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דרושים Client Service Associate ב-United States, Florida, Tampa

ממשו את הפוטנציאל שלכם בתעשיית ההייטק עם אקספוינט! חפשו הזדמנויות עבודה בתור Client Service Associate בUnited States, Florida, Tampa והצטרפו לעוד אלפים שכבר מצאו עבודה בחברות המובילות. התחילו את המסע שלכם עוד היום ומצאו את הקריירה האידיאלית עבורכם בתור Client Service Associate עם אקספוינט.
חברה
אופי המשרה
קטגוריות תפקיד
שם תפקיד (1)
United States
Florida
Tampa
נמצאו 141 משרות
08.12.2025
BOA

Bank Of America Private Wealth Client Associate United States, Florida, Tampa

Limitless High-tech career opportunities - Expoint
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...
תיאור:

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

1st shift (United States of America)

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08.12.2025
EY

EY Service Delivery Center - Enterprise Program Management Mana... United States, Florida, Tampa

Limitless High-tech career opportunities - Expoint
Collaborate with technical, delivery, and management teams on the coordination of aggregated/integrated roadmap views, tracking, planning, and resolution of risks and issues, as well as identifying and managing cross-functional dependencies....
תיאור:

Job Title: Service Delivery Center – Program Management – Manager

As a Program Manager at EY, you will be responsible for ensuring that both business-sponsored and internal programs/projects are planned, managed, and governed in a consistent and disciplined manner, with a focus on high-quality execution. You will help businesses realize the value from their IT investments by supporting strategy, improving the customer experience, and driving growth. As part of a high-performing team, you’ll provide advice about technology enablement and the strong effect IT has on major program transformations. This is a new group being developed in our Service Delivery Center, and you will have the opportunity to be a part of building a new team within this growing organization.

Your Key Responsibilities:

  • Collaborate with technical, delivery, and management teams on the coordination of aggregated/integrated roadmap views, tracking, planning, and resolution of risks and issues, as well as identifying and managing cross-functional dependencies.
  • Create and develop project charters, scope, and schedules, then plan and assign resources to a project.
  • Facilitate the centralization and automation of reporting processes where possible and relevant; actively collaborate with partners across Product and IT to meet business goals.
  • Establish procedures and monitoring controls with a mindset of continuous improvement while demonstrating strong ethical behavior.
  • Advise and consult with other departments about production software issues, concerns, problems, and questions.
  • Manage resources, communications, and cost management of projects.
  • Create project organization structures, including identification of key project team members and their roles, and develop and communicate the project plan to align project members and stakeholders.
  • Conduct kickoff meetings with all key stakeholders to announce the start of a project, review the overall project plan, and gain consensus.
  • Measure project performance using appropriate tools and techniques to monitor the progress of the project, identify and quantify any variances, perform any required corrective actions, and communicate to all stakeholders.
  • Demonstrate business skills with the ability to effectively negotiate priorities across multiple groups and teams.
  • Manage changes to the project scope, project schedule, and project costs to keep the project plan accurate and updated, reflecting authorized project changes as defined in the change management plan to facilitate customer acceptance.
  • Identify high-level risks, assumptions, and constraints, then implement approved actions and workarounds to minimize the impact of risks on the project.
  • Communicate any development or resourcing roadblocks to leadership and facilitate resolution.
  • Create and implement remedies to obstacles and challenges throughout the course of the project.
  • Develop and maintain relationships with stakeholders beyond IT services, including finance, communications, and legal, to cover all potential downstream implications of a project.
  • Improve team performance by building team cohesiveness and leading, mentoring, training, and motivating to facilitate cooperation among the teams.
  • Work with system end users to understand business functions and document requirements.
  • Analyze current business processes to identify potential gaps between current and target states.
  • Document system requirements via process/workflow diagrams, including potential error conditions based upon analysis of system capabilities.
  • Maintain system protocols by writing and updating procedures.
  • Write and maintain end-user and system practitioner documentation as reference material.
  • Effectively use the tools required for managing programs and projects at EY and provide thought leadership for the growth of the toolset and functionality to aid in PM delivery.
  • Work in a fast-paced environment and communicate with both technical and management staff.

Skills and Attributes for Success:

You’ll spend most of your time assisting in the day-to-day management of projects or as a business systems analyst. You’ll monitor progress, track project finances, risks, and issues, and confirm that key stakeholders are kept informed about progress and outcomes. You should be highly organized, possess outstanding verbal and written communication skills, and be a self-starter.

To qualify for the role, you must have:

  • A bachelor’s degree
  • Minimum 5+ years of related experience preferred, with consulting or industry experience in complex program management and portfolio management.
  • Strong communication, facilitation, and presentation skills, capable of putting together and speaking to executive-level presentations.
  • Experience in project delivery, including configurations, release, and change management.
  • Knowledge of integration plans, integration reports, and test procedures.
  • Experience scheduling and delivering implementations that include multiple components with tight interdependencies between these components.
  • Demonstrated project and program management skills in a cross-functional coordination role.
  • Broad knowledge of the IT function and how IT enables business through effective and strategic planning, governance, and management disciplines.

Ideally, you’ll also have:

  • Experience leading change in a Program Management setting.
  • Experience working in the financial services or professional services industry.
  • Experience working with executive IT or business leadership.
  • Agile experience and certifications are a plus.
  • Knowledge of standard IT methodologies and processes, such as PMBOK, Prince2, Six Sigma, CMMI, product management, and systems development life cycles.
  • Relevant industry certification (e.g., PMP, Agile CSM, SAFe).
  • An understanding of master scheduling and integrated project planning.
  • Experience with enterprise PMO and Lean PMO setup and operation.

What we look for

We’re interested in professionals with a genuine interest to contribute to the growth of the Testing practice. You can expect plenty of autonomy and variety in this role, so you’ll also need the ability to be nimble, take initiative and seek out opportunities to improve our current relationships and prioritize participation in practice initiatives that will generate a long-term pipeline of sales for the firm. If you’re serious about progressing and ready to take on some of our clients’ most complex issues, this role is for you.

We offer a competitive compensation package where you’ll be rewarded based on your performance and recognized for the value you bring to our business. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.

  • Continuous learning: You’ll develop the mindset and skills to navigate whatever comes next.
  • Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
  • Transformative leadership: We’ll give you the insights, coaching and confidence to be the leader the world needs.
  • Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.
  • The opportunity to develop management responsibilities among a portfolio of talent within a designated service line
  • A collaborative environment where everyone works together to create a better working world
  • Excellent training and development prospects, both through established programs and on-the-job training
  • An excellent team of senior colleagues, dedicated to managing and varying your workload

What we offer you
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn .

  • We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $86,600 to $197,800. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $103,900 to $224,700. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
  • Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
  • Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.


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משרות נוספות שיכולות לעניין אותך

08.12.2025
EY

EY Service Delivery Center - Enterprise Program Management Seni... United States, Florida, Tampa

Limitless High-tech career opportunities - Expoint
Collaborate with technical, delivery, and management teams on the coordination of aggregated/integrated roadmap views, tracking, planning, and resolution of risks and issues, as well as identifying and managing cross-functional dependencies....
תיאור:

Service Delivery Center – Program Management – Senior

As a Program Manager at EY, you will be responsible for ensuring that both business-sponsored and internal programs/projects are planned, managed, and governed in a consistent and disciplined manner, with a focus on high-quality execution. You will help businesses realize the value from their IT investments by supporting strategy, improving the customer experience, and driving growth. As part of a high-performing team, you’ll provide advice about technology enablement and the strong effect IT has on major program transformations. This is a new group being developed in our Service Delivery Center, and you will have the opportunity to be a part of building a new team within this growing organization.

Your Key Responsibilities:

  • Collaborate with technical, delivery, and management teams on the coordination of aggregated/integrated roadmap views, tracking, planning, and resolution of risks and issues, as well as identifying and managing cross-functional dependencies.
  • Create and develop project charters, scope, and schedules, then plan and assign resources to a project.
  • Facilitate the centralization and automation of reporting processes where possible and relevant; actively collaborate with partners across Product and IT to meet business goals.
  • Establish procedures and monitoring controls with a mindset of continuous improvement while demonstrating strong ethical behavior.
  • Advise and consult with other departments about production software issues, concerns, problems, and questions.
  • Manage resources, communications, and cost management of projects.
  • Create project organization structures, including identification of key project team members and their roles, and develop and communicate the project plan to align project members and stakeholders.
  • Conduct kickoff meetings with all key stakeholders to announce the start of a project, review the overall project plan, and gain consensus.
  • Measure project performance using appropriate tools and techniques to monitor the progress of the project, identify and quantify any variances, perform any required corrective actions, and communicate to all stakeholders.
  • Demonstrate business skills with the ability to effectively negotiate priorities across multiple groups and teams.
  • Manage changes to the project scope, project schedule, and project costs to keep the project plan accurate and updated, reflecting authorized project changes as defined in the change management plan to facilitate customer acceptance.
  • Identify high-level risks, assumptions, and constraints, then implement approved actions and workarounds to minimize the impact of risks on the project.
  • Communicate any development or resourcing roadblocks to leadership and facilitate resolution.
  • Create and implement remedies to obstacles and challenges throughout the course of the project.
  • Develop and maintain relationships with stakeholders beyond IT services, including finance, communications, and legal, to cover all potential downstream implications of a project.
  • Improve team performance by building team cohesiveness and leading, mentoring, training, and motivating to facilitate cooperation among the teams.
  • Work with system end users to understand business functions and document requirements.
  • Analyze current business processes to identify potential gaps between current and target states.
  • Document system requirements via process/workflow diagrams, including potential error conditions based upon analysis of system capabilities.
  • Maintain system protocols by writing and updating procedures.
  • Write and maintain end-user and system practitioner documentation as reference material.
  • Effectively use the tools required for managing programs and projects at EY and provide thought leadership for the growth of the toolset and functionality to aid in PM delivery.
  • Work in a fast-paced environment and communicate with both technical and management staff.

Skills and Attributes for Success:

You’ll spend most of your time assisting in the day-to-day management of projects or as a business systems analyst. You’ll monitor progress, track project finances, risks, and issues, and confirm that key stakeholders are kept informed about progress and outcomes. You should be highly organized, possess outstanding verbal and written communication skills, and be a self-starter.

To qualify for the role, you must have:

  • A bachelor’s degree
  • Minimum 2+ years of related experience preferred, with consulting or industry experience in complex program management and portfolio management.
  • Strong communication, facilitation, and presentation skills, capable of putting together and speaking to executive-level presentations.
  • Experience in project delivery, including configurations, release, and change management.
  • Knowledge of integration plans, integration reports, and test procedures.
  • Experience scheduling and delivering implementations that include multiple components with tight interdependencies between these components.
  • Demonstrated project and program management skills in a cross-functional coordination role.
  • Broad knowledge of the IT function and how IT enables business through effective and strategic planning, governance, and management disciplines.

Ideally, you’ll also have:

  • Experience leading change in a Program Management setting.
  • Experience working in the financial services or professional services industry.
  • Experience working with executive IT or business leadership.
  • Agile experience and certifications are a plus.
  • Knowledge of standard IT methodologies and processes, such as PMBOK, Prince2, Six Sigma, CMMI, product management, and systems development life cycles.
  • Relevant industry certification (e.g., PMP, Agile CSM, SAFe).
  • An understanding of master scheduling and integrated project planning.
  • Experience with enterprise PMO and Lean PMO setup and operation.

What we look for

We’re interested in professionals with a genuine interest to contribute to the growth of the Testing practice. You can expect plenty of autonomy and variety in this role, so you’ll also need the ability to be nimble, take initiative and seek out opportunities to improve our current relationships and prioritize participation in practice initiatives that will generate a long-term pipeline of sales for the firm. If you’re serious about progressing and ready to take on some of our clients’ most complex issues, this role is for you.

We offer a competitive compensation package where you’ll be rewarded based on your performance and recognized for the value you bring to our business. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.

  • Continuous learning: You’ll develop the mindset and skills to navigate whatever comes next.
  • Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
  • Transformative leadership: We’ll give you the insights, coaching and confidence to be the leader the world needs.
  • Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.
  • The opportunity to develop management responsibilities among a portfolio of talent within a designated service line
  • A collaborative environment where everyone works together to create a better working world
  • Excellent training and development prospects, both through established programs and on-the-job training
  • An excellent team of senior colleagues, dedicated to managing and varying your workload

What we offer you
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn .

  • We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $67,000 to $136,800. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $80,300 to $155,300. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
  • Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
  • Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.


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משרות נוספות שיכולות לעניין אותך

18.11.2025
BOA

Bank Of America Advisor Development Program Client Associate United States, Florida, Tampa

Limitless High-tech career opportunities - Expoint
Developing a book of business in order to meet and exceed established performance hurdles. Effectively prioritizing and sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the...
תיאור:

Job Description:

The Wealth Management Client Associate – Advisor Development Program (WMCA - ADP) role is an entry role into our Advisor Development Program where the destination role is becoming a full-scale Financial Advisor at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs).

As a WMCA - ADP your journey begins by obtaining your Securities Industry licenses, where you will receive dedicated study time for your Securities Industry Essentials [SIE], Series 7, and Series 66 Exams. Your SIE, Series 7 & 66 must be obtained within 120 days; (63 & 65 accepted, in lieu of 66, if previously held). Once you obtain your licenses, you will be taught the foundational skills needed to be a WMCA - ADP.

This job is responsible for providing client service support to multiple 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 FAs on the team.

Once you have reached your key milestones, including proficiency in your current role and the completion of experiential activities showcasing your ability to become an advisor, you will then progress into the next stage of the Advisor Development Program, beginning building a book of business as a Financial Advisor trainee. You will complete dedicated training preparing you for this role and once complete you will continue to work in a Merrill office where you will be acquiring, building, and managing client relationships while considering a client’s complex financial picture and guiding them with advice and solutions.

Once you complete your performance requirements as a Financial Advisor trainee you will reach the ultimate destination of becoming a Merrill Financial Advisor. You will be supported along the way with dedicated programs, tools, and resources throughout your career journey.

The Advisor Development Program consists of progressive roles to ultimately become a Merrill Financial Advisor. Our progressive roles in the Advisor Development Program engage in:

  • Developing a book of business in order to meet and exceed established performance hurdles
  • Effectively prioritizing and sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs
  • Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences
  • Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term planning
  • Organizing and managing resources (time, people, budget) to run a productive practice
  • Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client
  • Completing mandated training, assessments, performance goals and continuing education requirements

We’ll help you

  • Build a successful careerat Bank of America through world-class training and on-boarding programs that set you up for success.
  • Get training and one-on-one coachingfromour-award winning Academy at Bank of Americaand local leadership who are invested in your success.
  • Grow your business knowledgeby using a defined consultative approach to systematically identify client needs and appropriate solutions.
  • Provide end-to-end comprehensive advice, deliver clientreviews/presentationswith confidence and recommend strategies to help achieve their financial goals and life priorities.
  • Collaborate with core banking and investment partners.Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.


Required Qualifications:

  • Displays confidence working as a self-starter in a sales role
  • Builds strong client relationships through effective communication and collaboration
  • Displays a proactive mindset and effective time management
  • Demonstrates a results-driven growth mindset and prioritizes client interests
  • Identifies appropriate client solutions through application of learnings and new information
  • Exceptional interpersonal and relationship building skills
  • Effective communication skills (written and verbal)
  • Proven ability to quickly build trust and credibility
  • Proven ability to assess needs of and recommend appropriatesolutions
  • Proven ability to work both collaboratively on a team with key partners and independently
  • Proven ability to listen and probe for clarity and understanding
  • Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking
  • Strong follow-through skills
  • Computer/technical literacy and proficiency in applications such as Microsoft Suite

Desired Qualifications:

  • Bachelor’s degree and/or a minimum of one year of work experience
  • Learns and adapts to new technology or applications
  • Executes multiple tasks simultaneously

Job 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

:

  • 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

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.

1st shift (United States of America)

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משרות נוספות שיכולות לעניין אותך

18.09.2025
JPM

JPMorgan Omnichannel Integration Product Associate - Payments Senior United States, Florida, Tampa

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.
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משרות נוספות שיכולות לעניין אותך

18.09.2025
JPM

JPMorgan Digital Channels & Connectivity-Developer Portal-Product Ass... United States, Florida, Tampa

Limitless High-tech career opportunities - Expoint
Partners with the Product Manager to identify new product opportunities that reflect the needs of our customers and the market through user research and discovery. Identifies SDLC improvement opportunities and...
תיאור:


As a Senior Product Associate in Corporate Investment Banking Payments, you will be an integral part of the team scaling the

Job responsibilities
  • Partners with the Product Manager to identify new product opportunities that reflect the needs of our customers and the market through user research and discovery
  • Identifies SDLC improvement opportunities and designs solutions to implement
  • Considers and 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 and provide insight on potential product features that provide value to customers
  • Analyzes, tracks, and evaluates product metrics including work to time, cost, and quality targets across the product development life cycle
  • Writes the 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
  • Product management experience for technical products built for engineers (e.g., developer portals, APIs, API infrastructure)
  • Proficiency with agile frameworks and demonstrated experience on product teams using the agile methodology
  • Demonstrated ability to organize and facilitate meetings with partners and stakeholders of various levels
  • Demonstrated ability to recognize strategic direction and define a personal roadmap
Preferred qualifications, capabilities, and skills
  • Prior experience working with APIs and/or developer portals
  • Prior experience as a software engineer
  • Prior experience as an Agile professional
  • Preferred industry experience in Payments
  • Preferred experience with Financial Technology
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משרות נוספות שיכולות לעניין אותך

18.09.2025
JPM

JPMorgan Client Onboarding Implementation Associate United States, Florida, Tampa

Limitless High-tech career opportunities - Expoint
Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Manage assigned clients and proactively meet with them, both in person and over...
תיאור:
As a Relationship Banker in a Chase Branch, 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. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
  • Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
  • Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
  • Engage in clear, polite, consultative communication to understand and help clients, building trust – ask questions and listen to understand, anticipate their needs.
  • Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
  • Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
  • Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
  • 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
  • Ability to create memorable experiences for our clients – elevate the client experience.
  • Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
  • Ability to quickly and effectively resolve client issues with attention to detail – providing consistent client experience.
  • Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
  • High school degree, GED, or foreign equivalent.
  • The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC’s licensing program within 180 days of hire, study materials and support provided.
  • Ability to work branch hours including weekends and some evenings.
Preferred qualifications, capabilities, and skills
  • College degree or military equivalent.
  • Experience adhering to banking policies, procedures, and regulatory requirements.
Dodd Frank/Truth in Lending ActThis position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator 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 JPMorganChase, 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 JPMorganChase. Your continued employment in this position with JPMorganChase 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 JPMorganChase. 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:
FEDERAL DEPOSIT INSURANCE ACT:
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משרות נוספות שיכולות לעניין אותך

Limitless High-tech career opportunities - Expoint
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...
תיאור:

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

1st shift (United States of America)

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תכננו את מהלך הקריירה הבא שלכם בתעשיית ההייטק עם אקספוינט! הפלטפורמה שלנו מציעה מגוון רחב של משרות Client Service Associate באזור United States, Florida, Tampa, 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.