client service associate

Triumph Financial

<div>Join TBK Bank!
At TBK Bank, a subsidiary of Triumph, we're a team of passionate, driven, collaborative, solutions-minded people who want to make a difference in the lives of our customers and communities. Our mission is to do well and to do good at the same time. We accomplish this by working together, because at the end of the day, TBK means striving for excellence, while delivering with humility. We thrive on providing exceptional customer service, and we look for friendly professionals dedicated to helping customers achieve their financial goals.
Triumph Financial, Inc. (NASDAQ: TFIN), is a financial holding company headquartered in Dallas, Texas, offering a diversified line of banking, payments, and factoring services.<h1 class="jobSectionHeader">
Summary</h1>
Are you a customer-focused professional with a passion for facilitating accurate financial transactions and building strong relationships? As a Client Services Associate, you'll be at the forefront of our commitment to exceptional customer service. You'll not only provide prompt and accurate financial transactions but also contribute to the development and retention of customer relationships. By profiling new and existing customers, offering insightful advice on bank products and services, and ensuring each customer interaction exceeds expectations, you'll play a key role in fostering customer loyalty and identifying valuable cross-selling opportunities. If you're eager to take initiative, contribute to our retail branch goals, and make a meaningful impact, we invite you to become a part of our team.<h1 class="jobSectionHeader">
Job Description</h1>
The Client Services Associate is responsible for providing prompt and accurate financial transactions in accordance with the Bank&rsquo;s policies and procedures. Contributes to the development and retention of customer relationships by providing exceptional customer service and identifying appropriate cross sell opportunities with professionalism and enthusiasm.<h1 class="jobSectionHeader">
Team Culture</h1>
At Triumph Financial, we are a values-driven financial service company focused on creating value by helping our team members thrive, our customers succeed and our communities prosper. When we do this, we&rsquo;re &ldquo;Helping People Triumph.&rdquo;
Treating people fairly, handling conflict with grace, and speaking the truth with humility are actions born of our convictions. Correct, consistent daily action shapes our culture, and we work at this diligently.<h1 class="jobSectionHeader">
How You'll Spend Your Time</h1><ul><li>
Profile new and existing customers, suggesting tailored products/services.</li><li>
Provide exceptional customer service, exceeding expectations.</li><li>
Open new accounts, ensuring accuracy and timely documentation.</li><li>
Assist with Stop Payments, Debit Card Orders, and more.</li><li>
Take initiative to resolve customer issues and provide prompt feedback.</li><li>
Help maintain customer goodwill and contribute to branch goals.</li><li>
Professionally refer customers to various bank departments.</li><li>
Safeguard customer info, adhere to regulations, and maintain security.</li><li>
Process transactions while maintaining accurate records.</li><li>
Contribute to local community and bank-sponsored events.</li></ul><h1 class="jobSectionHeader">
Education &amp; Experience Requirements</h1>
The ideal candidate should have a high school diploma or GED, be at least 18 years old, and preferably possess six to twelve months of bank teller experience. Additional desired qualities include customer service, sales, or cross-selling experience.
Apply now and seize the chance to provide exceptional service, build relationships, and grow in a supportive banking environment!
Triumph Financial, Inc. and its subsidiaries, provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, or status as a covered veteran in accordance with applicable federal, state and local laws.
Compensation Range
Hourly: $16.54 - $22.67
We offer Medical, Dental, Vision, Paid Time Off, 401k and much more.<h2 class="jobSectionHeader">
Go on. Do it. Apply Today!</h2></div>

Client Service Associate

Atlantic Group

<div>
 
 
 Overview
 
 
 
 A growing investment management organization is seeking a Client Service Associate to join its Operations team. This individual will support client account administration, investment operations, reporting, and day-to-day servicing activities for a diverse client base.
 
 
 
 
 
 
 
 
 The position offers exposure to multiple areas of the business, including client service, portfolio operations, reporting, cash management, and investment administration. The ideal candidate is detail-oriented, highly organized, and interested in building a long-term career within financial services
 
 
 
 
 
 .
 
 
 This role works closely with internal teams and external service providers to ensure operational excellence and a high level of client support.
 
 
 
 
 
 
 Responsibilities:
 
 
 <ul>
 <li>
 Support senior team members with day-to-day client servicing and operational activities.
 </li>
 <li>
 Assist with account maintenance, client requests, documentation, and administrative tasks.
 </li>
 <li>
 Prepare client communications, reports, and supporting materials for review.
 </li>
 <li>
 Monitor account activity and coordinate with custodians, administrators, and other third-party service providers.
 </li>
 <li>
 Maintain client records and ensure documentation remains accurate and up to date.
 </li>
 <li>
 Assist with onboarding activities, account updates, and compliance-related documentation.
 </li>
 <li>
 Support the execution of investment transactions, cash movements, and other operational requests.
 </li>
 <li>
 Review and process investment-related documentation and transaction instructions.
 </li>
 <li>
 Coordinate with internal teams and external partners to ensure transactions are completed accurately and on time.
 </li>
 <li>
 Track and maintain operational activity using internal systems and reporting tools.
 </li>
 <li>
 Assist with the preparation and review of client reports, account statements, and other deliverables.
 </li>
 <li>
 Support internal teams with presentations, reporting packages, and client meeting materials.
 </li>
 <li>
 Respond to inquiries from clients and external stakeholders in a professional and timely manner.
 </li>
 <li>
 Participate in process improvement initiatives and operational projects.
 </li>
 <li>
 Assist with maintaining internal controls, policies, and compliance procedures.
 </li>
 </ul>
 
 
 
 
 
 Qualifications:
 
 
 <ul>
 <li>
 Bachelor's degree required.
 </li>
 <li>
 2-4+ years of experience within financial services, operations, client service, asset management, or a related field.
 </li>
 <li>
 Experience working in a structured financial services environment preferred.
 </li>
 <li>
 Proficiency with Microsoft Office, particularly Excel, PowerPoint, and Outlook.
 </li>
 <li>
 Excellent organizational, analytical, and problem-solving skills.
 </li>
 </ul>
 
 
 
 
 
 Preferred Qualifications:
 
 
 <ul>
 <li>
 Exposure to investment operations, portfolio administration, trade support, or account management activities.
 </li>
 <li>
 Experience working with custodians, fund administrators, brokerage platforms, or other financial service providers.
 </li>
 <li>
 Exposure to alternative investments, private markets, or multi-asset investment environments is a plus.
 </li>
 <li>
 Experience with CRM systems, portfolio accounting platforms, or operational reporting tools is beneficial.
 </li>
 </ul>
 
 
 
 
 #49390
 
</div>

Client Services Associate (Investment Management)

TBK Bank

Client Services Associate

JPMorganChase

<div>JOB DESCRIPTION 
 
 
<div><div>At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
 
 
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions &ndash; helping clients achieve their financial goals.
 
 
Job Responsibilities
</div><div><ul><li>Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings.</li>
<li>Exceed client expectations by providing account servicing and maintenance as well as opening new accounts, while complying with all policies, procedures, and regulatory and banking requirements.</li>
<li>Educate and assist clients with day-to-day banking transactions including the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.</li>
<li>Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions &ndash; partnering with other branch team members to help achieve their financial goals.</li>
<li>Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.</li>
</ul></div><div>Required Qualifications, Capabilities, and Skills
</div><div><ul><li>Ability to put clients first and exceed their expectations &ndash; delivering attentive and friendly service, creating a welcoming environment.
</li><li>Ability to build trusted relationships &ndash; demonstrating genuine care and concern during interactions with clients.</li>
<li>Ability to engage clients &ndash; communicating clearly and politely to understand and help, anticipating client needs.</li>
<li>Ability to quickly and effectively resolve client issues with attention to detail &ndash; providing a consistent client experience.
</li><li>Ability to elevate the client experience &ndash; working collaboratively as a team to deliver seamless service with care and sincerity.</li>
<li>Ability to quickly and accurately learn products, services, and procedures.</li>
<li>Client service experience or comparable experience.</li>
<li>High school diploma or GED equivalent.</li>
</ul></div><div>Preferred Qualifications, Capabilities, and Skills
</div><div><ul><li>Strong desire and ability to influence, educate, and connect customers to technology solutions.</li>
<li>Cash handling experience.</li>
</ul></div></div><div></div>ABOUT US 
 
 
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
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.
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' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans 
 
 
ABOUT THE TEAM 
 
 
<div>Our Consumer &amp; Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions &ndash; all while ranking first in customer satisfaction. 
</div><div></div> 
<div>Our Consumer Banking group helps customers manage their money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.</div></div>

Part Time (20 Hours) Associate Banker, Greater Maryland Market, Fulton, Maryland

Part Time (30 Hours) Associate Banker, Judson Branch, Longview, TX

Morgan Stanley

<div>
 
 Position Summary
 
 
 
 Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service team, through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and their focus will be on delivering an exceptional client experience. In supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools and financial planning.
 
 
 
 DUTIES And RESPONSIBILITIES
 
 
 
 Client Service:
 
 
 As a senior member of the service team, provide coverage for an FA/PWA/team including:
 
 
 <ul>
 <li>
 Cultivating relationships with business partners and colleagues internally and externally
 </li>
 <li>
 Supporting the FA/PWA/team in enhancing new and existing client relationships by providing an exceptional client experience
 </li>
 <li>
 Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings as well as tracking follow-ups
 </li>
 <li>
 Ensuring all client service functions are performed in a timely manner, assigning work to team members on a daily basis if/as needed
 </li>
 <li>
 Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning clients accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity
 </li>
 <li>
 Remaining current on all policies, procedures and new platforms and sharing reminders and best practices with other service team members
 
 
 </li>
 </ul>
 
 Business Development Support
 
 
 
 <ul>
 <li>
 Assisting the FA/PWA/team in organizing around and executing against their business plan, partnering closely with other market stakeholders such as Practice Strategy Consultants and Branch Management
 </li>
 <li>
 At the direction of FA/PWA/team, executing against all administrative elements of digital and in person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity
 </li>
 <li>
 At the request of the client and/or FA/PWA/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients
 </li>
 <li>
 At the request of the client and/or FA/PWA/team, assisting with research using firm-approved systems
 </li>
 <li>
 At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens
 </li>
 <li>
 Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management
 
 
 </li>
 </ul>
 
 EDUCATION, EXPERIENCE, KNOWLEDGE And SKILLS
 
 
 
 Education and/or Experience
 
 
 <ul>
 <li>
 5+ years of work experience in a field relevant to the position required
 </li>
 <li>
 Four-year college degree or professional certification preferred
 </li>
 <li>
 Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
 </li>
 <li>
 Additional product licenses may be required
 
 
 </li>
 </ul>
 Knowledge/Skills
 
 
 <ul>
 <li>
 Strong leadership skills
 </li>
 <li>
 Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
 </li>
 <li>
 Technically proficient and quick learner of new and updated platforms
 </li>
 <li>
 Detail oriented with superior organizational skills and ability to prioritize
 </li>
 <li>
 Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications
 </li>
 <li>
 Exceptional writing, interpersonal and client service skills
 </li>
 <li>
 Strong time management skills
 </li>
 <li>
 Team player with the ability to collaborate with others
 </li>
 <li>
 Ability to work in a fast-paced, evolving environment
 </li>
 <li>
 Adaptable and ability to multi-task
 </li>
 <li>
 Goal oriented, self-motivated and results driven
 
 
 </li>
 </ul>
 
 Reports To
 
 
 
 <ul>
 <li>
 Business Service Officer
 
 
 </li>
 </ul>
 
 What You Can Expect From Morgan Stanley
 
 
 
 At Morgan Stanley, we raise, manage and allocate capital for our clients &ndash; helping them reach their goals. We do it in a way that&rsquo;s differentiated &ndash; and we&rsquo;ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren&rsquo;t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you&rsquo;ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There&rsquo;s also ample opportunity to move about the business for those who show passion and grit in their work.
 
 
 To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
 
 
 Expected base pay rates for the role will be between $75,000 and $125,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
 
 
 Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
 
 
 Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
 
 
 For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
</div>

Private Wealth Management Associate

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Client Service Associate

Client Services Associate (Investment Management)

Client Services Associate

Client Services Associate

Part Time (20 Hours) Associate Banker, Greater Maryland Market, Fulton, Maryland

Part Time (30 Hours) Associate Banker, Judson Branch, Longview, TX

Private Wealth Management Associate