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p>Mailings - produce reports, create mailing lists, produce letters, mail to clients (includes monthly Review letters, Referral follow-ups, etc.). This individual must be able to work effectively with other Wealth Management staff members, branch partners, clients, and Senior Financial Advisors.
They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Execute various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, assisting with marketing related activities, establishing, and maintaining files to meet the firm's regulatory requirements.
If this sounds like the right fit for you, read on to learn more about how we support our employees as they transition into Digital Brand Services: CSC is a global business, legal, and financial services company based in Wilmington, Delaware, USA, providing knowledge-based solutions to clients worldwide.
p>As the Head of U.S. Private Bank Client Service within the U.S Private Bank, you will lead Client Service teams across Delaware, Chicago, Houston, and Scottsdale, who deliver a consistent, high-touch experience for high-net-worth families across the U.S. This leader partners closely with local leadership to deliver a high-touch, control-strong, and increasingly seamless client experience, while modernizing service through technology, operating model evolution, and data-driven management. This individual will lead a team of approximately 500 professionals (Service Managers, Client Service Associates, and support teams), with accountability for day-to-day execution, talent strategy, risk and controls, service quality, and transformational change.
As the Head of U.S. Private Bank Client Service within the U.S Private Bank, you will lead Client Service teams across Delaware, Chicago, Houston, and Scottsdale, who deliver a consistent, high-touch experience for high-net-worth families across the U.S. This leader partners closely with local leadership to deliver a high-touch, control-strong, and increasingly seamless client experience, while modernizing service through technology, operating model evolution, and data-driven management. This individual will lead a team of approximately 500 professionals (Service Managers, Client Service Associates, and support teams), with accountability for day-to-day execution, talent strategy, risk and controls, service quality, and transformational change.
The Client Service Associate will provide front-line support to clients, handling inquiries via phone and email while ensuring a high level of accuracy, professionalism, and responsiveness. This role is ideal for individuals who thrive in a fast-paced, customer-focused environment and enjoy delivering high-quality service to clients.
p>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. 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.
p>We are seeking a detail-oriented Bilingual Operations Associate (Spanish/English) to support a fast-paced operations team focused on delivering exceptional service, maintaining strong risk controls, and driving process improvements. Only applicable for San Francisco Candidates : Under the San Francisco Lactation in the Workplace Ordinance, we will provide written notice of lactation accommodation rights, and this notice will automatically be given upon hiring, any inquiry of parental leave or lactation accommodation.
p>CSC is a global business, legal, and financial services company based in Wilmington, Delaware, USA, providing knowledge-based solutions to clients worldwide. Resumes submitted from other agencies either to talent acquisition, our hiring leaders, employees, or through any other mechanism other than our supplier process, will not be eligible to claim related fees and the submitted resumes will be considered property of CSC.
Inspired by the sun, surf, and sand of Southern California, we became a leading innovator in lifestyle performance apparel by making clothes for real lifeāplus working with premium wholesalers, building a leading e-commerce business, and opening retail stores around the world. The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability goals.
p>About your role: As a CardPointe Support Specialist, you provide Tier 1 technical and product support for CardConnect gateway products and software offerings, including terminal, mobile, and software integration support. You will partner closely with merchants, partners, and internal teams to troubleshoot issues, deliver training, and support new feature adoption so businesses can process payments safely, securely, and successfully.
You will help shape the strategy for scaling Private Client across the enterprise and partner with stakeholders across the ecosystem to develop internal centers-of-influence (COI) partnerships, transition eligible clients onto the Private Client platform, and enable seamless cross-line of business reassignments. Morgan Private Client, you will identify and help execute client referral opportunities across the firm's businesses, including Chase Retail Branches, Commercial Banking, and Private Banking.
p>Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
p>CANDIDATE SHOULD BE LOCATED in the Eastern U.S. We are looking for a motivated and detail-oriented intern to support our Client Services team across three key pillars: Global Service Transition, Data Analytics, and Knowledge Management. Benefits offered in the U.S. include a retirement savings plan, paid vacation and holiday time, paid caregiver/parental and medical leave, and health benefits including medical, prescription drug, dental, and vision coverage in accordance with the terms and conditions of the applicable plans.
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
p>Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. Communicates continuously with the Vanguard internal administrative team to coordinate coverage, help drive priorities forward, anticipate needs, and ensure operational excellence.
Drives results by taking ownership of assigned work, maintaining a strong client-first mindset from an operational perspective, and balancing the needs of multiple stakeholders in a fast-paced, regulated environment. Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection.
Support Account Managers in growth efforts to develop revenue within existing accounts by uncovering new project opportunities, cross-selling additional capabilities, re-engaging lapsed clients, and expanding relationships across divisions and brand families. Youll collaborate closely with account managers, creatives, and leadership to support client relationships, identify growth opportunities, and help shape solutions that are both commercially smart and creatively ambitious.
About the Enterprise Client Group (ECG): The Enterprise Client Group (ECG) is Vanguard's dedicated team of Relationship Executives and Strategists focused on serving our largest and most strategically important clients-plan sponsors, intermediaries, wealth managers, and service providers. This group works closely with senior leaders and cross-functional teams to turn client priorities into actionable outcomes, facilitate executive readiness, and ensure that Vanguard's most important clients benefit from our best thinking and capabilities.
p>The Commission Management team is responsible for looking after commission agreements that allows investment managers to separately pay the broker for trade execution and ask that the remaining commission be allocated to a client account, where the investment manager would accrue CSA credits and use them to pay eligible research/brokerage providers. As a Client Service Associate II within JPMorganChase, you will have wide-ranging responsibilities in performing this role, ranging from daily control functions, trade break investigations and reconciliations, vendor documentation, legal documentation, tax governance to accommodating ad hoc tasks from the trading desk and the other operational teams with whom we partner.
Management reserves the right to revise the job description or require that other tasks be performed when the circumstances of the job change (for example, emergencies, change in personnel, workload, or technical development). We are seeking a friendly, organized, and compassionate Veterinary Client Service Representative to serve as the first point of contact for our clients and patients.
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