Client Associate jobs in United States, Tennessee, Knoxville
Bank Of America Private Wealth Client Associate United States, Tennessee, Knoxville
Share
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
High School Diploma / GED / Secondary School or equivalent
These jobs might be a good fit
JPMorgan Part Time Hours Associate Banker Knoxville West Hills Branch... United States, Tennessee, Knoxville
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
Nike Retail Associate PT - Knoxville United States, Tennessee, Knoxville
Share
Employer will acceptMaster’s degree in Computer Science, Software Engineering, or Information Sciences and 2 years of experience in the job offered or an engineering-related occupation.Experience must include:• AWS
• Azure
• Kubernetes
• Docker
• Python
• Snowflake
• Jenkins
• Terraform
• Apache Airflow
• Spark.
These jobs might be a good fit
Nike Retail Associate SEAS - Knoxville United States, Tennessee, Knoxville
Share
Address:Knoxville, Tennessee
Starting Pay Rate:$15.50/hour
Seasonal – Up to 40 hours per week, including nights and weekends
Be Rewarded for a Job Well Done
Discounts for you and your family from Nike, Converse and 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-time Retail Associates
- 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 time with or without reasonable accommodations.
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
- Making customers feel welcome, that you care about their fitness wants and needs, and exceed their expectations at every step of their journey
- 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 displays with 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
Bank Of America Wealth Management Client Associate United States, Tennessee, Knoxville
Share
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
1st shift (United States of America)These jobs might be a good fit
Share
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
High School Diploma / GED / Secondary School or equivalent
These jobs might be a good fit
