Client Associate jobs in United States, South Carolina, Charleston
JPMorgan Part Time Hours Associate Banker Daniel Island Branch Charle... United States, South Carolina, Charleston
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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.
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Wells Fargo Registered Client Associate United States, South Carolina, Charleston
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In this role you will:
- Assist Financial Advisor(s) with sales, service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence
- Facilitate Financial Advisor and client requests for account related information and/or quotes, scheduling and preparing for appointments with new or prospective clients
- Establish and service client accounts, prepare forms, research account inquiries and/or issues
- May also perform various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, coordinating and executing marketing campaigns, establishing and maintaining files to meet the firm's regulatory requirements, and establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships
- When applicable, acts as the liaison for all referral sources by reviewing paperwork for completeness and forwarding to management for review
Required Qualifications:
- 2+ years of Brokerage and Client Services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- US Only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration
Desired Qualifications:
- Brokerage client support experience
- Administrative support experience in financial services
- Experience interacting directly with customers
- Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
- Client service focus with the ability to listen to customer needs and recommend solutions
- Ability to prioritize work, meet deadlines, achieve goals, and work in a dynamic and complex environment
Job Expectations:
- US Only: Obtaining and/or maintaining appropriate FINRA license(s) is required for ongoing employment in this position. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required.
- Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
- This position is not eligible for Visa sponsorship.
This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.
320 Broad St
Charleston, SC 29401
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
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JPMorgan Part Time Hours Associate Banker James Island Branch Charles... United States, South Carolina, Charleston
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DESCRIPTION:
Duties: Design, develop and implement software solutions from inception to production. Solve business problems through innovation and engineering practices. Develop Travel platform application using Objective-C, Swift UIKit and SwiftUI. Involved in all aspects of the Software Development Lifecycle (SDLC) including analyzing requirements, incorporating architectural standards into application design specifications, documenting application specifications, translating technical requirements into programmed application modules, and developing or enhancing software application modules. Identify or troubleshoot application code-related issues. Assist with design reviews by recommending ways to incorporate requirements into designs and information or data flows. Participate in code reviews to ensure solutions align to pre-defined architectural specifications. Participate in project planning sessions with project managers, business analysts, and team members to analyze business requirements and outline proposed solutions. Ability to understand the requirements and size the effort with concise estimation. Effective communication with all the stakeholders including business partners, other technical partners, UI/UX partners, etc. Work with production support team in order to triage the issues and come up with RCA's involved for resolving the same.
QUALIFICATIONS:
Minimum education and experience required: Bachelor's degree in Computer Science, Computer Engineering, Computer Information Systems, or related field of study plus three (3) years of experience in the job offered or as Software Engineer, IM/IT Programmer Analyst, Software Developer or related occupation.
Skills Required: This position requires experience with the following: utilizing Xcode Previews to enhance development workflows, ensuring high-quality user interfaces and comprehensive accessibility coverage; working with telemetry, analytics, and data processing using New Relic, Grafana, and Kusto; utilizing New Relic dashboards for application performance monitoring; Working with Grafana and SQL for data extraction; Utilizing Kusto with KQL for processing and analyzing large volumes of logs; Using the apple multimedia libraries with AVFoundation to show videos and images to the customer; Working with iOS Combine framework; Writing functional and UI XCTests for continuous regression testing on applications using Jenkins This position requires three (3) years of experience with the following: engineering and maintaining iOS application using Swift, UIKit and SwiftUI on Xcode, while leveraging Objective-C and Xcode-tools within an Agile team environment; developing native Android application using Java and XML on Android Studio while leveraging Kotlin; Maintaining advanced Swift and Java features, including geospatial functionality with MapKit, in-app messaging, WidgetKit, localization with JSON, micro- services, system storage management, and accessibility; Researching and exploring the Core ML framework using online resources to evaluate the potential impact of AI/ML on app functionality and performance; spearheading testing efforts using XCTest and JUnit frameworks for functional and unit testing; Working with testing tools for automation scripting, including Selenium, Appium, and Cucumber; Working with mobile application submissions, including overseeing the release, upload, and updates to TestFlight, the App Store, and Google Play Store; adopting native versus hybrid app solutions, with frameworks such as ReactNative, Cordova, and PhoneGap while utilizing HTML for structure, CSS for styling, and JavaScript for interactivity; leveraging cloud-based platforms, including Urban Airship and Google Firebase for live notifications, service configurations, and implementing AES and SHA256 algorithms for security management; version control systems, including SVN and Git; data interchange using PHP, Python, Perl, Ruby, and Shell scripting; optimizing complex SQL queries for Oracle and PostgreSQL databases to retrieve large datasets and utilizing REST APIs for back-end communication and live JSON data parsing.
Job Location: 8181 Communications Pkwy Plano TX 75024.
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JPMorgan Part Time Hours Associate Banker James Island Branch Charles... United States, South Carolina, Charleston
Share
- 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 Part Time Hours Associate Banker Meeting St Branch Charlesto... United States, South Carolina, Charleston
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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 Associate Relationship Banker - Daniel Island Charleston SC United States, South Carolina, Charleston
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- Engages clients making them feel welcomed and delivering an exceptional customer experience by acting with a customer-first attitude
- Engages with clients that enter the branch by making a personal connection, asking open ended questions, and listening to make recommendations on their accounts, financial, and complex servicing needs
- Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs, whenever, wherever, and however they want.
- Meets with branch assigned customers in person and over the phone to continue building lasting relationships, discover financial needs, tailor products, and offer new tools to help customers meet their consumer banking and investment goals.
- Partners with licensed bankers, financial advisors, mortgage bankers, and business relationship Managers to connect customers to experts who can help them with specialized financial needs
- Assists branches by performing branch operations when needed, which may include acting in dual control and assisting with maintenance of cash devices including cash vaults and ATMs while adhering to all bank policies and procedures.
- 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
- Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
- Excellent communication skills in person and over the phone with proven ability to tailor features and benefits of products and services to customers with differing needs
- Ability to work branch hours, including weekends and some evenings
- 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
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:
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Nike Retail Associate PT - Charleston United States, South Carolina, Charleston
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Clarksburg, MD
Starting Pay Rate:
Part Time – 20 - 38 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
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 timewith or without reasonable
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
Share
- 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
