsibilities
</b></p><ul><li><p>Act as a point of contact within the Global/Regional IBOR team for a client, or clients, and internal partners to build strong relationships in order to support key interactions and continued premier service delivery</p></li><li><p>
Participate and lead, where required, in client service reviews and other client meetings</p></li><li><p>
Ownership and/or oversight of the various components of the daily operational activities essential to the construction and delivery of client reporting (IBOR)</p></li><li><p>
Be a communication source for escalation of issues, service updates, and progress updates for the Client or across internal partners.</p></li><li><p>
Seek opportunities and take ownership of initiatives to improve service levels and improved efficiency for J.P. Morgan and the Client</p></li><li><p>
Maintain robust standard operating policies (SOPs), procedures and guidelines to meet corporate risk and control standards and principles</p></li><li><p>
Ownership and/or active participation of key projects or tasks to ensure the continued IMOS global strategy is maintained as required.</p></li><li><p>
Build solid and interactive internal relationships with our global operations partners, client service and other products, including Front Office, Performance &amp; Risk, and Compliance teams</p></li><li><p>
Work with management to achieve 100% timeliness and accuracy and seamless integration in a &lsquo;follow the sun&rsquo; model</p></li><li><p>
Ability to work cross functionally with technology, service, product and other operations teams to manage the entire IBOR service delivery</p></li></ul><p>
</p><p><b>Required qualifications, capabilities, and skills
</b></p><p></p><ul><li><p>Excellent client facing skills &amp; communication style, comfortable dealing with key clients</p></li><li><p>
Effective excel skills with experience in VBA or similar.</p></li><li><p>
Understanding of investment Operations, Trade Services, IBOR, reconciliations or similar operations teams.</p></li><li><p>
Attested track record of successfully working to deadlines, with accountability and responsibility for independent workload</p></li><li><p>
Excellent problem solving skills to identify, understand and address operational and technical issues</p></li><li><p>
Effective communication skills, both written and verbal, including the ability to develop relationships across the various stakeholders including senior business executives</p></li><li><p>
Ability to be flexible, follow and meet tight deadlines, organize and prioritize work and meet the clients expectations</p></li></ul><p>
</p><p><b>Preferred qualifications, capabilities, and skills
</b></p><ul><li><p>Self-starter with ability to learn quickly</p></li></ul><div>
</div><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&rsquo;s Commercial &amp; Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial &amp; Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.</div>

Fund Servicing Associate I

<div><b>JOB DESCRIPTION</b><p><br>
Bank Loan Administration is responsible for trade instruction capture, settlements, and lifecycle events for bank loan assets under Fund Services. The team partners with various internal and external parties, including but not limited to, fund accounting, client services, fund managers, as well as agent banks.
</p><p>As an <b>Fund Servicing Associate I </b>within the Bank Loan Administration team, you will play a crucial role in managing the trade instruction capture, settlements, and lifecycle events for bank loan assets within our Fund Services division. You will work closely with a network of internal and external partners, including fund accounting, client services, fund managers, and agent banks, to ensure seamless operations and exceptional client service.</p><p><br>
<b>Job responsibilities</b></p><ul><li>
Understand of all aspects of loan or deal administration functions (including all aspects of funding)</li><li>
Be responsible for the bank loan life cycle events including paydown, drawdown, interest rate resets, payment-in-kind interest calculations, delayed compensation accruals / calculations and trade settlements</li><li>
Develop a thorough knowledge of our client base and building relationships with Investment Managers and other related third parties. Work closely with your clients to resolve queries and providing first level account service</li><li>
Create, maintain and update procedures for client specific deliverables</li><li>
Review of daily controls and communication of any new training or procedural changes to the team; ensure that all controls and procedures outlined in the procedures manual and general company policies are complied with across all groups</li><li>
Ensure all scheduled work is completed by agreed deadlines, checklists are signed and files contain all required documentation; work cooperatively and effectively with others to set goals, resolve problems, and make decisions that enhance organizational effectiveness</li><li>
Assist in testing and implementation of system enhancements as required</li></ul><p>
</p><p><b>Required qualifications, capabilities, and skills</b></p><ul><li>
Bachelor&rsquo;s degree, with minimum 2 years relevant work experience in bank debt / leveraged loan operations</li><li>
Excellent communication and relationship/partnership-building skills both with team members as well as other business partners</li><li>
Strong attention to detail with a control mindset, time management, planning skills and the ability to handle multiple competing priorities</li><li>
Demonstrates flexibility and willingness to accept new assignments and challenges in a rapidly changing environment</li><li>
Strong decision-making skills, ability to identify problems and propose solutions. Exhibit initiative to raise issues to appropriate/relevant parties when needed</li></ul><p>
</p><p><b>Preferred qualifications, capabilities, and skills</b></p><ul><li>
Knowledge of LSTA/LMA standard documents, such as Trade Confirmations</li><li>
Knowledge of financial data providers such as Bloomberg, ClearPar, and IHS Markit; investment vehicles related to bank debt (CLOs, private equity funds, etc.)</li><li>
Strong understand of accounting principles, specifically how bank debt transactions impact financial statements</li><li>
Bachelor&rsquo;s degree, preferably Finance, Accounting, or Economics</li></ul><p>
</p><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&rsquo;s Commercial &amp; Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial &amp; Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.</div>

Fund Servicing Associate I - Global Fund Services Bank Loans

<div><b>JOB DESCRIPTION</b><br>
<div>
Be at the heart of transforming visions into market-ready products, while you navigate through and solve complex challenges. In this dynamic environment, you ensure smooth product delivery and support change initiatives, marking a significant step in your career growth and innovation journey.</div><div><br>
</div><div>As a Senior Product Delivery Associate within the Client Onboarding and Service (COS) Product team, you are trusted with enabling the delivery of products in a stable and scalable way. You will work with cross-function teams, build key relationships, and enable the product to continuously deliver value. You will identify and deliver impactful solutions across onboarding, servicing, and contact center journeys. You will partner with cross-functional teams to translate operational challenges into actionable, AI-driven improvements, fostering a culture of innovation and continuous enhancement.</div><div><br>
</div><div><b>Job responsibilities</b></div><div><ul><li>
Lead interviews, call listening, and journey mapping across onboarding, servicing, and contact center channels (voice, chat, email, self-service)</li><li>
Translate operational pain points into clear hypotheses with measurable business outcomes, including cycle time, exception rates, containment, FCR, AHT, ASA, abandon rates, QA pass rates, and CSAT/NPS</li><li>
Prioritize opportunities based on value, feasibility, risk, and client impact, defining success criteria and guardrails</li><li>
Collaborate with Operations, Product, and Risk to ensure solutions address real workflow friction</li><li>
Design structured prompt patterns and interaction flows for agent assist, case triage, classification, summarization, and document processing</li><li>
Specify retrieval and grounding approaches, define expected AI behaviors, and establish escalation criteria</li><li>
Write user stories that define inputs, outputs, edge cases, and acceptance criteria grounded in operational reality</li><li>
Create evaluation rubrics covering quality, factuality, helpfulness, safety, tone, and compliance</li><li>
Build and maintain curated test sets with clear error taxonomies and severity definitions</li><li>
Define offline evaluation standards and support online experiments (A/B tests, champion challenger)</li><li>
Design Human-in-the-Loop workflows, reviewer guidelines, calibration routines, and QA sampling methods</li></ul></div><div><b>
Required qualifications, capabilities, and skills</b></div><div><ul><li>
3+ years of experience or equivalent expertise in product management or a relevant domain area</li><li>
Experience executing operational management and change readiness activities</li><li>
Experience in product deployment processes
</li><li>5+ years of experience in product ownership, business analysis, service design, consulting, or operations within financial services or a regulated environment</li><li>
Strong functional understanding of client onboarding, servicing, and/or contact center operations</li><li>
Proven ability to translate business problems into clear, measurable requirements and acceptance criteria</li><li>
Hands-on experience designing prompts, defining evaluation criteria, and operating human-in-the-loop review in pilot or production AI use cases</li><li>
Familiarity with common AI capability patterns (retrieval grounded assistants, summarization, classification, document extraction) and when to apply rules, retrieval, or learning</li><li>
Command of onboarding and service metrics and levers: cycle time, exceptions, containment, FCR, AHT, ASA, abandon, QA, CSAT/NPS</li><li>
Experience interpreting offline evaluation results and online experiment outcomes to drive decisions</li><li>
Excellent stakeholder management across Operations, Contact Center, Product, Data, Technology, Risk, and Compliance</li></ul></div><div><b>
Preferred qualifications, capabilities, and skills</b></div><div><ul><li>
Developed knowledge of the product development life cycle</li><li>
Experience building gold sets, error taxonomies, reviewer playbooks, and calibration frameworks</li><li>
Working knowledge of retrieval, grounding, and prompt safety patterns; awareness of common failure modes and mitigations</li><li>
Familiarity with BI tools and KPI dashboards; ability to interpret analytics or basic SQL outputs</li><li>
Background in service blueprinting, Lean/continuous improvement, or change management</li><li>
Understanding of model risk management and responsible AI practices in regulated environments</li></ul></div><div><b>
This position does not support any Visa sponsorship now or in the future</b><br>
</div><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&rsquo;s Commercial &amp; Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial &amp; Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.</div>

Senior Associate Product Delivery - Business Enablement

Concentra

<div>Overview:
<div>
Are you ready to take your career to new heights? At Concentra, you will be a vital member of our patient care team and play a crucial role in providing exceptional care to our patients. Our mission is to improve the health of America's workforce, one patient at a time. Join us at Concentra and see how your clinical competency and compassion can make a meaningful difference in the lives of the patients you serve.</div><div></div><div><br>
As a Nurse Practitioner, you will initiate, develop and implement nursing care plans in accordance with state laws and concurrent with Concentra medical protocols in accordance with Concentra policies, practices and procedures and applicable.</div><div></div><div><br>
PRN flexible scheduling: You will have the opportunity to contribute to our local Tampa centers during the following shift times, Monday - Friday:</div><ul><li>
Tampa University: 8a-5p</li><li>
Tampa East: 7a-4p; 8a-5p, 9a-6p, 10a-7p</li><li>
Tampa Airport: 7a-4p, 10a-7p</li><li>
Additional locations: Brandon, Lakeland; etc - visit www.concentra.com/locations</li></ul><div>
PRN colleagues are permanent team members, and help ensure that our patients always receive consistent care while Full Time team members are CME, PTO, LOA, FMLA etc. Additional shift opportunity may be available during times that we anticipate increased patient visits. You may schedule 1-2 months in advance.</div>
Responsibilities:<br>
<div></div><ul><li>
Administers prescribed medications and treatments in accordance with approved nursing techniques and protocols.</li><li>
Observes and evaluates patient, records condition and reaction to drugs, treatments, and significant incidents</li><li>
Evaluates outcome of patient care</li><li>
Performs physical examinations and preventive health measures within prescribed guidelines and instructions of physician.</li><li>
May direct nursing care through nursing staff</li><li>
Prescribes or recommends drugs or other forms of treatment such as physical therapy, inhalation therapy or related therapeutic procedures.</li><li>
Arranges referrals, consultations, therapeutic services and confers with other specialists on course of care and treatment.</li><li>
Draws blood and prepares appropriate paperwork for laboratory pick-up.</li><li>
Performs urine drug screens, using proper chain of custody; ensures preparation for pick-up and shipment to appropriate laboratory.</li><li>
Assists in medical record maintenance by keeping health, administrative, and program records onsite, safeguarding confidentiality of employee health information.</li><li>
Dispenses medications as directed by practitioner and in accordance with state regulations.</li><li>
Maintains and operates all clinical equipment, including calibration and record keeping in accordance with current policy and procedures.</li><li>
Performs ancillary testing and tasks as ordered by the Center Medical Director (PFT, EKG, injections, audiograms, blood draws) in accordance with established policies and procedures</li><li>
Provides excellent customer service to all patients, clients and peers while incorporating Orange Book values.</li><li>
Dedicated to exceeding customer and patient expectations as measured by NPER/NPS/TATs.</li><li>
Ensures accuracy when completing and executing tasks such as drug screens, DOTs, bandaging, dressings and performing quality assurance checks.</li><li>
Ensures accurate, concise, timely and complete documentation of results and paperwork.</li><li>
Provides an excellent, compassionate and warm patient experience regardless of patient volume.</li><li>
Ability to manage time, prioritize and multi-task in a busy environment</li><li>
Ability to adapt to changing business needs such as scheduling and working additional/different hours/shifts when appropriate.</li><li>
Ability to consistently deliver quality care in a busy clinical environment.</li><li>
Takes action to assist in other areas and to do what is needed to ensure an excellent patient experience.</li><li>
Seeks out opportunities for additional clinical training and self-development in order to consistently provide quality care.</li><li>
Effectively communicates with all patients, clients, supervisors and peers while incorporating Orange Book values.</li><li>
Listens to and understands internal and external client needs in order to act and address</li><li>
Committed to personal excellence and understands how daily work contributes to center operation as a whole.</li><li>
Holds self and others accountable. Is willing and able to assist others in order to achieve results.</li></ul><div>
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.</div>
Qualifications:
<ul><li>Master&rsquo;s Degree in nursing or related health field from an accredited college or university</li><li>
Graduate of an accredited Nurse Practitioner or PA-C program</li><li>
Current license in the state where employed and in accordance with state laws of practice</li><li>
Board Certification</li><li>
Must be able to treat a patient demographic ages 2 and older</li><li>
FMCSA NRCME requried prior to start date</li><li>
DEA required prior to start dte</li></ul><div>
Job-Related Experience</div><ul><li>
Customarily has at least two years of demonstrated experience in occupational medicine, urgent care or an emergency setting</li><li>
Proficient in assessment and treatment of minor injuries, including minor procedures such as suturing, i&amp;d, foreign body removal, etc</li><li>
Skilled in evaluation of musculoskeletal injuries and interpreting xray</li></ul><div>
Job-Related Skills/Competencies</div><ul><li>
Displays Orange Book characteristics
</li><li>Concentra Core Competencies of Service Mentality, Attention to Detail, Sense of Urgency, Initiative and Flexibility</li><li>
Ability to make decisions or solve problems by using logic to identify key facts, explore alternatives, and propose quality solutions</li><li>
Outstanding customer service skills as well as the ability to deal with people in a manner which shows tact and professionalism</li><li>
The ability to properly handle sensitive and confidential information (including HIPAA and PHI) in accordance with federal and state laws and company policies</li><li>
Demonstrated knowledge of occupational medicine requirements (state specific)</li><li>
Demonstrated working knowledge of clinical operations</li><li>
Knowledge of laws and regulations that govern delivery of rehabilitation services</li><li>
Knowledge of worker&rsquo;s compensation and clinical procedures and all processes involved in the delivery of quality care.</li><li>
Demonstrated excellent communication skills</li><li>
Demonstrated willingness to participate in Continuing Medical Education</li></ul>
Additional Data:
<div>
This position is eligible to earn a base compensation rate in the state range of $_ to $_ hourly depending on job-related factors as permitted by applicable law, such as level of experience, geographic location where the work is performed, and/or seniority.
</div><ul><li>External candidates: submit your application on concentra.com/careers</li><li>
Current colleagues: visit the internal career portal on the main page of MyConcentra to apply</li><li>
Accepting applications on an ongoing basis</li></ul><div></div><div><br>
This job requires access to confidential and critical information, requiring ongoing discretion and secure information management.</div><div></div><div><br>
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.</div><h2 class="jobSectionHeader"><b>
Concentra is an Equal Opportunity Employer</b><b>, </b><b>including disability/veterans</b></h2><div></div><div><br>
Concentra is an equal opportunity employer that prohibits discrimination, and will make decisions regarding employment opportunities, including hiring, promotion and advancement, without regard to the following characteristics: race, color, national origin, religious beliefs, sex (including pregnancy), age, disability, sexual orientation, gender identity, citizenship status, military status, marital status, genetic information, or any other basis protected by federal, state or local fair employment practice laws.</div></div>

Nurse Practitioner or Physician Assistant PRN

Carrier Enterprise

<div><p><b>Warehouse Associate - HVAC Products | Carrier Enterprise</b>
</p><p><b>Introduction:</b><b>
</b></p><p></p><p>Shift 3:30-PM-Close
</p><p></p><p>Carrier Enterprise, a leading national distributor of residential and light commercial HVAC products, is seeking a dedicated Warehouse Associate for our Richmond. Join a team that excels in providing top-notch HVAC/R products, parts, and supplies through licensed HVAC/R dealers and contractors.
</p><p><b>Company Description:</b>
</p><p>Carrier Enterprise (CE) is a premier national distributor specializing in residential and light commercial Heating, Ventilation, and Air Conditioning (HVAC) products, parts, and supplies. We serve licensed HVAC/R dealers and contractors, ensuring top-quality HVAC solutions across 28 states, Puerto Rico, the Caribbean, Latin America, Mexico, and Canada. With over 200+ locations, we are well-positioned to meet our customers' HVAC/R needs.
</p><p></p><p><b>Company website:</b>
</p><p>www.carrierenterprise.com
</p><p></p><p><b>Job Summary:</b>
</p><p>As a Warehouse Associate at Carrier Enterprise, you will manage daily warehouse operations, including picking and verifying orders, loading and unloading products, and maintaining inventory control using advanced warehouse technology. You will play a key role in ensuring the timely and efficient distribution of HVAC products. This position is eligible for performance-based bonuses and incentives.
</p><p></p><p><b>Duties and Responsibilities:</b>
</p><ul><li>Receive and document merchandise for delivery or return.
</li><li>Load and unload delivery vehicles efficiently.
</li><li>Maintain an accurate inventory of all products entering or exiting the warehouse.
</li><li>Uphold Environmental Health and Safety standards.
</li><li>Scan products to ensure accurate and timely shipping.
</li><li>Collaborate with internal customers (Store Associates and Sales Managers) for product delivery.
</li><li>Deliver exceptional customer service to external customers (mechanical contractors, dealers, owners).
</li><li>Other duties as assigned.
</li></ul><p></p><p><b>Qualifications and Requirements:</b>
</p><ul><li>Proven experience in warehouse operations, preferably within the HVAC or similar distribution industry.
</li><li>Excellent communication (written and oral) and interpersonal (team-building) skills.
</li><li>Strong commitment to customer service and maintaining a safe working environment.
</li><li>Ability to work independently and collaboratively as part of a team.
</li><li>Exceptional multitasking abilities and attention to detail.
</li></ul><p></p><p><b>Requirements:</b>
</p><ul><li>High School diploma or equivalent.
</li><li>Minimum 2-3 years of experience in warehouse operations, preferably in the HVAC industry.
</li><li>Strong attention to detail and accuracy.
</li><li>Proficiency in PC skills and experience with inventory and shipping/receiving systems.
</li><li>Current Forklift certification is preferred.
</li></ul><p></p><p><b>Benefits:
</b></p><p>Health Insurance
</p><p>Health Savings Account
</p><p>Dental Insurance
</p><p>Vision Insurance
</p><p>Life Insurance
</p><p>Disability Insurance (Short-term and Long-term)
</p><p>Employee Assistance Program (EAP)
</p><p>Tuition Reimbursement &amp; Professional Development
</p><p>Paid Vacation &amp; Sick time
</p><p>Company Paid Holiday's
</p><p>401(k) Plan with Employer Match
</p><p>Employee Discount Program
</p><p></p><p><b>Invitation to Apply:</b>
</p><p>Full-time and part-time positions are available. To explore this exciting opportunity and other career opportunities at Carrier Enterprise, visit our careers page at www.carrierenterprise.com/careers. Learn more about our company and team.
</p><p></p><p><b>Equal Opportunity Statement:</b>
</p><p>Carrier Enterprise, LLC is an Equal Opportunity Employer and does not discriminate on the basis of age, color, race, religion, disability, sex, or national origin. We support a diverse and inclusive workplace where we employ, retain, terminate, and otherwise treat all employees and job applicants on the basis of merit, qualifications, and competence.
</p>Requirements:
<p><b>Requirements:</b>
</p><ul><li>High School diploma or equivalent.
</li><li>Minimum 2-3 years of experience in warehouse operations, preferably in the HVAC industry.
</li><li>Strong attention to detail and accuracy.
</li><li>Proficiency in PC skills and experience with inventory and shipping/receiving systems.
</li><li>Current Forklift certification is preferred.</li></ul></div><p></p>

Warehouse Associate

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