Client Associate jobs in United States, Louisiana, New Orleans
JPMorgan JP Morgan Wealth Management - Private Client Advisor New Orl... United States, Louisiana, New Orleans
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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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Boston Scientific TheraSphere Interventional Oncology Associate - Gulf Breeze United States, Louisiana, New Orleans
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Your responsibilities will include:
Build strong customer relationships through routine visits, product demonstrations, educational programs, product in-services, procedural observation, and problem resolution. Relationships will be established with Physicians, Nurses, Technicians, Materials Management, Nuclear Medicine, Hospital Administration, and Infection Control. Procedural support in a competitive environment. Works seamlessly with Sales Consultant allowing them increased selling time Takes on revenue-generating projects and goals to support account ownership Work closely with Sales Consultants and Region Sales Managers to evaluate business conditions and sales trends. Assist in developing quarterly/annual business plans to achieve revenue targets. Provide timely updates to Regional Manager on ongoing business activities, competitive conditions, industry trends, etc. Manage expense budget and promotional budget within the guideline. Maintain Sales Rep Assigned Inventory (SRAI).
- Timely completion of required training as assigned
- Follow compliance regulations
- Execute quarterly and off-cycle inventory counts
- Maintain accurate records of sales and secure purchase orders
- Submit any required administrative paperwork in a timely manner.
- Conduct all sales activities according to Travel & Entertainment (T&E) guidelines, Advanced Policies, and Integrity Policies.
- Occasional weekends, trade shows, internal meetings and/or meeting participation, committed travel 30-40%
Minimum Qualifications
- 2 years plus of relevant business experience
- BA/BS in a business discipline, AA with plans for completion of BA/BS, equivalent experience required
- Documented sales success
- Self-starter, solution oriented, team player, proven leadership qualities while accepting direction
- Strategic thinker (with the ability to recognize their contribution to the big picture)
- Able to build and maintain strong customer relationships
- Must be energetic, enthusiastic, determined and goal-oriented
- Excels in a fast-paced, competitive environment
Among other requirements, Boston Scientific maintains specific drug testing requirements for safety-sensitive positions. This role is deemed safety-sensitive and, as such, candidates will be subject to a drug test as a pre-employment requirement. The goal of the drug testing requirement is to increase workplace safety in compliance with applicable law.
The anticipated annualized base amount or range for this full time position will be, plus variable compensation governed by the Sales Incentive Compensation Plan (which includes certain annual non-discretionary incentives based on predetermined objectives) as well as the value of core and optional benefits offered at BSC, which can be reviewed at www.bscbenefitsconnect.com. Actual compensation will be commensurate with demonstrable level of experience and training, pertinent education including licensure and certifications, and other relevant business or organizational needs.
For MA positions:It is unlawful to require or administer a lie detector test for employment. Violators are subject to criminal penalties and civil liability.
Please be advised that certain US based positions, including without limitation field sales and service positions that call on hospitals and/or health care centers, require acceptable proof of COVID-19 vaccination status. Candidates will be notified during the interview and selection process if the role(s) for which they have applied require proof of vaccination as a condition of employment. Boston Scientific continues to evaluate its policies and protocols regarding the COVID-19 vaccine and will comply with all applicable state and federal law and healthcare credentialing requirements. As employees of the Company, you will be expected to meet the ongoing requirements for your roles, including any new requirements, should the Company’s policies or protocols change with regard to COVID-19 vaccination.
Among other requirements, Boston Scientific maintains specific prohibited substance testing requirements for safety-sensitive positions. This role is deemed safety-sensitive and, as such, candidates will be subject to a drug test as a pre-employment requirement. The goal of the drug testing is to increase workplace safety in compliance with the applicable law.
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Boston Scientific TheraSphere Associate Representative - New Orleans United States, Louisiana, New Orleans
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Your responsibilities will include:
Build strong customer relationships through routine visits, product demonstrations, educational programs, product in-services, procedural observation, and problem resolution. Relationships will be established with Physicians, Nurses, Technicians, Materials Management, Nuclear Medicine, Hospital Administration, and Infection Control. Procedural support in a competitive environment. Works seamlessly with Sales Consultant allowing them increased selling time Takes on revenue-generating projects and goals to support account ownership Work closely with Sales Consultants and Region Sales Managers to evaluate business conditions and sales trends. Assist in developing quarterly/annual business plans to achieve revenue targets. Provide timely updates to Regional Manager on ongoing business activities, competitive conditions, industry trends, etc. Manage expense budget and promotional budget within the guideline. Maintain Sales Rep Assigned Inventory (SRAI).
- Timely completion of required training as assigned
- Follow compliance regulations
- Execute quarterly and off-cycle inventory counts
- Maintain accurate records of sales and secure purchase orders
- Submit any required administrative paperwork in a timely manner.
- Conduct all sales activities according to Travel & Entertainment (T&E) guidelines, Advanced Policies, and Integrity Policies.
- Occasional weekends, trade shows, internal meetings and/or meeting participation, committed travel 30-40%
Minimum Qualifications
- 2 years plus of relevant business experience
- BA/BS in a business discipline, AA with plans for completion of BA/BS, equivalent experience required
- Documented sales success
- Self-starter, solution oriented, team player, proven leadership qualities while accepting direction
- Strategic thinker (with the ability to recognize their contribution to the big picture)
- Able to build and maintain strong customer relationships
- Must be energetic, enthusiastic, determined and goal-oriented
- Excels in a fast-paced, competitive environment
Among other requirements, Boston Scientific maintains specific drug testing requirements for safety-sensitive positions. This role is deemed safety-sensitive and, as such, candidates will be subject to a drug test as a pre-employment requirement. The goal of the drug testing requirement is to increase workplace safety in compliance with applicable law.
The anticipated annualized base amount or range for this full time position will be, plus variable compensation governed by the Sales Incentive Compensation Plan (which includes certain annual non-discretionary incentives based on predetermined objectives) as well as the value of core and optional benefits offered at BSC, which can be reviewed at www.bscbenefitsconnect.com. Actual compensation will be commensurate with demonstrable level of experience and training, pertinent education including licensure and certifications, and other relevant business or organizational needs.
For MA positions:It is unlawful to require or administer a lie detector test for employment. Violators are subject to criminal penalties and civil liability.
Please be advised that certain US based positions, including without limitation field sales and service positions that call on hospitals and/or health care centers, require acceptable proof of COVID-19 vaccination status. Candidates will be notified during the interview and selection process if the role(s) for which they have applied require proof of vaccination as a condition of employment. Boston Scientific continues to evaluate its policies and protocols regarding the COVID-19 vaccine and will comply with all applicable state and federal law and healthcare credentialing requirements. As employees of the Company, you will be expected to meet the ongoing requirements for your roles, including any new requirements, should the Company’s policies or protocols change with regard to COVID-19 vaccination.
Among other requirements, Boston Scientific maintains specific prohibited substance testing requirements for safety-sensitive positions. This role is deemed safety-sensitive and, as such, candidates will be subject to a drug test as a pre-employment requirement. The goal of the drug testing is to increase workplace safety in compliance with the applicable law.
These jobs might be a good fit
JPMorgan Private Client Banker - Riverbend New Orleans LA United States, Louisiana, New Orleans
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Industry Executive - Life Sciences Coverage, South Region - Managing Director, Commercial Bank
As an Industry Executive - Life Sciences Coverage, South Region - Managing Director within the Commercial Bank, you will spearhead a team of Bankers focused on expanding and sustaining profitable banking relationships with Life Sciences clients. You will collaborate closely with credit underwriting, treasury sales, client service, and other functional areas to provide comprehensive products and solutions to clients. Additionally, you will manage your own portfolio while leading the banking team, with client visits accounting for roughly 25% of your schedule.
Job Responsibilities
- Champion a culture of innovation and a customer centric mindset
- Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
- Deliver the entire firm across lines of business
- Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
- Lead specially assigned projects for the benefit of region and national team
- Hire, manage, coach, mentor and retain a high performing and diverse team
- Foster a diverse, equitable and inclusive work environment
Required Qualifications, Capabilities and Skills
- Typically a minimum of ten years account relationship management experience with a focus on business relationships
- Understanding of Commercial Banking products and services with knowledge of the region
- Ability to mobilize internal networks and resources
- Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
- Management experience in a Commercial Bank setting, specifically leading a commercial lending sales team
- Sales management and business development skills with proficiency in building and maintaining positive client relationships
- Excellent verbal and written communications skills; able to effectively communicate clearly and concisely
Preferred Qualifications, Capabilities and Skills
- Bachelor’s degree and formal credit training preferred
- Strong technology experience; digital background preferred
- Flexible to changing business priorities and ability to multitask
- FINRA securities licenses 79, 63 and 24 required or ability to obtain within reasonable time frame
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Bank Of America Wealth Management Client Associate United States, Louisiana, New Orleans
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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
High School Diploma / GED / Secondary School or equivalent
1st shift (United States of America)These jobs might be a good fit
JPMorgan Hiring Event - Part Time Associate Banker New Orleans hours United States, Louisiana, New Orleans
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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, New Orleans
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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
High School Diploma / GED / Secondary School or equivalent
1st shift (United States of America)These jobs might be a good fit
Share
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
