Business Associate jobs in United States, Ohio, Columbus

Job Description:

This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.

Responsibilities:

• Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
• Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
• Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
• Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

Skills:

• Account Management
• Client Management
• Customer and Client Focus
• Issue Management
• Oral Communications
• Business Development
• Client Solutions Advisory
• Pipeline Management
• Prioritization
• Administrative Services
• Emotional Intelligence
• Referral Identification
• Written Communications

High School Diploma / GED / Secondary School or equivalent

Job Description:

This job is responsible for providing client service support to 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 and acting as a resource for Client Associates on the team.

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

Skills:

• 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

High School Diploma / GED / Secondary School or equivalent

As a Consultant Senior in Business Banking, you’ll help improve the lives of our clients and the well-being of their businesses through solutions, education, and advice. You’ll be responsible for leading our business development efforts in your assigned territory, specifically focusing on underserved small businesses.

Job Responsibilities

• Build relationships, utilize networks and local centers of influence to identify and support underserved entrepreneurs.
• Build and maintain a current business network and active involvement in community organizations such as Chambers of Commerce and non-profit organizations; leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts; and employ creative marketing techniques utilizing Chase resources and materials to develop business networks and prospects.
• Provide the best in client advice and service and develop the relationship to ensure a seamless client experience throughout Chase. Build collaborative relationships with partners across Chase, including Branches, Home Lending, Chase Wealth Management, Merchant and Card Services, to provide our clients the best solutions for all of their financial need.
• Deliver an outstanding experience to Chase business clients by using knowledge of business, finance, banking, credit and risk management, while leveraging relationships, to identify, recommend, and promote solutions that best serve the client.
• Build collaborative internal and external relationships to provide the best in client advice and service to develop the business network and ensure a seamless experience for the business client.

Required qualifications, capabilities, and skills

• Minimum of 5 years’ experience in business banking relationship management role or related business / commercial lending experience
• Bachelor’s degree in Finance or related field, or equivalent work experience
• Strong relationship management skills; demonstrate strong tactical business development and negotiation skills
• Demonstrate seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs and present proactive solutions
• Able to identify opportunities, issues, and viable alternatives, while managing risk, when traditional solutions do not apply

Preferred qualifications, capabilities, and skills

• Extensive knowledge of business and credit underwriting with commercial credit training
• Experience owning / operating a small business

As a Process Improvement Associate II at JPMorgan Chase, you will play a crucial role in reshaping organizational strategy and operating models. Your expertise in business transformation, data analytics, and artificial intelligence tools will be instrumental in driving innovative solutions. You will collaborate with senior leaders to understand and optimize processes, enhancing operational efficiency. Your work will require initiative and judgment to resolve challenges and propose strategic improvements. You will analyze data, craft compelling narratives, and work with diverse teams to achieve common goals.

Job Responsibilities:

• Partner with project team members to interview stakeholders, develop frameworks and insights to address key process improvements, organizational changes, and functional strategic development efforts.
• Collaborate with senior leaders to analyze and optimize processes, enhancing operational efficiency.
• Utilize data analytics and AI tools to drive innovative solutions and offer continuous insights for strategic improvements.
• Assisting in analyzing process data to identify inefficiencies and opportunities for automation
• Craft compelling narratives to effectively communicate complex ideas and influence change within the organization.
• Lead one or more workstreams while demonstrating leadership through influence and enhancing team / organization culture.
• Develop and implement process improvement initiatives, focusing on simplification, manual touch point reduction, and the application of digital process tools.
• Collaborate with cross-functional teams to ensure alignment of process improvement initiatives with organizational goals, fostering a culture of innovation and continuous learning.
• Develop and implement solutions that align with organizational strategy and operating models.
• Leverage AI, LLM (Large Language Models), and NLP (Natural Language Processing) tools to aid in providing actionable insights and innovative solutions to complex business challenges

Required Qualifications, Capabilities, and Skills:

• Undergraduate degree in a related field such as Business, Engineering, or Data Science
• 2+ years of professional experience in business transformation, data / process analytics, or artificial intelligence implementation.
• Proven ability to apply advanced analytical and problem-solving skills to address complex operational issues along with strong client management and executive-level communication skills.
• Advanced analytical, systems-thinking, and problem-solving skills, with strong communication abilities.
• Proficiency in digital process, analytics, and AI tools.
• Commitment to continuous learning, including the latest trends and technologies in process improvement and AI
• Experienced in creating presentations, both written and verbal, tailored for senior audiences.

Preferred Qualifications, Capabilities, and Skills:

• Advanced degree in a related field such as Business, Engineering, or Data Science
• 1+ years management consulting experience
• Technical skills related to data analytics tools (e.g., SQL, Python, R) and visualization tools (e.g., Tableau, Power BI)
• Relevant certifications, such as Lean Six Sigma (GB, BB, MBB), CAP, Google Data Analytics Certificate, AI Engineer, ML Certification, CBPA, CBPP
• Foster cross-functional collaboration to identify and implement process improvement opportunities across departments.
• Use agile methodologies to iteratively develop and refine process improvements, ensuring flexibility and responsiveness to change.

• Proven expertise or certification in Lean Six Sigma, Agile methodologies, Change Management, Organizational Design, or Strategic Consulting Engagements.

As a Senior Product Associate in Deposits 2.0, you will leverage your expertise in product development and optimization to make a significant impact. Supported by user research and customer feedback, you will fuel the creation of innovative products and continuously improve existing offerings. Collaborate closely with cross-functional teams and play a crucial role in shaping the future of our products and ongoing success.

Job Responsibilities

• Partners with the Product Manager to identify new product opportunities through user research and discovery.
• Considers and plans for upstream and downstream implications of new product features on the overall product experience
• Plans for upstream and downstream implications of new product features on the overall product experience.
• Supports the collection of user research, journey mapping, and market analysis to inform the strategic product roadmap.
• Analyzes, tracks, and evaluates product metrics, ensuring alignment with time, cost, and quality targets.
• Writes requirements, epics, and user stories to support product development.

Required Qualifications, Capabilities, and Skills

• 3+ years of experience or equivalent expertise in product management or a relevant domain area.
• Proficient knowledge of the product development life cycle.
• Experience in product life cycle activities including discovery and requirements definition.
• Developing knowledge of data analytics and data literacy.

Preferred Qualifications, Capabilities, and Skills

• Excellent communication and interpersonal skills.
• Leadership in collaborative scrum events (backlog refinement, sprint planning, sprint review, and sprint retrospectives).
• Customer-centric focus and rapport with end users.
• Proficient in JIRA.

Job responsibilities

• Executes software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems
• Creates secure and high-quality production code and maintains algorithms that run synchronously with appropriate systems
• Produces architecture and design artefacts for complex applications while being accountable for ensuring design constraints are met
• Gives insightful and constructive feedback when reviewing code, technical designs and requirements
• Gathers, analyses, synthesises, and develops visualisations and reporting from large, diverse data sets in service of continuous improvement of software applications and systems
• Proactively identifies hidden problems and patterns in data and uses these insights to drive improvements to coding hygiene, system architecture and team processes
• Mentors and empowers junior and mid-level talent within our team, and adds to a team culture of diversity, equity, inclusion, and respect
• Drives decisions that influence the product design, application functionality, and technical operations and processes
• Serves as a function-wide subject matter expert in one or more areas of focus
• Actively contributes to the engineering community as an advocate of firm-wide frameworks, tools, and practices of the Software Development Life Cycle
• Influences peers and project decision-makers to consider the use and application of leading-edge technologies

Required qualifications, capabilities, and skills

• Formal training or certification on software engineering concepts and proficient advanced experience
• Solid understanding of fundamental data structures including arrays, linked lists, stacks, queues, trees, graphs, and hash tables.
• Ability to design, analyse, and implement algorithms, with a focus on sorting and searching techniques.
• Experience in modern architecture patterns (e.g. micro-services, reactive architectures, event-driven architectures)
• Programming experience in at least 2 modern programming languages/frameworks such as JavaScript, React, Node.js, Java, Kotlin, Python, Go
• Experience working with HTML/ CSS and at least 1 modern JavaScript framework such as React.js, Vue.js, Hapi.js, Ember.js, Angular.js
• Experience with relational and non-relational databases (e.g. PostgreSQL, MongoDB, CouchDB, Redis, Elasticsearch, Cassandra, etc.)
• Experience in engineering practices such as code refactoring, design patterns, design-driven development, TDD, CI/CD, building highly scalable applications, application security
• Experience with Agile development methodologies and working knowledge of DevOps principles
• Ability to interact with people at all levels in an organisation
• Ability to communicate complex ideas effectively
• Passion for growing your skills, tackling interesting work and challenging problems

• Experience/Knowledge of model governance, data governance is a plus
• Familiarity with modern full-stack technologies
• Experience in writing and utilising RESTful and GraphQL API services and performance tuning large-scale applications
• Experience with cloud providers (e.g. AWS, Azure, GCP) and containerisation (e.g. Docker, Kubernetes)