Client Associate jobs in United States, Utah, Salt Lake City

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

As a Lead Software Engineer at JPMorgan Chase within the Consumer & Community Banking, you work with your fellow stakeholders to define non-functional requirements (NFRs) and availability targets for the services in your application and product lines. You will ensure those NFRs are accounted for in your products’ design and test phases, that your service level indicators are effectively measuring customer experience, and that service level objectives are defined with stakeholders and implemented in production.

• Creates high quality designs, roadmaps, and program charters that are delivered by you or the engineers under your guidance
• Provides advice and mentoring to other engineers and acts as a key resource for technologists seeking advice on technical and business-related issues
• Demonstrates site reliability principles and practices every day and champions the adoption of site reliability throughout your team
• Collaborates with others to create and implement observability and reliability designs for complex systems that are robust, stable, and do not incur additional toil or technical debt
• Works toward becoming an expert on the applications and platforms in your remit while understanding their interdependencies and limitations
• Evolves and debug critical components of applications and platforms
• Provides comprehensive and ongoing guidance, tools, and solutions to support the firms’ growth
• Makes significant contributions to JPMorgan Chase’s site reliability community via internal forums, communities of practice, guilds, and conferences

Required qualifications, capabilities, and skills

• Formal training or certification on software engineering concepts and 5+ years applied experience
• Advanced knowledge in site reliability culture and principles with demonstrated ability to implement site reliability within an application or platform
• Advanced knowledge and experience in observability such as white and black box monitoring, service level objectives, alerting, and telemetry collection using tools such as Grafana, Dynatrace, Prometheus, Datadog, Splunk, etc.
• Experience in coding in Java
• Certification in AWS – Practitioner
• Advanced knowledge of software applications and technical processes with considerable depth in one or more technical disciplines
• Ability to communicate data-based solutions with complex reporting and visualization methods
• Recognized as an active contributor of the engineering community
• Continues to expand network and leads evaluation sessions with vendors to see how offerings can fit into the firm’s strategy
• Ability to anticipate, identify, and troubleshoot defects found during testing
• Strong communication skills with ability to mentor and educate others on site reliability principles and practices

Preferred qualifications, capabilities, and skills

• Certification in AWS – Solutions Architect
• Creating Release Management Solutions
• Creating Incident Management Solutions

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.

Job Description:

This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks.

Specific responsibilities include, but are not limited to:

• Managing the branch's Wealth Management Client Associates and Service Support Staff

• Overseeing the daily operations of a Merrill branch office ensuring appropriate supervision and compliance to industry regulations, and policies and procedures

• Driving business growth byleading the service delivery model and wealth management banking strategy for their respective market

• Hiring, developing, and leading a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service

• Coaching teams to deliver a modern, digital first service model focusing on exceeding the bank’s client service expectations and operational excellence goals

• Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill

• Resolving complex, escalated client service and operational needs

• Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel

• Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise

Managerial Responsibilities:

This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.

• Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.

• Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.

• Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.

• People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.

• Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.

• Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.

• Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.

Required Qualifications:

• Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted

• Minimum of 5+ years professional experience ​

Key Qualifications for the role:

• Current or previous Merrill Wealth Management experience strongly preferred

• Self-motivated and client centric

• Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures

• Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.)

• Prior trend analysis experience

• Strong customer service, problem resolution, and communication skills

• Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate

Desired Qualifications:

• Bachelor’s degree or equivalent work experience

Skills:

• Compensation Analysis

• Performance Management

• Process Performance Management

• Referral Management

• Workforce Planning

• Due Diligence

• Internal Audit Review

• Leadership Development

• Recruiting

• Risk Management

• Client Management

• Customer Service Management

• Employee Counseling

• Succession Planning

• Trade Operations Management

Principle Accountabilities:

• Leads the production of several processes/lines in a highly technical environment and responsible for the lines success.
• Evaluates daily/regularly plant operating performance and advises on changes in operating conditions that will improve efficiencies and quality.
• Lead a team of individual professionals (e.g. engineers/officers) to meet quality, cost, delivery and responsiveness requirements.
• Troubleshoot and analyze operational problems and advise on their resolution. Guide regular discussions with operators to coach performance and improve operational understanding and capability.
• Solicits and evaluates ideas for plant improvements and collaborates with qualified engineers to develop project proposals.
• Provides technical and operational advice to project teams.
• May act as principal interface between the operation team and the maintenance function.
• Engage in training and coaching of junior operators.

• Prioritizes production schedules based on product introduction, equipment efficiency, and materials supply in order to meet customer requirements.
• Initiate and participate in process development and cost improvement projects.
• Assist in department budget planning and management of department expenses.
• Maintains safe and clean work environment by educating and directing individuals on the use of all control points, equipment, and resources; maintaining compliance with established policies and procedures.
• Ensures compliance to manufacturing standards.

Knowledge / Skills / Abilities

Ability to work with mathematical concepts such as fractions, percentages, ratios, and proportions to practical situations.

Ability to define and solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to collect data, establish facts, interpret a variety of instructions furnished in written, oral, diagram, or schedule form, and draw valid conclusions.

Work Environment:

The employee is occasionally exposed to moving mechanical parts, work that requires repetitive motion, toxic or caustic chemicals, and risk of electrical shock. The noise level in the work environment is usually moderate.

Physical Demands:

While performing the duties of this job, the employee is regularly required to talk and hear. The employee frequently is required to stand and walk. The employee is occasionally required to sit, handle small components, and reach with hands and arms. The employee must regularly lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job includes close vision.

What you'll receive for the great work you provide:

• Full range of medical, dental, and vision plans
• Life Insurance
• Short-term and Long-term Disability
• Matching 401(k) Contributions
• Vacation and Paid Sick Time
• Tuition Reimbursement

Essential Responsibilities:

• Responsible for ensuring team is on schedule. Adjusts people and resources as necessary to meet business objectives. Reads work procedures, work instructions, drawings (where applicable), and provides instruction to others when required.
• Audit that required tools are available and in good working order, within calibration date, and escalate if additional action is required.
• Monitor the daily production flow and adjust workloads and resources appropriately.
• Identify, report, escalate, investigate, and resolve defects.
• Assist in implementation of process improvements to increase quality and productivity levels.
• Monitor team compliance to quality assurance and environmental health and safety procedures and policies as required, and correct as needed.
• Ensure team is using current documents released in MyWorkshop used during the production process.
• Qualified and effective competency trainer of the entire work area. Check and review final product paperwork or DHR entries as needed.
• Perform other duties as assigned and may be asked to be included in quality activities, training sessions, and employee activity teams.
• Participate in quality control inspections when required.
• Fill in for the supervisor when they are out of office.
• Monitor 5S in the area and drive continuous improvement initiatives.
• Serve as the subject matter expert for the area for technical support.
• Be the first responder to eAndons and escalate until they are resolved.
• Order tools and supplies as needed to support area needs.
• Handle initial personnel issues and escalate if needed.
• Serve as a backup to fill unexpected absences.
• Update visual management boards daily.
• Follow group lead standard work.

Qualifications/Requirements:

• High School Diploma or local equivalent.
• 5 or more years of related manufacturing experience.
• Ability to communicate, receive and understand instructions regarding duties to be performed
• Ability to provide instructions regarding policies and procedures Must be able to lift (floor to waist, waist to crown level, and horizontally).
• Lift and carry up to 50 lbs.
• Must be able to perform frequent simple grasping, firm grasping, fine manipulation, neck rotation, and neck flexion throughout the workday.
• Must be able to twist, push/pull, reach at, above and below shoulder height frequently throughout the workday.
• Must be able to frequently stoop and bend; occasionally squat and kneel, throughout the workday.
• Must be able to stand/sit continuously throughout the day.
• Must be able to ascend/descend/balance occasionally on portable step stool.

Desired Characteristics:

• Associates degree or local equivalent.
• Prior management experience.
• Prior experience working in a medical device manufacturing environment.
• Previous experience in GMP work environment.

Other: Quality Specific Goals:

• Aware of and comply with the GEHC Quality Manual, Quality Management System, Quality Management Policy, Quality Goals, and applicable laws and regulations as they apply to this job type/position.
• Complete all planned Quality & Compliance training within the defined deadlines.
• Identify and report any quality or compliance concerns and take immediate corrective action as required.
• Training: Aware of and comply with GEHC training requirements.
• Knowledge and understanding of production process, work instructions, documentation configuration control, non-conforming & rework documentation requirements and operates within them to ensure that a device conforms to its specification.
• Aware of and comply with Stop Order, Concessions, ESD, Calibration, Preventative Maintenance, Material Identification & Segregation, and Good Documentation Practices, as associated with this job type/position.

Additional Eligibility Qualifications:

GE will only employ those who are legally authorized to work in the United States for this opening. For this role sponsorship is not provided. Any offer of employment is conditioned upon the successful completion of a drug screen (as applicable).