Client Associate jobs in United States, California, Sacramento
Bank Of America Advisor Development Program Client Associate United States, California, Sacramento
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Job Description:
The Wealth Management Client Associate – Advisor Development Program (WMCA - ADP) role is an entry role into our Advisor Development Program where the destination role is becoming a full-scale Financial Advisor at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs).
As a WMCA - ADP your journey begins by obtaining your Securities Industry licenses, where you will receive dedicated study time for your Securities Industry Essentials [SIE], Series 7, and Series 66 Exams. Your SIE, Series 7 & 66 must be obtained within 120 days; (63 & 65 accepted, in lieu of 66, if previously held). Once you obtain your licenses, you will be taught the foundational skills needed to be a WMCA - ADP.
This job is responsible for providing client service support to multiple 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 and acting as a resource for FAs on the team.
Once you have reached your key milestones, including proficiency in your current role and the completion of experiential activities showcasing your ability to become an advisor, you will then progress into the next stage of the Advisor Development Program, beginning building a book of business as a Financial Advisor trainee. You will complete dedicated training preparing you for this role and once complete you will continue to work in a Merrill office where you will be acquiring, building, and managing client relationships while considering a client’s complex financial picture and guiding them with advice and solutions.
Once you complete your performance requirements as a Financial Advisor trainee you will reach the ultimate destination of becoming a Merrill Financial Advisor. You will be supported along the way with dedicated programs, tools, and resources throughout your career journey.
The Advisor Development Program consists of progressive roles to ultimately become a Merrill Financial Advisor. Our progressive roles in the Advisor Development Program engage in:
- Developing a book of business in order to meet and exceed established performance hurdles
- Effectively prioritizing and sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs
- Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences
- Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term planning
- Organizing and managing resources (time, people, budget) to run a productive practice
- Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client
- Completing mandated training, assessments, performance goals and continuing education requirements
We’ll help you
- Build a successful careerat Bank of America through world-class training and on-boarding programs that set you up for success.
- Get training and one-on-one coachingfromour-award winning Academy at Bank of Americaand local leadership who are invested in your success.
- Grow your business knowledgeby using a defined consultative approach to systematically identify client needs and appropriate solutions.
- Provide end-to-end comprehensive advice, deliver clientreviews/presentationswith confidence and recommend strategies to help achieve their financial goals and life priorities.
- Collaborate with core banking and investment partners.Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.
Required Qualifications:
- Displays confidence working as a self-starter in a sales role
- Builds strong client relationships through effective communication and collaboration
- Displays a proactive mindset and effective time management
- Demonstrates a results-driven growth mindset and prioritizes client interests
- Identifies appropriate client solutions through application of learnings and new information
- Exceptional interpersonal and relationship building skills
- Effective communication skills (written and verbal)
- Proven ability to quickly build trust and credibility
- Proven ability to assess needs of and recommend appropriatesolutions
- Proven ability to work both collaboratively on a team with key partners and independently
- Proven ability to listen and probe for clarity and understanding
- Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking
- Strong follow-through skills
- Computer/technical literacy and proficiency in applications such as Microsoft Suite
Desired Qualifications:
- Bachelor’s degree and/or a minimum of one year of work experience
- Learns and adapts to new technology or applications
- Executes multiple tasks simultaneously
Job Responsibilities:
- Partners with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on all aspects of client servicing, risk, investments, and banking products, while receiving appropriate guidance and escalating issues as needed
- 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
- Performs general business growth support functions aligned to the role of the Client Associate or Wealth Management Client Associate, providing business development, investment solutions, and/or business management support to multiple FAs
:
- Account Management
- Client Management
- Customer and Client Focus
- Issue Management
- Oral Communications
- Business Development
- Client Solutions Advisory
- Pipeline Management
- Prioritization
- Trade Operations Management
- Administrative Services
- Client Investments Management
- Emotional Intelligence
- Referral Identification
- Written Communications
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRA.
1st shift (United States of America)These jobs might be a good fit
JPMorgan JP Morgan Wealth Management – Private Client United States, California, Sacramento
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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 - North Sacramento Market CA United States, California, Sacramento
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Job responsibilities
- Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
- Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
- Engage in clear, polite, consultative communication to understand and help clients, building trust – ask questions and listen to understand, anticipate their needs.
- Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
- Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
- Adhere to policies, procedures, and regulatory banking requirements.
- 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
- Ability to create memorable experiences for our clients – elevate the client experience.
- Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
- Ability to quickly and effectively resolve client issues with attention to detail – providing consistent client experience.
- Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
- High school degree, GED, or foreign equivalent.
- The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC’s licensing program within 180 days of hire, study materials and support provided.
- Ability to work branch hours including weekends and some evenings.
- College degree or military equivalent.
- Experience adhering to banking policies, procedures, and regulatory requirements.
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Nike Retail Associate PT - Sacramento United States, California, Sacramento
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Information about benefits can be found .
Sacramento, California
Starting Pay Rate:
Part Time – 20-38 hours per week, including nights and weekends
Be Rewarded for a Job Well Done
- Discounts for you and your family from Nike, Converse and Jordan up to 50% off
- Accrued Paid Time Off and Holiday Pay
- All full-time and part-time employees working 20 hours or more per week are eligible for 401(k) Plan, CERA, Employee Assistance Program, Mental and Emotional Health, Financial Coaching and Education, Child Development Support and Caregiving Benefits starting on the day you're hired
- Full-time and part-time employees working 20 hours or more per week are eligible for Health Savings Accounts and Flexible Savings Accounts after 12 months of continuous employment
- The opportunity to buy Nike stock at a discount through our Employee Stock Purchase Plan (ESPP)
- Access to support through Optum Employee Assistance Program at no cost for you and your family
- Tuition Reimbursement up to $5,250 per calendar year for full-time Retail Associates
- Information about benefits can be found
Putting Your Best Foot Forward
- Must be at least 18(U.S)
- Flexibility to work nights, weekends and holidays based on store needs
- Use customer service authentically to ensure customers feel seen and understood in our stores
- Ability to learn and train on the latest products andtechnologies
- Physical requirements include the ability to bend, squat, reach, climb a ladder and stand for extended periods of time with or without reasonableaccommodations.
What You're Responsible For
- Being enthusiastic, excited, and knowledgeable about NIKE products and services to best support customer needs
- Bringing your positive attitude and passion to your teammates and customers every day
- Making customers feel welcome, that you care about their fitness wants and needs, and exceed their expectations at every step of their journey
- Playing by the rules and being professional, demonstrating integrity, reliability, and kindness
- Operating a cash register, shipping, and receiving duties, stocking products, cleaning and building visual displays with or withoutaccommodations
- Showing up for your teammates by attending store events
For more information, please refer to
These jobs might be a good fit
JPMorgan Part Time Associate Banker North Sacramento hours United States, California, Sacramento
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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.
FEDERAL DEPOSIT INSURANCE ACT:
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Nike Retail Associate SEAS - Sacramento United States, California, Sacramento
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Round Rock, Texas
Starting Pay Rate:
Seasonal - 0-40 hours per week, including nights and weekends
their dream pair. Those iconic moments – that's our culture. Bring your just-do-it attitude, and let's be game-changers together.
Be Rewarded for a Job Well Done
Converseand Jordan up to 50% off
Accrued Paid Time Off and Holiday Pay
All full-time and part-time employees working 20 hours or more per week are eligible for 401(k) Plan, CERA, Employee Assistance Program, Mental and Emotional Health, Financial Coaching and Education, Child Development Support and Caregiving Benefits starting on the day you're hired
Full-time and part-time employees working 20 hours or more per week are eligible for Health Savings Accounts and Flexible Savings Accounts after 12 months of continuous employment
The opportunity to buy Nike stock at a discount through our Employee Stock Purchase Plan (ESPP)
Access to support through Optum Employee Assistance Program at no cost for you and your family
Tuition Reimbursement up to $5,250 per calendar year for full-timeRetail
Information about benefits can be found
Putting Your Best Foot Forward
Must be at least 18(U.S)
Flexibility to work nights, weekends and holidays based on store needs
Use customer service authentically to ensure customers feel seen and understood in our stores
Ability to learn and train on the latest products and technologies
Physical requirements include the ability to bend, squat, reach, climb a ladder and stand for extended periods of time
What You're Responsible For
Being enthusiastic, excited, and knowledgeable about NIKE products and services to best support customer needs
Bringing your positive attitude and passion to your teammates and customers every day
fitness
Playing by the rules and being professional, demonstrating integrity,reliability,and kindness
Operating a cash register,shipping,and receiving duties, stocking products, cleaning and building visual displayswith or without accommodations
Showing up for your teammates by attending store events
For more information, please refer to
These jobs might be a good fit
Nike Retail Associate PT - Sacramento United States, California, Sacramento
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Clinton, Connecticut
Full-Time – 32 - 40 hours per week, including nights and weekends
Be Rewarded for a Job Well Done
Discounts for you and your family from Nike, Converse and Jordan up to 50% off
- Accrued Paid Time Off and Holiday Pay
- All full-time and part-time employees working 20 hours or more per week are eligible for 401(k) Plan, CERA, Employee Assistance Program, Mental and Emotional Health, Financial Coaching and Education, Child Development Support and Caregiving Benefits starting on the day you're hired
- Full-time and part-time employees working 20 hours or more per week are eligible for Health Savings Accounts and Flexible Savings Accounts after 12 months of continuous employment
- The opportunity to buy Nike stock at a discount through our Employee Stock Purchase Plan (ESPP)
- Access to support through Optum Employee Assistance Program at no cost for you and your family
- Tuition Reimbursement up to $5,250 per calendar year for full-time Retail Associates
- Information about benefits can be found .
Putting Your Best Foot Forward
- Must be at least 18 (U.S)
- Flexibility to work nights, weekends and holidays based on store needs
- Use customer service authentically to ensure customers feel seen and understood in our stores
- Ability to learn and train on the latest products and technologies
- Physical requirements include the ability to bend, squat, reach, climb a ladder and stand for extended periods of time with or without reasonable accommodations.
What You're Responsible For
- Being enthusiastic, excited, and knowledgeable about NIKE products and services to best support customer needs
- Bringing your positive attitude and passion to your teammates and customers every day
- Making customers feel welcome, that you care about their fitness wants and needs, and exceed their expectations at every step of their journey
- Playing by the rules and being professional, demonstrating integrity, reliability, and kindness
- Operating a cash register, shipping, and receiving duties, stocking products, cleaning and building visual displays with or without accommodations
- Showing up for your teammates by attending store events
For more information, please refer to
These jobs might be a good fit
Share
Job Description:
The Wealth Management Client Associate – Advisor Development Program (WMCA - ADP) role is an entry role into our Advisor Development Program where the destination role is becoming a full-scale Financial Advisor at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs).
As a WMCA - ADP your journey begins by obtaining your Securities Industry licenses, where you will receive dedicated study time for your Securities Industry Essentials [SIE], Series 7, and Series 66 Exams. Your SIE, Series 7 & 66 must be obtained within 120 days; (63 & 65 accepted, in lieu of 66, if previously held). Once you obtain your licenses, you will be taught the foundational skills needed to be a WMCA - ADP.
This job is responsible for providing client service support to multiple 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 and acting as a resource for FAs on the team.
Once you have reached your key milestones, including proficiency in your current role and the completion of experiential activities showcasing your ability to become an advisor, you will then progress into the next stage of the Advisor Development Program, beginning building a book of business as a Financial Advisor trainee. You will complete dedicated training preparing you for this role and once complete you will continue to work in a Merrill office where you will be acquiring, building, and managing client relationships while considering a client’s complex financial picture and guiding them with advice and solutions.
Once you complete your performance requirements as a Financial Advisor trainee you will reach the ultimate destination of becoming a Merrill Financial Advisor. You will be supported along the way with dedicated programs, tools, and resources throughout your career journey.
The Advisor Development Program consists of progressive roles to ultimately become a Merrill Financial Advisor. Our progressive roles in the Advisor Development Program engage in:
- Developing a book of business in order to meet and exceed established performance hurdles
- Effectively prioritizing and sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs
- Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences
- Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term planning
- Organizing and managing resources (time, people, budget) to run a productive practice
- Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client
- Completing mandated training, assessments, performance goals and continuing education requirements
We’ll help you
- Build a successful careerat Bank of America through world-class training and on-boarding programs that set you up for success.
- Get training and one-on-one coachingfromour-award winning Academy at Bank of Americaand local leadership who are invested in your success.
- Grow your business knowledgeby using a defined consultative approach to systematically identify client needs and appropriate solutions.
- Provide end-to-end comprehensive advice, deliver clientreviews/presentationswith confidence and recommend strategies to help achieve their financial goals and life priorities.
- Collaborate with core banking and investment partners.Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.
Required Qualifications:
- Displays confidence working as a self-starter in a sales role
- Builds strong client relationships through effective communication and collaboration
- Displays a proactive mindset and effective time management
- Demonstrates a results-driven growth mindset and prioritizes client interests
- Identifies appropriate client solutions through application of learnings and new information
- Exceptional interpersonal and relationship building skills
- Effective communication skills (written and verbal)
- Proven ability to quickly build trust and credibility
- Proven ability to assess needs of and recommend appropriatesolutions
- Proven ability to work both collaboratively on a team with key partners and independently
- Proven ability to listen and probe for clarity and understanding
- Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking
- Strong follow-through skills
- Computer/technical literacy and proficiency in applications such as Microsoft Suite
Desired Qualifications:
- Bachelor’s degree and/or a minimum of one year of work experience
- Learns and adapts to new technology or applications
- Executes multiple tasks simultaneously
Job Responsibilities:
- Partners with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on all aspects of client servicing, risk, investments, and banking products, while receiving appropriate guidance and escalating issues as needed
- 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
- Performs general business growth support functions aligned to the role of the Client Associate or Wealth Management Client Associate, providing business development, investment solutions, and/or business management support to multiple FAs
:
- Account Management
- Client Management
- Customer and Client Focus
- Issue Management
- Oral Communications
- Business Development
- Client Solutions Advisory
- Pipeline Management
- Prioritization
- Trade Operations Management
- Administrative Services
- Client Investments Management
- Emotional Intelligence
- Referral Identification
- Written Communications
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRA.
1st shift (United States of America)These jobs might be a good fit
