Client Associate jobs in United States, Louisiana, Baton Rouge
JPMorgan Part Time Hours Associate Banker Monterrey Branch Baton Roug... United States, Louisiana, Baton Rouge
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Job Summary:
As an Executive Director within the Commodity Sales team in Dubai, you will lead client interactions and drive the execution of commodity structured financing trades. As a senior member of the team, you will play a pivotal role in shaping our sales strategy and enhancing our client offerings.
Job responsibilities:
- Build and maintain strong, long-term relationships with key clients, understanding their unique needs.
- Originate transactions and oversee the execution process from A to Z, ensuring compliance with regulatory standards and internal risk policies.
- Analyse market trends and drivers to identify new business opportunities. Develop and implement strategic sales initiatives that align with market conditions and client needs.
- Partner with trading, research, corporate and investment banking and risk management teams to deliver comprehensive solutions to clients. Facilitate effective communication between departments to enhance client service
- Provide guidance and support to junior team members, fostering a culture of learning and professional growth within the team.
Required Qualifications, Capabilities, and Skills:
This role requires a combination of technical expertise, market knowledge, and interpersonal skills, including:
- Significant experience in commodities sales (ideally 10+ years) with a focus on structured financing, demonstrating a proven track record of achieving sales targets
- Ability to analyse complex market data and trends to inform strategic decisions and client recommendations
- Excellent oral and written communication skills, with the ability to convey complex financial concepts clearly and effectively to clients and stakeholders
- Strong leadership qualities with a collaborative mindset; proven ability to work effectively within a team and mentor junior colleagues
- A deep understanding of client needs and the ability to deliver exceptional service that builds loyalty and trust
- Advanced proficiency in analytical tools, and deep knowledge of credit risk related metrics
- Meticulous attention to detail and a commitment to maintaining high standards of accuracy and compliance
These jobs might be a good fit
JPMorgan Part Time Hour Associate Banker Highland Rd Baton Rouge LA United States, Louisiana, Baton Rouge
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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
JPMorgan JP Morgan Wealth Management - Private Client Advisor Baton R... United States, Louisiana, Baton Rouge
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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
These jobs might be a good fit
JPMorgan Part Time Hours Associate Banker Towne Center Branch Baton R... United States, Louisiana, Baton Rouge
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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, Louisiana, Baton Rouge
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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
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
- Consistently pursues client experience excellence
- Works quickly to fulfill client needs, delivering complex solutions
- Frequent communication and an abundance of discretion with sensitive information
- Microsoft Word, Excel and PowerPoint experience with Salesforce a plus
- Professional verbal and written communication
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Red hat Associate Consultant - North America Services United States, Louisiana, Baton Rouge
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About The Job
We’re not just looking for candidates who meet all the requirements, we’re looking for people who are excited about working with us and growing their career at Red Hat. We want to be transparent about what would make you most successful in the role but if you are excited by reading the job description and feel like you are right for the role, we encourage you to apply. This position could lead to regular on-site work with clients across North America, so a willingness to travel to customer locations up to 30-40 weeks per year is required. Applicants must reside within close proximity to a primary airport.
What You Will Do
•Assist in supporting customers in building enterprise technology infrastructures that are scalable, optimally managed, and adaptable to technological improvements using Red Hat technological solutions
•Focus on customer IT Automation and Enterprise Cloud Infrastructure solutions through deep technical hands-on work in these fields
•Continuously learn, grow, and adapt to new skills and technologies
•Work alongside leading financial services, retail, telecommunication, and institutional customers, though virtual and on-site collaboration
After joining Red Hat, you will go through an intensive customized training program on Red Hat technologies and Consulting solutions. Here's how your skill set will evolve and what you'll learn during your first year in the role:
•A baseline understanding of how to build technical solutions, integrated with existing enterprise systems, with technical guidance
•Learn technologies and consulting skills to enhance your abilities through enablements designed and taught by Red Hat experts and Red Hat certification
•Gain exposure and collaboration within Red Hat Services & the larger organization through everyday networking and community events
Within 3 months, be ready to deliver a project by attaining the following:
•Knowledge of how a customer use case can be developed into a project plan and how those requirements align with Red Hat’s technologies
•Continue expanding your knowledge and network, both internal and external, through enablement, communities, customers, and meetups
Within 6 months, begin to demonstrate technical leadership by accomplishing the following:
•Successfully implementing enterprise solutions in customer environments as part of delivery team
•Engage and share with our internal and external communities of practice on lessons learned, best practices, and how-tos
What You Will Bring
•Experience with delivering an technical implementation as part of a project or team
•Capable of contributing to technical projects through sustained teamwork and collaboration, ensuring the development of practical solutions.
•Ability to be well-organized in a fast-paced, ever-changing environment
•Ability to interact directly with customers across roles and organizations and clearly communicate technical and non-technical concepts
•Demonstrates ability to adapt quickly to new and unknown situations, ranging from managing deliverables to learning new technologies.
•Practical experience with at least one coding or scripting language. Examples include but are not limited to Java, Python, C++, YAML, Bash, JavaScript, React, etc.
•Familiarity with backend software development methodologies, frameworks, and development principles, including Agile, Code Management (Git), Software Development Life Cycle, etc.
•Interest in diving deep into backend software development, IT automation, cloud infrastructure, CI/CD, DevOps, and Artificial Intelligence
•Knowledge of and some experience with at least one Red Hat technology such as Red Hat Enterprise Linux, Red Hat OpenShift, or Red Hat Ansible is a plus
•Prior experience working in a customer-facing role is preferred
•Familiarity with open source software and open source as a business model is a plus
•Knowledge of Red Hat's product portfolio and subscription business model is a plus
The salary range for this position is $75,320.00 - $120,480.00. Actual offer will be based on your qualifications.
Pay Transparency
● Comprehensive medical, dental, and vision coverage
● Flexible Spending Account - healthcare and dependent care
● Health Savings Account - high deductible medical plan
● Retirement 401(k) with employer match
● Paid time off and holidays
● Paid parental leave plans for all new parents
● Leave benefits including disability, paid family medical leave, and paid military leave
These jobs might be a good fit
JPMorgan Part Time Hours Associate Banker Harding Plank Branch Baton ... United States, Louisiana, Baton Rouge
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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
Share
Job Summary:
As an Executive Director within the Commodity Sales team in Dubai, you will lead client interactions and drive the execution of commodity structured financing trades. As a senior member of the team, you will play a pivotal role in shaping our sales strategy and enhancing our client offerings.
Job responsibilities:
- Build and maintain strong, long-term relationships with key clients, understanding their unique needs.
- Originate transactions and oversee the execution process from A to Z, ensuring compliance with regulatory standards and internal risk policies.
- Analyse market trends and drivers to identify new business opportunities. Develop and implement strategic sales initiatives that align with market conditions and client needs.
- Partner with trading, research, corporate and investment banking and risk management teams to deliver comprehensive solutions to clients. Facilitate effective communication between departments to enhance client service
- Provide guidance and support to junior team members, fostering a culture of learning and professional growth within the team.
Required Qualifications, Capabilities, and Skills:
This role requires a combination of technical expertise, market knowledge, and interpersonal skills, including:
- Significant experience in commodities sales (ideally 10+ years) with a focus on structured financing, demonstrating a proven track record of achieving sales targets
- Ability to analyse complex market data and trends to inform strategic decisions and client recommendations
- Excellent oral and written communication skills, with the ability to convey complex financial concepts clearly and effectively to clients and stakeholders
- Strong leadership qualities with a collaborative mindset; proven ability to work effectively within a team and mentor junior colleagues
- A deep understanding of client needs and the ability to deliver exceptional service that builds loyalty and trust
- Advanced proficiency in analytical tools, and deep knowledge of credit risk related metrics
- Meticulous attention to detail and a commitment to maintaining high standards of accuracy and compliance
These jobs might be a good fit
