Client Associate jobs in United States, Arizona, Tucson
EY Administrative Manager Supervising Associate United States, Arizona, Tucson
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You’ll implement administrative strategic plans as well as maintain performance measurements for a customer base of 650-1,500 people. You’ll also monitor financial and operational performance in accordance with established administrative services parameters. We’ll look to you to effectively lead and develop individuals and teams by using people management processes and tools that involve staffing, training, supervising, coaching and performance management to achieve optimal performance. You’ll be part of a high-performing, diverse and inclusive team sharing best practices.
Your key responsibilities
- Manages, counsels and negotiates assignments for approximately 30 executive assistants based on client need and resources
- Solicits ongoing feedback from customers to evaluate and coach executive assistants on their performance
- Sets up full project plans including; objectives, milestones, priorities, team, calendar and nature of deliverables
- Demonstrates proactive business development by initiating discussions with existing internal customers on possible additional work and satisfaction with current support
- Coordinates and assists with budget planning and is responsible for operating within approved budget
- Meets or exceeds the needs of our internal customers by partnering with other groups within the matrix organization, cultivating those relationships, aligning people and processes, and identifying workplace efficiencies to add value
- Creates a teaming and knowledge transfer culture
- Participates on national projects
- Collaborates across virtual teams to promote seamless service to customers
Skills and attributes for success
- Ability to work with all levels within the firm and build solid relationships with internal groups
- Exercises influence at many levels of the organization
- Proactively identify and address project risks and opportunities
- Identify and pinpoint alternative solutions when necessary
- Excellent communications skills, attention to detail and strong organizational skills
- Project management experience
- Ability to instill confidence and provide leadership in managing people
To qualify for the role, you must have
- Bachelor's degree in a related discipline, or equivalent work experience
- 6-8 plus years of experience
- 2 plus years of experience managing people
- Proficiency in MS Word, Excel, PowerPoint, Teams and Outlook
Ideally, you’ll also have
- Strong MS Office (e.g., Outlook, Excel, Word) and various IOS and Android mobile devices
- Proficiency in MS SharePoint
What we offer you
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn .
- We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $66,700 to $124,700. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $80,000 to $141,700. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
- Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
- Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
These jobs might be a good fit
Bank Of America Wealth Management Client Associate FP United States, Arizona, Tucson
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Job Description:
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities:
- Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
- Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
- Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
- Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
- Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
Skills:
- Account Management
- Client Management
- Customer and Client Focus
- Issue Management
- Oral Communications
- Business Development
- Client Solutions Advisory
- Pipeline Management
- Prioritization
- Administrative Services
- Emotional Intelligence
- Referral Identification
- Written Communications
High School Diploma / GED / Secondary School or equivalent
1st shift (United States of America)These jobs might be a good fit
JPMorgan JP Morgan Wealth Management – Private Client Advisor - Tucso... United States, Arizona, Tucson
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As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
- Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity
- Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
- Demonstrate a deep understanding of financial markets and sound business judgement
- Exhibit unwavering integrity that points toward doing right by clients at every opportunity
- Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
- Provide a holistic view of clients’ needs and financial coaching beyond investments
- Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
- Demonstrated ability and commitment to goals-based planning and advice
- A valid and active Series 7
- A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
- A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
- Certified Financial Planning (CFP®) certification is preferred
- Bachelor’s degree preferred
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
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JPMorgan Private Client Banker - Magee Oracle Tucson AZ United States, Arizona, Tucson
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As an Associate/ Vice President in Credit Trading, you will cover institutional accounts and make markets in your group's particular range of products. You will manage risk, liquidity, and exposure, supporting all aspects of the trading desk, including pre-trade analysis, research, and strategy design for large trades. Your role is pivotal in evaluating market developments to provide clients with accurate product information.
Job Responsibilities:
- Provide a meaningful contribution to revenue and client franchise.
- Understand market drivers, market moves, and the numbers behind it all.
- Exhibit sound judgment under pressure and maintain composure through challenging trading environments.
- Outperform the market and competition through both bottoms-up and top-down analysis.
- Understand drivers of relevant markets and establish a high degree of competence with clients around market making.
- Build a foundation of trust with clients by demonstrating an understanding of their needs.
Required Qualifications, Capabilities, and Skills:
- Proven track record as a credit trader on the sell-side.
- Bachelor’s Degree in Finance, Economics, or other related disciplines.
- Solid client relationships on the buy-side.
- Excellent communicator and team player.
- Strong market analytics and technical skill sets.
- Proficient product knowledge of bonds, credit default swaps (CDS), and relevant cross-asset products.
- Client-first approach to business and franchise.
- Due recognition given to professional qualifications attained from reputable training institutes or professional bodies.
Preferred Qualifications, Capabilities, and Skills:
- Advanced degree in Finance or related field.
- Experience in managing large-scale trades.
- Familiarity with regulatory requirements in trading.
- Ability to innovate and adapt strategies in dynamic market conditions.
- Strong leadership skills and experience in team management.
These jobs might be a good fit
Bank Of America Wealth Management Client Associate United States, Arizona, Tucson
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Job Description:
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities:
- Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
- Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
- Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
- Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
- Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
Skills:
- Account Management
- Client Management
- Customer and Client Focus
- Issue Management
- Oral Communications
- Business Development
- Client Solutions Advisory
- Pipeline Management
- Prioritization
- Administrative Services
- Emotional Intelligence
- Referral Identification
- Written Communications
Desired Qualifications:
- Energetic individual that is self-motivated, coachable and flexible in thought
- Enjoys a fast-paced environment with changing and evolving responsibilities
- Detail oriented
- Invested in personal development
- Bilingual Spanish preferred
High School Diploma / GED / Secondary School or equivalent
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JPMorgan Part Time Hours Associate Banker LaCanada Lambert Branch Tuc... United States, Arizona, Tucson
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- Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
- Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
- Educate clients on how 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.
- Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions – introducing them to our team of experts to help achieve their financial goals.
- 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.
- Ability to put clients first and exceed their expectations – delivering attentive and friendly service, creating a welcoming environment.
- Ability to build trusted relationships – demonstrating genuine care and concern during interactions with clients.
- Ability to engage clients – communicating clearly and politely to understand and help, anticipating client needs.
- Ability to quickly and effectively resolve client issues with attention to detail – providing a consistent client experience.
- Ability to elevate the client experience – working collaboratively as a team to deliver seamless service with care and sincerity.
- Ability to quickly and accurately learn products, services, and procedures.
- Client service experience or comparable experience.
- High school diploma or GED equivalent.
- Strong desire and ability to influence, educate, and connect customers to technology solutions.
- Cash handling experience.
These jobs might be a good fit
Bank Of America Wealth Management Client Associate United States, Arizona, Tucson
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Job Description:
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities:
- Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
- Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
- Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
- Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
- Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
Required Qualifications:
- Bilingual - Spanish
Skills:
- Account Management
- Client Management
- Customer and Client Focus
- Issue Management
- Oral Communications
- Business Development
- Client Solutions Advisory
- Pipeline Management
- Prioritization
- Administrative Services
- Emotional Intelligence
- Referral Identification
- Written Communications
High School Diploma / GED / Secondary School or equivalent
These jobs might be a good fit
Share
You’ll implement administrative strategic plans as well as maintain performance measurements for a customer base of 650-1,500 people. You’ll also monitor financial and operational performance in accordance with established administrative services parameters. We’ll look to you to effectively lead and develop individuals and teams by using people management processes and tools that involve staffing, training, supervising, coaching and performance management to achieve optimal performance. You’ll be part of a high-performing, diverse and inclusive team sharing best practices.
Your key responsibilities
- Manages, counsels and negotiates assignments for approximately 30 executive assistants based on client need and resources
- Solicits ongoing feedback from customers to evaluate and coach executive assistants on their performance
- Sets up full project plans including; objectives, milestones, priorities, team, calendar and nature of deliverables
- Demonstrates proactive business development by initiating discussions with existing internal customers on possible additional work and satisfaction with current support
- Coordinates and assists with budget planning and is responsible for operating within approved budget
- Meets or exceeds the needs of our internal customers by partnering with other groups within the matrix organization, cultivating those relationships, aligning people and processes, and identifying workplace efficiencies to add value
- Creates a teaming and knowledge transfer culture
- Participates on national projects
- Collaborates across virtual teams to promote seamless service to customers
Skills and attributes for success
- Ability to work with all levels within the firm and build solid relationships with internal groups
- Exercises influence at many levels of the organization
- Proactively identify and address project risks and opportunities
- Identify and pinpoint alternative solutions when necessary
- Excellent communications skills, attention to detail and strong organizational skills
- Project management experience
- Ability to instill confidence and provide leadership in managing people
To qualify for the role, you must have
- Bachelor's degree in a related discipline, or equivalent work experience
- 6-8 plus years of experience
- 2 plus years of experience managing people
- Proficiency in MS Word, Excel, PowerPoint, Teams and Outlook
Ideally, you’ll also have
- Strong MS Office (e.g., Outlook, Excel, Word) and various IOS and Android mobile devices
- Proficiency in MS SharePoint
What we offer you
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn .
- We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $66,700 to $124,700. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $80,000 to $141,700. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
- Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
- Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
These jobs might be a good fit
