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דרושים Client Associate ב-United States, California, Glendale

ממשו את הפוטנציאל שלכם בתעשיית ההייטק עם אקספוינט! חפשו הזדמנויות עבודה בתור Client Associate בUnited States, California, Glendale והצטרפו לעוד אלפים שכבר מצאו עבודה בחברות המובילות. התחילו את המסע שלכם עוד היום ומצאו את הקריירה האידיאלית עבורכם בתור Client Associate עם אקספוינט.
חברה
אופי המשרה
קטגוריות תפקיד
שם תפקיד (1)
United States
California
Glendale
נמצאו 6 משרות
18.11.2025
BOA

Bank Of America Client Services Representative III - Bilingual Mandarin United States, California, Glendale

Limitless High-tech career opportunities - Expoint
Identifies client needs and recommends solutions. Records data captured during client interactions accurately. Identifies and escalates through appropriate channels for items requiring risk review, exception handling, or further analysis. Reads...
תיאור:

Job Description:

Job Description:
This job is responsible for resolving complex client requests through calls, chats, or emails in an inbound contact center environment. Key responsibilities include working in a challenging environment, ensuring accuracy, using logic, multi-tasking, toggling between systems, and communicating resolutions while delivering a great client experience. Job expectations include providing seamless service delivery by answering client questions, resolving problems, providing appropriate account maintenance, and looking for opportunities to deepen relationships through digital solutions.

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position:

Responsibilities:

  • Identifies client needs and recommends solutions
  • Records data captured during client interactions accurately
  • Identifies and escalates through appropriate channels for items requiring risk review, exception handling, or further analysis
  • Reads frequent updates and learning materials, often while on the call, and implements into conversations with speed and accuracy
  • Complies with industry regulations, bank procedures, integrity levels of the department's system and financial controls
  • Resolves common request types and applies knowledge of expanded scope to additional specialty requests that have increased complexity and risk
  • Navigates multiple systems, products, or skills to resolve client needs

Required Qualifications:

  • Displays passion, integrity, commitment and drive to deliver a positive, differentiated service that improves our clients’ financial lives
  • Fully understands how life events can impact a client’s financial situation and is prepared to actively advise solutions and analyze/resolve complex client problems through creative solutions
  • Shows commitment to excellent attendance with proven reliability and can adhere to the agreed upon work schedule
  • Dependable team-player attitude with an understanding that calls must be handled immediately, including weekends and holidays
  • Communicates effectively and confidently with all clients to make their financial lives better
  • Ability to engage with clients – begin a conversation, anticipate what questions a client will have, actively share information using plain language, build rapport and handle objections
  • Comfortable receiving ongoing performance feedback and coaching
  • Ability to learn and adapt to new information and technology platforms
  • Minimum of an intermediate level of proficiency with computers and current technology
  • 1+ years of customer/client service experience, including experience handling difficult client situations
  • Proficient in English and Mandarin


Desired Qualifications:

  • 1+ years of experience in the banking/financial industry
  • 2+ years of experience working in a client service capacity​

Skills:

  • Attention to Detail
  • Client Solutions Advisory
  • Customer Service Management
  • Customer and Client Focus
  • Issue Management
  • Account Management
  • Active Listening
  • Adaptability
  • Data Collection and Entry
  • Problem Solving
  • Analytical Thinking
  • Client Experience Branding
  • Fraud Management

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)

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15.09.2025
BOA

Bank Of America Client Services Representative II United States, California, Glendale

Limitless High-tech career opportunities - Expoint
Identifies client needs and recommends solutions when fraud has been identified. Records data captured during client interactions accurately. Identifies and escalates through appropriate channels for items requiring risk review, exception...
תיאור:


This job is responsible for resolving routine client requests through calls, chats, or emails in an inbound contact center environment. Key responsibilities include working in a challenging environment, ensuring accuracy, using logic, multi-tasking, toggling between systems, and communicating resolutions while delivering a great client experience. Job expectations include providing seamless service delivery by answering client questions, resolving problems, providing appropriate account maintenance, and looking for opportunities to deepen relationships through digital solutions.

Responsibilities:

  • Identifies client needs and recommends solutions when fraud has been identified
  • Records data captured during client interactions accurately
  • Identifies and escalates through appropriate channels for items requiring risk review, exception handling, or further analysis
  • Reads frequent updates and learning materials, often while on the call, and implements into conversations with speed and accuracy
  • Complies with industry regulations, bank procedures, integrity levels of the department's system, and financial controls

Required Qualifications:

  • Displays passion, integrity, commitment and drive to deliver a positive, differentiated service that improves our clients’ financial lives
  • Fully understands how life events can impact a client’s financial situation and is prepared to actively advise solutions and analyze/resolve complex client problems through creative solutions
  • Shows commitment to excellent attendance with proven reliability and can adhere to the agreed upon work schedule
  • Dependable team-player attitude with an understanding that calls must be handled immediately, including weekends and holidays
  • Communicates effectively and confidently with all clients to make their financial lives better
  • Ability to engage with clients - begin a conversation, anticipate what questions a client will have, actively share information using plain language, build rapport and handle objections
  • Comfortable receiving ongoing performance feedback and coaching
  • Ability to learn and adapt to new information and technology platforms
  • Minimum of an intermediate level of proficiency with computers and current technology
  • 1+ years of customer/client service experience, including experience handling difficult client situations


Desired Qualifications:

  • 1+ years of experience in the banking/financial industry
  • 1+ years of experience working in a client service capacity​

Skills:

  • Attention to Detail
  • Customer Service Management
  • Customer and Client Focus
  • Issue Management
  • Active Listening
  • Adaptability
  • Client Solutions Advisory
  • Data Collection and Entry
  • Problem Solving
  • Account Management
  • Analytical Thinking
  • Client Experience Branding
  • Fraud Management

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)

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משרות נוספות שיכולות לעניין אותך

14.08.2025
JPM

JPMorgan JP Morgan Wealth Management – Private Client Advisor - Glend... United States, California, Glendale

Limitless High-tech career opportunities - Expoint
Assess regulatory changes in EMEA against existing policies to identify improvement areas. Lead or support remediation projects with global and local stakeholders. Manage internal and external examinations related to the...
תיאור:


As a Third Party Oversight Specialist in the CTPO team, you will support us in enhancing our processes to align with regional regulatory changes. You will manage regulatory, audit, and compliance examinations, ensuring our vendors meet JPMorgan Chase's high standards. This role offers the opportunity to collaborate with global and local stakeholders, driving strategic change and compliance excellence.

Job Responsibilities

  • Assess regulatory changes in EMEA against existing policies to identify improvement areas.
  • Lead or support remediation projects with global and local stakeholders.
  • Manage internal and external examinations related to the CTPO framework.
  • Act as the primary contact for regional stakeholders on CTPO matters.
  • Support the implementation of strategic tools, accommodating regional variances.

Required Qualifications, Capabilities, and Skills

  • Experience in outsourcing and third-party risk management.
  • Understanding of the EMEA outsourcing regulatory landscape.
  • Knowledge of EBA Guidelines, PRA Supervisory Statements, and DORA.
  • Knowledge of risk management and control principles.
  • Experience in interpreting regulatory requirements.
  • Experience managing audits and regulatory reviews.
  • Strong written and verbal communication skills at the senior management level.
  • Excellent risk judgment and proactive issue identification.
  • Ability to partner with related functions for a coordinated program.

Preferred Qualifications, Capabilities, and Skills

  • Strong analytical and listening skills.
  • Experience in strategic change management.
  • Ability to perform root cause analysis for long-term solutions.
  • Experience working with global teams and stakeholders.
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משרות נוספות שיכולות לעניין אותך

22.07.2025
JPM

JPMorgan Hiring Event - Part Time Associate Banker Glendale Burbank M... United States, California, Glendale

Limitless High-tech career opportunities - Expoint
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...
תיאור:
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts – helping clients achieve their financial goals.
Job Responsibilities
  • 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.
Required Qualifications, Capabilities, and Skills
  • 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.
Preferred Qualifications, Capabilities, and Skills
  • Strong desire and ability to influence, educate, and connect customers to technology solutions.
  • Cash handling experience.

FEDERAL DEPOSIT INSURANCE ACT:

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משרות נוספות שיכולות לעניין אותך

23.04.2025
JPM

JPMorgan Hiring Event - Part Time Associate Banker Glendale Burbank M... United States, California, Glendale

Limitless High-tech career opportunities - Expoint
Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings. Helps...
תיאור:
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
  • Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
  • Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
  • 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
  • Assists clients and the branch team by helping with new account openings when needed
  • Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Required qualifications, capabilities, and skills
  • 6+ months of customer service experience
  • High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
  • Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
  • Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
  • Strong desire and ability to influence, educate, and connect customers to technology
  • Cash handling experience

FEDERAL DEPOSIT INSURANCE ACT:
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משרות נוספות שיכולות לעניין אותך

15.04.2025
CG

Citi Group Registered Client Service Associate - B11 GLENDALE United States, California, Glendale

Limitless High-tech career opportunities - Expoint
Deliver wealth management services to clients with guidance from the Banker teams. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup,...
תיאור:

Responsibilities:

  • Deliver wealth management services to clients with guidance from the Banker teams.
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.


Qualifications:

  • 2-5 years relevant experience
  • Ability to manage multiple concurrent deadlines with strong organizational and time management skills per the needs of banker teams and clients
  • Ability to problem solve and analyze data with demonstration of attention to detail
  • Strong verbal and written communication skills
  • Client facing experience; strong background and interest in the fields of operations and compliance; previous sales referral experience Knowledge of investments, banking, and credit products
  • US: Licenses: Series 7/63 or 7/66 required

Education:

  • Bachelor's/University degree or equivalent experience
Private Client CoverageClient Services

Full timeGlendale California United States$74,390.00 - $103,810.00


Anticipated Posting Close Date:

Apr 10, 2025

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משרות נוספות שיכולות לעניין אותך

Limitless High-tech career opportunities - Expoint
Identifies client needs and recommends solutions. Records data captured during client interactions accurately. Identifies and escalates through appropriate channels for items requiring risk review, exception handling, or further analysis. Reads...
תיאור:

Job Description:

Job Description:
This job is responsible for resolving complex client requests through calls, chats, or emails in an inbound contact center environment. Key responsibilities include working in a challenging environment, ensuring accuracy, using logic, multi-tasking, toggling between systems, and communicating resolutions while delivering a great client experience. Job expectations include providing seamless service delivery by answering client questions, resolving problems, providing appropriate account maintenance, and looking for opportunities to deepen relationships through digital solutions.

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position:

Responsibilities:

  • Identifies client needs and recommends solutions
  • Records data captured during client interactions accurately
  • Identifies and escalates through appropriate channels for items requiring risk review, exception handling, or further analysis
  • Reads frequent updates and learning materials, often while on the call, and implements into conversations with speed and accuracy
  • Complies with industry regulations, bank procedures, integrity levels of the department's system and financial controls
  • Resolves common request types and applies knowledge of expanded scope to additional specialty requests that have increased complexity and risk
  • Navigates multiple systems, products, or skills to resolve client needs

Required Qualifications:

  • Displays passion, integrity, commitment and drive to deliver a positive, differentiated service that improves our clients’ financial lives
  • Fully understands how life events can impact a client’s financial situation and is prepared to actively advise solutions and analyze/resolve complex client problems through creative solutions
  • Shows commitment to excellent attendance with proven reliability and can adhere to the agreed upon work schedule
  • Dependable team-player attitude with an understanding that calls must be handled immediately, including weekends and holidays
  • Communicates effectively and confidently with all clients to make their financial lives better
  • Ability to engage with clients – begin a conversation, anticipate what questions a client will have, actively share information using plain language, build rapport and handle objections
  • Comfortable receiving ongoing performance feedback and coaching
  • Ability to learn and adapt to new information and technology platforms
  • Minimum of an intermediate level of proficiency with computers and current technology
  • 1+ years of customer/client service experience, including experience handling difficult client situations
  • Proficient in English and Mandarin


Desired Qualifications:

  • 1+ years of experience in the banking/financial industry
  • 2+ years of experience working in a client service capacity​

Skills:

  • Attention to Detail
  • Client Solutions Advisory
  • Customer Service Management
  • Customer and Client Focus
  • Issue Management
  • Account Management
  • Active Listening
  • Adaptability
  • Data Collection and Entry
  • Problem Solving
  • Analytical Thinking
  • Client Experience Branding
  • Fraud Management

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)

Show more
תכננו את מהלך הקריירה הבא שלכם בתעשיית ההייטק עם אקספוינט! הפלטפורמה שלנו מציעה מגוון רחב של משרות Client Associate באזור United States, California, Glendale, ומעניקה לכם גישה לחברות הטובות ביותר בתחום. בין אם אתם מחפשים אתגר חדש או שינוי נוף, אקספוינט תקל על מציאת התאמת העבודה המושלמת עבורכם. עם מנוע החיפוש הקל לשימוש שלנו, תוכלו למצוא במהירות הזדמנויות עבודה ולחבור לחברות מובילות. הירשמו היום ועשו את הצעד הבא בקריירת ההיי-טק שלכם עם Expoint.