Program Associate jobs in United States, Kentucky, Louisville

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.

If you're the kind of person who knows the thrill of opening a fresh booster pack or organizing your card sleeves just right—you’ll feel right at home here.

As a Receiving & Inventory Associate on our Authentication Operations (Auth Ops) team in Louisville Kentucky, you’ll help protect the integrity of the trading card community by making sure every shipment we touch is verified, tracked, and handled with care. Whether it’s , ,
Yu-Gi-Oh! , or beyond, you’ll help maintain the integrity of the marketplace and the confidence of collectors worldwide.

This is a fast-paced, hands-on role where precision matters. You’ll receive and store inventory, pick customer orders, and ensure they are packed and shipped with accuracy and care. Every card you process helps power a marketplace built on trust—and fuels someone’s next big pull.

What We Offer

• Competitive Compensation: Night Shift $ 19.60 ($17.50 base + $2.10 shift differential) + Bonus

• Night shift (10:00 pm - 6:30 am )

• ​ Monday - Friday shifts

• Temperature controlled Facility

• Career Growth Potential: Become part of a prominent organization offering pathways for professional progress and growth.

• Embracing Diversity: eBay values diversity and is dedicated to establishing an inclusive workplace that supports all employees.

• Comprehensive benefits package encompassing medical, dental coverage, Holidays, PTO, Tuition Reimbursement, Paid Sabbatical, Stock Purchase Plan, and additional perks

Responsibilities

• : Efficiently receive and inspect incoming inventory to verify contents and condition, ensuring they meet eBay’s standards. Ensure all packages are ready for shipment by end of shift

• Verification Process
  : Support the authentication process by handling items with care, conducting initial inspections, and preparing them for expert review.

• Inventory Management
  : Accurately record, stow, pick, and manage inventory within eBay’s systems to maintain precise stock levels.

• Packing and Shipping
  : Safely pack items and prepare them for shipment, ensuring timely delivery to our customers.

• Compliance and Safety
  : Adhere to safety and compliance protocols while performing all tasks to maintain a secure work environment

• Schedule Adherence - Consistent adherence to scheduled days and hours

Qualifications

• Experience: Previous warehouse or inventory management experience is preferred but not essential.

• Skills: Strong attention to detail and excellent organizational skills. Ability to work within a fast-paced, metric-driven environment.

• Physical Demands: Ability to lift and move items up to 50 pounds; standing, walking, and stooping will be required.

• Great Teammate: Collaborative attitude and willingness to be part of a team committed to quality assurance and customer happiness.

• Willing to flex to multiple areas of work.

• Must be 18 years of age and have reliable transportation to commute to site

• Be willing to work mandatory overtime and some holidays when volume supports it

The base pay range for this position is expected in the range below:

Disclaimer: Please note that by applying to this role, you are agreeing to be considered for multiple positions. This is a general description of the qualifications and skills required for positions of this type of role.

***** Must be a current contract employee ******

If you're the kind of person who knows the thrill of opening a fresh booster pack or organizing your card sleeves just right—you’ll feel right at home here.

As a Receiving & Inventory Associate on our Authentication Operations (Auth Ops) team in Louisville Kentucky, you’ll help protect the integrity of the trading card community by making sure every shipment we touch is verified, tracked, and handled with care. Whether it’s , ,
Yu-Gi-Oh! , or beyond, you’ll help maintain the integrity of the marketplace and the confidence of collectors worldwide.

This is a fast-paced, hands-on role where precision matters. You’ll receive and store inventory, pick customer orders, and ensure they are packed and shipped with accuracy and care. Every card you process helps power a marketplace built on trust—and fuels someone’s next big pull.

What We Offer

• Competitive Compensation: Night Shift $ 19.60 ($17.50 base + $2.10 shift differential) + Bonus

• Night shift (5:00 pm - 1:30 am )

• ​ Monday - Friday shifts

• Temperature controlled Facility

• Career Growth Potential: Become part of a prominent organization offering pathways for professional progress and growth.

• Embracing Diversity: eBay values diversity and is dedicated to establishing an inclusive workplace that supports all employees.

• Comprehensive benefits package encompassing medical, dental coverage, Holidays, PTO, Tuition Reimbursement, Paid Sabbatical, Stock Purchase Plan, and additional perks

Responsibilities

• : Efficiently receive and inspect incoming inventory to verify contents and condition, ensuring they meet eBay’s standards. Ensure all packages are ready for shipment by end of shift

• Verification Process
  : Support the authentication process by handling items with care, conducting initial inspections, and preparing them for expert review.

• Inventory Management
  : Accurately record, stow, pick, and manage inventory within eBay’s systems to maintain precise stock levels.

• Packing and Shipping
  : Safely pack items and prepare them for shipment, ensuring timely delivery to our customers.

• Compliance and Safety
  : Adhere to safety and compliance protocols while performing all tasks to maintain a secure work environment

• Schedule Adherence - Consistent adherence to scheduled days and hours

Qualifications

• Experience: Previous warehouse or inventory management experience is preferred but not essential.

• Skills: Strong attention to detail and excellent organizational skills. Ability to work within a fast-paced, metric-driven environment.

• Physical Demands: Ability to lift and move items up to 50 pounds; standing, walking, and stooping will be required.

• Great Teammate: Collaborative attitude and willingness to be part of a team committed to quality assurance and customer happiness.

• Willing to flex to multiple areas of work.

• Must be 18 years of age and have reliable transportation to commute to site

• Be willing to work mandatory overtime and some holidays when volume supports it

The base pay range for this position is expected in the range below:

Disclaimer: Please note that by applying to this role, you are agreeing to be considered for multiple positions. This is a general description of the qualifications and skills required for positions of this type of role.

If you're the kind of person who knows the thrill of opening a fresh booster pack or organizing your card sleeves just right—you’ll feel right at home here.

As a Receiving & Inventory Associate on our Authentication Operations (Auth Ops) team in Louisville Kentucky, you’ll help protect the integrity of the trading card community by making sure every shipment we touch is verified, tracked, and handled with care. Whether it’s , ,
Yu-Gi-Oh! , or beyond, you’ll help maintain the integrity of the marketplace and the confidence of collectors worldwide.

This is a fast-paced, hands-on role where precision matters. You’ll receive and store inventory, pick customer orders, and ensure they are packed and shipped with accuracy and care. Every card you process helps power a marketplace built on trust—and fuels someone’s next big pull.

What We Offer

• Competitive Compensation: Night Shift $ 19.60 ($17.50 base + $2.10 shift differential) + Bonus

• Night shift (5:00 pm - 1:30 am )

• ​ Monday - Friday shifts

• Temperature controlled Facility

• Career Growth Potential: Become part of a prominent organization offering pathways for professional progress and growth.

• Embracing Diversity: eBay values diversity and is dedicated to establishing an inclusive workplace that supports all employees.

• Comprehensive benefits package encompassing medical, dental coverage, Holidays, PTO, Tuition Reimbursement, Paid Sabbatical, Stock Purchase Plan, and additional perks

Responsibilities

• : Efficiently receive and inspect incoming inventory to verify contents and condition, ensuring they meet eBay’s standards. Ensure all packages are ready for shipment by end of shift

• Verification Process
  : Support the authentication process by handling items with care, conducting initial inspections, and preparing them for expert review.

• Inventory Management
  : Accurately record, stow, pick, and manage inventory within eBay’s systems to maintain precise stock levels.

• Packing and Shipping
  : Safely pack items and prepare them for shipment, ensuring timely delivery to our customers.

• Compliance and Safety
  : Adhere to safety and compliance protocols while performing all tasks to maintain a secure work environment

• Schedule Adherence - Consistent adherence to scheduled days and hours

Qualifications

• Experience: Previous warehouse or inventory management experience is preferred but not essential.

• Skills: Strong attention to detail and excellent organizational skills. Ability to work within a fast-paced, metric-driven environment.

• Physical Demands: Ability to lift and move items up to 50 pounds; standing, walking, and stooping will be required.

• Great Teammate: Collaborative attitude and willingness to be part of a team committed to quality assurance and customer happiness.

• Willing to flex to multiple areas of work.

• Must be 18 years of age and have reliable transportation to commute to site

• Be willing to work mandatory overtime and some holidays when volume supports it

The base pay range for this position is expected in the range below:

Disclaimer: Please note that by applying to this role, you are agreeing to be considered for multiple positions. This is a general description of the qualifications and skills required for positions of this type of role.

If you're the kind of person who knows the thrill of opening a fresh booster pack or organizing your card sleeves just right—you’ll feel right at home here.

As a Receiving & Inventory Associate on our Authentication Operations (Auth Ops) team in Louisville Kentucky, you’ll help protect the integrity of the trading card community by making sure every shipment we touch is verified, tracked, and handled with care. Whether it’s , ,
Yu-Gi-Oh! , or beyond, you’ll help maintain the integrity of the marketplace and the confidence of collectors worldwide.

This is a fast-paced, hands-on role where precision matters. You’ll receive and store inventory, pick customer orders, and ensure they are packed and shipped with accuracy and care. Every card you process helps power a marketplace built on trust—and fuels someone’s next big pull.

What We Offer

• Competitive Compensation: Night Shift $ 19.60 ($17.50 base + $2.10 shift differential) + Bonus

• Night shift (5:00 pm - 1:30 am )

• ​ Monday - Friday shifts

• Temperature controlled Facility

• Career Growth Potential: Become part of a prominent organization offering pathways for professional progress and growth.

• Embracing Diversity: eBay values diversity and is dedicated to establishing an inclusive workplace that supports all employees.

• Comprehensive benefits package encompassing medical, dental coverage, Holidays, PTO, Tuition Reimbursement, Paid Sabbatical, Stock Purchase Plan, and additional perks

Responsibilities

• : Efficiently receive and inspect incoming inventory to verify contents and condition, ensuring they meet eBay’s standards. Ensure all packages are ready for shipment by end of shift

• Verification Process
  : Support the authentication process by handling items with care, conducting initial inspections, and preparing them for expert review.

• Inventory Management
  : Accurately record, stow, pick, and manage inventory within eBay’s systems to maintain precise stock levels.

• Packing and Shipping
  : Safely pack items and prepare them for shipment, ensuring timely delivery to our customers.

• Compliance and Safety
  : Adhere to safety and compliance protocols while performing all tasks to maintain a secure work environment

• Schedule Adherence - Consistent adherence to scheduled days and hours

Qualifications

• Experience: Previous warehouse or inventory management experience is preferred but not essential.

• Skills: Strong attention to detail and excellent organizational skills. Ability to work within a fast-paced, metric-driven environment.

• Physical Demands: Ability to lift and move items up to 50 pounds; standing, walking, and stooping will be required.

• Great Teammate: Collaborative attitude and willingness to be part of a team committed to quality assurance and customer happiness.

• Willing to flex to multiple areas of work.

• Must be 18 years of age and have reliable transportation to commute to site

• Be willing to work mandatory overtime and some holidays when volume supports it

The base pay range for this position is expected in the range below:

Disclaimer: Please note that by applying to this role, you are agreeing to be considered for multiple positions. This is a general description of the qualifications and skills required for positions of this type of role.

If you're the kind of person who knows the thrill of opening a fresh booster pack or organizing your card sleeves just right—you’ll feel right at home here.

As a Receiving & Inventory Associate on our Authentication Operations (Auth Ops) team in Louisville Kentucky, you’ll help protect the integrity of the trading card community by making sure every shipment we touch is verified, tracked, and handled with care. Whether it’s , ,
Yu-Gi-Oh! , or beyond, you’ll help maintain the integrity of the marketplace and the confidence of collectors worldwide.

This is a fast-paced, hands-on role where precision matters. You’ll receive and store inventory, pick customer orders, and ensure they are packed and shipped with accuracy and care. Every card you process helps power a marketplace built on trust—and fuels someone’s next big pull.

What We Offer

• Competitive Compensation: Day - $17.50/ Night $ 19.60 + Bonus

• Day (8:30 a to 5:00 pm) and Night (5:00 pm - 1:30 am ) shifts available.

• ​ Monday - Friday shifts

• Temperature controlled Facility

• Career Growth Potential: Become part of a prominent organization offering pathways for professional progress and growth.

• Embracing Diversity: eBay values diversity and is dedicated to establishing an inclusive workplace that supports all employees.

• Comprehensive benefits package encompassing medical, dental coverage, Holidays, PTO, Tuition Reimbursement, Paid Sabbatical, Stock Purchase Plan, and additional perks

Responsibilities

• : Efficiently receive and inspect incoming inventory to verify contents and condition, ensuring they meet eBay’s standards. Ensure all packages are ready for shipment by end of shift

• Verification Process
  : Support the authentication process by handling items with care, conducting initial inspections, and preparing them for expert review.

• Inventory Management
  : Accurately record, stow, pick, and manage inventory within eBay’s systems to maintain precise stock levels.

• Packing and Shipping
  : Safely pack items and prepare them for shipment, ensuring timely delivery to our customers.

• Compliance and Safety
  : Adhere to safety and compliance protocols while performing all tasks to maintain a secure work environment

• Schedule Adherence - Consistent adherence to scheduled days and hours

Qualifications

• Experience: Previous warehouse or inventory management experience is preferred but not essential.

• Skills: Strong attention to detail and excellent organizational skills. Ability to work within a fast-paced, metric-driven environment.

• Physical Demands: Ability to lift and move items up to 50 pounds; standing, walking, and stooping will be required.

• Great Teammate: Collaborative attitude and willingness to be part of a team committed to quality assurance and customer happiness.

• Willing to flex to multiple areas of work.

• Must be 18 years of age and have reliable transportation to commute to site

• Be willing to work mandatory overtime and some holidays when volume supports it

The base pay range for this position is expected in the range below:

Disclaimer: Please note that by applying to this role, you are agreeing to be considered for multiple positions. This is a general description of the qualifications and skills required for positions of this type of role.

As a Relationship Banker , you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.

Job responsibilities

• Delivers an exceptional customer experience by acting with a customer-first attitude
• Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
• Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
• Influences, educates, and connects customers to technology
• Possesses initiative and knowledge to provide financial options for customers using a consultative approach
• Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
• Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs

Required qualifications, capabilities, and skills

• 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
• High school degree, GED, or foreign equivalent
• Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire
• Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
• Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
• Ability to work branch hours including weekends and some evenings

Preferred qualifications, capabilities, and skills

• College degree or military equivalent
• Professional, thorough, and organized with strong follow-up skills
• Exude confidence with clients when sharing product knowledge and solutions
• Experience adhering to policies, procedures, and regulatory banking requirements

Dodd Frank/Truth in Lending Act

This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.

In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.

Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: