Customer Service Representative jobs at Bakkt

The Visory Technical Service Representative Lead (Tier 2) will serve as the dedicated on-site technical support resource for a key wealth management client in New York City (Midtown). This role provides advanced troubleshooting, escalated issue resolution, and high-quality customer service while acting as the primary technical point of contact for all on-site needs. Working from the client's office Monday through Friday, the TSR Lead will manage and resolve the client's support tickets, coordinate with the broader Technical Service Team for escalations, and ensure consistent, reliable IT support. This position requires strong Tier 2 technical expertise with an emphasis on Azure technologies; Nerdio experience is a plus. While MSP background is beneficial, candidates with solid internal IT support experience will also be considered due to the single-client focus. Only candidates currently in the NYC area will be considered for this role. Duties/Responsibilities: Provide front-line technical support with exceptional customer service both on-site in NYC office and via email, phone and chat while also achieving target customer satisfaction on assigned tickets. Use excellent communication and interpersonal skills to ensure that customer and system issues are resolved in a timely fashion. Identify recurring customer issues and diagnose root causes, then collaborate with Technical Service Manager and Technical Service Team to determine permanent resolutions and solve tickets in the que. Fully document all customer issues and support calls in the ticket system, including problem resolution and time to fix, as well as update existing documentation when found to be incomplete or inaccurate. Maintain and participate in on-call schedule, including weekends and after-hours. Complete assigned training and any other technical training which relates to your job and required skills. Required Skills/Abilities: Strong understanding of Active Directory Fundamentals On-Prem and Azure O365 Working knowledge of Group Policy, RDS/RDP, and Citrix fundamentals Expertise in Microsoft Windows desktop and server operating systems plus Cloud hosting principles. Knowledge of local printer configurations in Remote VMs & Local On-Prem machines Proficiency with Remote Monitoring and Management Systems Working knowledge of Windows Command Line interface Networking fundamentals - including VPN/VoIP/ACLs/Security/Compliance Work in conjunction with other departments to investigate issues. 5+ years related IT work experience and/or training; or equivalent combination of education and experience preferred. Education and Experience: Associates' or Bachelor's degree preferred Full Azure Suite experience required, Nerdio a plus! MS-900 Microsoft 365 Fundamentals Certification, preferred CompTIA Network+ Certification, a plus! About Visory: Visory is a hands-on technology and cybersecurity partner delivering enterprise-grade IT services, compliance support, and managed infrastructure to financial, accounting, construction, and other growing businesses. Backed by a team of over 150 professionals, Visory combines deep industry expertise with excellent client support to keep clients secure, compliant, and running smoothly. The company empowers clients to confidently navigate digital transformation with proactive, thoughtful solutions.

Regular Your opportunity As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You'll play a critical role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help deliver an unparalleled client experience. Development and growth are at the core of this role. In the Branch Network at Schwab, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. Although licensing isn't required for the role, Schwab will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you. What you have Required Qualifications: 1+ years of Client/Customer Service experience Preferred Qualifications: Previous experience in Financial Services/Wealth Management and/or closely related industry. While licensing is preferred, it is not required for this role, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses Ability to handle client needs with tact and diplomacy Outstanding written and oral communication skills Experience working independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously Ability to build and maintain good cross-enterprise working relationships Basic understanding of brokerage regulations and rules that govern client accounts May be asked to become a Notary In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

The Opportunity: Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices across the country, Mesirow serves clients through capabilities spanning Private Capital & Currency, Capital Markets and Investment Banking, and Advisory Services. Our advisors provide investment and fiduciary services to individuals, families, corporations, and non-profit organizations. With roughly $10B in assets under management, we have earned a reputation for effectively managing our clients' needs and goals. Wealth Management has been Mesirow's flagship business for over 80 years, built around our trusted advisors, with an average tenure of over 20 years. We are seeking a highly motivated Client Relationship Specialist to work out of our Highland Park office to provide high-touch client service and dedicated operational support to a team of highly motivated Financial Advisors and their High-Net-Worth individual clients. Responsibilities: * Client onboarding, including preparation of new account paperwork and client information-gathering * Account maintenance, including any account registration and account profile changes * Asset movement processing, including journals, wire transfers and EFTs * Assist with quarterly billing and performance reporting * Client issue resolution * Gathering tax information for clients and assisting with tax reporting * Relationship management, including regular client contact * General administrative functions, including but not limited to: * Maintaining information in the Client Relationship Management System * Exception report review * Preparation of miscellaneous paperwork, such as letters of authorization, check-writing applications, operational documents, etc. * Communicating with supervisors regarding compliance matters and miscellaneous regulatory inquiries * Trade execution and trade error resolution, as may be applicable and required Requirements: * Bachelor's degree * Minimum of 3 years relevant experience required * FINRA Series 7 and 66 licenses preferred * Familiarity with estates preferred * Highly motivated self-starter with a strong work ethic and positive "can-do" attitude * Excellent proficiency in Microsoft applications (Word, Excel, PowerPoint, etc.) * Familiarity with Salesforce, Wealthscape Investor and Black Diamond preferred * Demonstrates an ability to learn new processes and technology platforms * Takes direction well and demonstrates proactive follow through on assigned tasks * Ability to prioritize and effective time management skills * Excellent verbal and written communication skills * Remains focused on tasks and retains composure under pressure or with conflicting priorities * Gathers information and consults appropriate parties when additional guidance is needed * Solicits feedback from team members on a regular basis and commits to performance improvement in identified areas * Responsive to client requests and escalates to team members whenever necessary In accordance with the Illinois Pay Transparency Law, the anticipated hiring base salary for the role will be between $75,000 and $95,000 per year. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, also provides the opportunity for a bonus and the Mesirow benefit program. EOE

The Opportunity: Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices across the country, Mesirow serves clients through capabilities spanning Private Capital & Currency, Capital Markets and Investment Banking, and Advisory Services. Our advisors provide investment and fiduciary services to individuals, families, corporations, and non-profit organizations. With roughly $10B in assets under management, we have earned a reputation for effectively managing our clients' needs and goals. Wealth Management has been Mesirow's flagship business for over 80 years, built around our trusted advisors, with an average tenure of over 20 years. We are seeking a highly motivated Client Relationship Specialist to work out of our Highland Park office to provide high-touch client service and dedicated operational support to a team of highly motivated Financial Advisors and their High-Net-Worth individual clients. Responsibilities: Client onboarding, including preparation of new account paperwork and client information-gathering Account maintenance, including any account registration and account profile changes Asset movement processing, including journals, wire transfers and EFTs Assist with quarterly billing and performance reporting Client issue resolution Gathering tax information for clients and assisting with tax reporting Relationship management, including regular client contact General administrative functions, including but not limited to: Maintaining information in the Client Relationship Management System Exception report review Preparation of miscellaneous paperwork, such as letters of authorization, check-writing applications, operational documents, etc. Communicating with supervisors regarding compliance matters and miscellaneous regulatory inquiries Trade execution and trade error resolution, as may be applicable and required Requirements: Bachelor's degree Minimum of 5 years relevant experience required FINRA Series 7 and 66 licenses strongly preferred Familiarity with estates preferred Highly motivated self-starter with a strong work ethic and positive “can-do” attitude Excellent proficiency in Microsoft applications (Word, Excel, PowerPoint, etc.) Familiarity with Salesforce, Wealthscape Investor and Black Diamond preferred Demonstrates an ability to learn new processes and technology platforms Takes direction well and demonstrates proactive follow through on assigned tasks Ability to prioritize and effective time management skills Excellent verbal and written communication skills Remains focused on tasks and retains composure under pressure or with conflicting priorities Gathers information and consults appropriate parties when additional guidance is needed Solicits feedback from team members on a regular basis and commits to performance improvement in identified areas Responsive to client requests and escalates to team members whenever necessary In accordance with the Illinois Pay Transparency Law, the anticipated hiring base salary for the role will be between $75,000 and $95,000 per year. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, also provides the opportunity for a bonus and the Mesirow benefit program. EOE

Are you ready to join a team that is redefining client experience excellence? Come join JPMorgan Private Client as a Client Experience Specialist to help support a team that is dedicated to delivering unparalleled service. As a Client Experience Specialist in the Firm's Consumer and Community Banking's division, you will be instrumental in delivering a high-touch client experience. In this role, you'll partner with our Relationship Managers to deliver on the JPMorgan Private Client value proposition by assisting clients with their banking needs, identifying opportunities to deepen client relationships, and supporting clients while obtaining loans. If you're passionate about delivering exceptional service while building relationships, come join our team. **Job Responsibilities** + Provide clients with white glove service by delivering a seamless client onboarding experience, owning inquiries from start to finish and completing servicing requests as needed. + Support Relationship Managers in deepening client relationships by taking client inquiry calls, assisting with analyzing client's banking relationship and conducting business calls with Relationship Managers. + Develop expertise in deposit products to assist clients with day-to-day banking needs including identifying banking solutions for clients, preparing deposit sales presentations and knowing and verifying the identity of clients. + Manage the lending process by completing with loan application with clients, quoting rates, or sending pre-approval letters. + Assist Relationship Managers with marketing activities such as sending JPMorgan approved client gifts, coordinating open houses or inviting clients to events. + Leverage product knowledge and utilize every interaction to uncovering opportunities for deepening client wallet share and raising to the aligned Relationship Manager **Required Qualifications, Capabilities, and Skills** + A minimum of two years of financial services experience. + Demonstrated experience delivering exceptional client service to an affluent client base. **Preferred Qualifications, Capabilities, and Skills** + A bachelor's degree + Experience cultivating relationships through delivering Deposit Banking, Home or Business lending needs. **This role is eligible to participate in an incentive compensation plan that is paid on an annual basis. More details about total compensation and benefits will be provided during the hiring process** . **Dodd Frank/Truth in Lending Act** This 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 JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ******************************************************************** x Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** New York,NY $38.46 - $57.69 / hour

Job DescriptionDescription: At HALO, we unleash the energy of our client's brands and amplify their stories to capture the attention of those who matter most. For that reason, more than 60,000 small- and mid-sized businesses work with HALO and have made us the global leader of the branded merchandise industry. Join a team dedicated to getting customer orders ready for shipment to our clients all over the world. We offer a different kind of distribution center experience! This is an on-site Fulfillment position in our Sterling, IL fulfillment center, specifically focus on receiving and inventory management of HALO's products. This opening is for 1st shift, working Monday through Friday from 8:00am - 4:30pm. Responsibilities Prepare packages and process shipments using UPS, FedEx, third party shipping system Compare packing list to company purchase orders and ensure that the products in each delivery match the packing list Count inventory, track packages, post freight to purchase orders and process returns Load and unload trucks as well as put away stock Answer questions regarding inventory, shipping, freight and supplies Check and respond to company emails Work on fulfillment and kitting projects Make bins and labels for new program merchandise Maintain neat and orderly appearance of entire warehouse Operate forklifts, stand-up electric pallet jacks and manual pallet jacks Requirements: Must be at least 18 years of age or older with the ability to read and speak English for safety purposes High School diploma or GED required 1+ years of receiving experience, previous warehouse experience and forklift license preferred Basic skills in Microsoft Word and Outlook preferred Motivated by deadline-oriented work environment Able to work overtime when required Ability to lift up to 50 pounds unassisted Pushing and pulling up to 200 pounds with assistance of rolling carts Compensation: The pay rate for this role is $15.00 per hour. Please note that this pay serves as a general guideline and reflects a broad spectrum of labor markets across the US. While it is uncommon for candidates to be hired at or near the top of the range, compensation decisions are influenced by various factors. At HALO, these include, but are not limited to, the scope and responsibilities of the role, the candidate's work experience, location, education and training, key skills, internal equity, external market data, and broader market and business considerations. Benefits: At HALO, we offer benefits that support all aspects of your life, helping you find a work-life balance that's right for you. Our comprehensive benefits include nationwide coverage for Medical, Dental, Vision, Life, and Disability insurance, along with additional Voluntary Benefits. Prepare for your financial future with our 401(k) Retirement Savings Plan, Health Savings Accounts (HSA), and Flexible Spending Accounts (FSA). More about HALO At HALO, we unleash the energy of our client's brands and amplify their stories to capture the attention of those who matter most. For that reason, more than 60,000 small- and mid-sized businesses work with HALO and have made us the global leader of the branded merchandise industry. Career Advancement: At HALO, we love promoting from within. Internal promotions have been the key to our exponential growth in the last few years. With so many industry leaders at HALO, you'll have the opportunity to accelerate your career by learning from their experience, insights, and skills and gain access to HALO's influential global network, leadership experiences, and diverse thinking. Culture: We love working here and know that you will too. You can expect a positive culture of ingenuity, inclusion, and relentless determination. We push the limits of possibilities and imagination by staying curious, humble, and provocative in order to break through yesterday's limit. Diversity is the source of our creativity and we thrive when each of us contributes to an inclusive culture of respect, dignity, and equity mindset in everything we do. We keep our promise for excellence with an unrelenting commitment to achieving results and supporting one another to stay accountable, transparent, and dependable. Recognition: You're going to succeed here, and you can count on us to celebrate your wins. Colleagues across the company will join in recognizing your big milestones and nominate you for awards. Over time, you'll earn so much recognition that you can convert into gift cards, trips, concerts, and merchandise at your favorite brands. Stay well at HALO: At HALO, we have benefits that support all parts of your life and to find a work-life balance custom to you. We offer nationwide coverage for Medical, Dental, Vision, Life and Disability insurance, and additional Voluntary Benefits. Prepare your financial future with our 401K Retirement Savings Plan, Health Savings Accounts (HSA), and Flexible Spending Accounts (FSA). HALO is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We insist on an environment of mutual respect where equal employment opportunities are available to all applicants without regard to race, color, religion, sex, pregnancy (including childbirth, lactation and related medical conditions), national origin, age, physical and mental disability, marital status, sexual orientation, gender identity, gender expression, genetic information (including characteristics and testing), military and veteran status, and any other characteristic protected by applicable law. Inclusion is a core value at HALO and we seek to recruit, develop and retain the most talented people. HALO participates in E-Verify. Please see the following notices in English and Spanish for important information: E-Verify Participation and Right to Work. HALO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need reasonable accommodation because of a disability for any part of the employment process - including the online application and/or overall selection process - you may email us at ***********. Please do not use this as an alternative method for general inquiries or status on applications as you will not receive a response. Reasonable requests will be reviewed and responded to on a case-by-case basis.

JobID: 210685303 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $31.25-$42.79 Join a team that enjoys building relationships and helps identify growth opportunities for Commercial Real Estate clients. Description Do you enjoy building relationships, helping to identify growth opportunities for clients, and have a passion for Commercial Real Estate? If so, the Commercial Real Estate Commercial Term Lending team is a great fit! As a Client Specialist on the Commercial Term Lending team, you will support one or more Client Managers and serve as a contact point for customers to resolve issues/difficulties across multiple departments. You will facilitate the application process, interact with customers to request necessary documentation, and discuss products and pricing. You will also develop a comprehensive understanding of treasury services through collaboration with the Treasury Management Officer. Commercial Term Lending (CTL) provides commercial real estate owners and investors with term financing solutions for purchase or refinance of stabilized industrial, retail, office, mixed use and multifamily properties. Our business is successful because of the dedication of our people and their ability to utilize cutting edge systems, continually hone business processes and embrace our business culture. Local knowledge and experience are key components to commercial real estate success, which is why CTL draws on deep local expertise from its sales teams to understand our customers' businesses and deliver personalized service from start to finish. Job responsibilities * Facilitate application process by interfacing with customers in taking complete applications. Requesting documentation from borrowers. Discussing products, pricing and quoting and locking interest rates at the request of the Client Manager. * Develop a working knowledge of treasury services products and process in order to assist customers with opening accounts. * Collaborate with the Treasury Management Officer (TMO) on payments and liquidity sales process. * Partner with TMOs throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately. * Act as a liaison between the Client Manager and the processing team and coordinate Letter of Interest submissions as well as loan closings. Review complex files with multi-layered entity documentation and examine third party reports and leases to identify potential problems with loan applications and arrive at a workable solution prior to submission to underwriting. * Manage pipeline, including updating Client Manager on pipeline status and updating borrowers on the status of their loan. * Assist the Client Manager in building customer and real estate broker relationships by coordinating and managing marketing to customers and brokers. Assist and attend team marketing events and trade shows. * Establish with Client Manager the number of loans required to fund and close in Client Manager annual production goal setting process. * Support Client Manager to achieve high originations and retain existing clients. You will provide a high level of customer service to both internal and external customers. Required qualifications, capabilities and skills: * Minimum 2 years' experience in mortgage lending, with inside sales/customer service background. * Excellent desktop skills including Microsoft Excel, PowerPoint, and other Office applications. * Enthusiastic and self-motivated. * Superior written and oral communication. * Superior customer service skills. * Ability to demonstrate control, flexibility, and maintain quality and high productivity when dealing with customers and changing work demand. * Strong organizational and execution skills including ability to multitask and work independently across various levels in the organization. Preferred qualifications, capabilities, and skills: * College graduate preferred. * Ability to make personal connections, engage customers, and remain courteous and professional in a team environment. * Professional, thorough, and organized with follow-up skills, ability to learn products, services, and procedures quickly and accurately. * Superior interpersonal communication skills, as well as strong attention to detail and time management.

Do you enjoy building relationships, helping to identify growth opportunities for clients, and have a passion for Commercial Real Estate? If so, the Commercial Real Estate Commercial Term Lending team is a great fit! As a Client Specialist on the Commercial Term Lending team, you will support one or more Client Managers and serve as a contact point for customers to resolve issues/difficulties across multiple departments. You will facilitate the application process, interact with customers to request necessary documentation, and discuss products and pricing. You will also develop a comprehensive understanding of treasury services through collaboration with the Treasury Management Officer. Commercial Term Lending (CTL) provides commercial real estate owners and investors with term financing solutions for purchase or refinance of stabilized industrial, retail, office, mixed use and multifamily properties. Our business is successful because of the dedication of our people and their ability to utilize cutting edge systems, continually hone business processes and embrace our business culture. Local knowledge and experience are key components to commercial real estate success, which is why CTL draws on deep local expertise from its sales teams to understand our customers' businesses and deliver personalized service from start to finish. Job responsibilities Facilitate application process by interfacing with customers in taking complete applications. Requesting documentation from borrowers. Discussing products, pricing and quoting and locking interest rates at the request of the Client Manager. Develop a working knowledge of treasury services products and process in order to assist customers with opening accounts. Collaborate with the Treasury Management Officer (TMO) on payments and liquidity sales process. Partner with TMOs throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately. Act as a liaison between the Client Manager and the processing team and coordinate Letter of Interest submissions as well as loan closings. Review complex files with multi-layered entity documentation and examine third party reports and leases to identify potential problems with loan applications and arrive at a workable solution prior to submission to underwriting. Manage pipeline, including updating Client Manager on pipeline status and updating borrowers on the status of their loan. Assist the Client Manager in building customer and real estate broker relationships by coordinating and managing marketing to customers and brokers. Assist and attend team marketing events and trade shows. Establish with Client Manager the number of loans required to fund and close in Client Manager annual production goal setting process. Support Client Manager to achieve high originations and retain existing clients. You will provide a high level of customer service to both internal and external customers. Required qualifications, capabilities and skills: Minimum 2 years' experience in mortgage lending, with inside sales/customer service background. Excellent desktop skills including Microsoft Excel, PowerPoint, and other Office applications. Enthusiastic and self-motivated. Superior written and oral communication. Superior customer service skills. Ability to demonstrate control, flexibility, and maintain quality and high productivity when dealing with customers and changing work demand. Strong organizational and execution skills including ability to multitask and work independently across various levels in the organization. Preferred qualifications, capabilities, and skills: College graduate preferred. Ability to make personal connections, engage customers, and remain courteous and professional in a team environment. Professional, thorough, and organized with follow-up skills, ability to learn products, services, and procedures quickly and accurately. Superior interpersonal communication skills, as well as strong attention to detail and time management.

Do you enjoy building relationships, helping to identify growth opportunities for clients, and have a passion for Commercial Real Estate? If so, the Commercial Real Estate Commercial Term Lending team is a great fit! As a Client Specialist on the Commercial Term Lending team, you will support one or more Client Managers and serve as a contact point for customers to resolve issues/difficulties across multiple departments. You will facilitate the application process, interact with customers to request necessary documentation, and discuss products and pricing. You will also develop a comprehensive understanding of treasury services through collaboration with the Treasury Management Officer. Commercial Term Lending (CTL) provides commercial real estate owners and investors with term financing solutions for purchase or refinance of stabilized industrial, retail, office, mixed use and multifamily properties. Our business is successful because of the dedication of our people and their ability to utilize cutting edge systems, continually hone business processes and embrace our business culture. Local knowledge and experience are key components to commercial real estate success, which is why CTL draws on deep local expertise from its sales teams to understand our customers' businesses and deliver personalized service from start to finish. Job responsibilities Facilitate application process by interfacing with customers in taking complete applications. Requesting documentation from borrowers. Discussing products, pricing and quoting and locking interest rates at the request of the Client Manager. Develop a working knowledge of treasury services products and process in order to assist customers with opening accounts. Collaborate with the Treasury Management Officer (TMO) on payments and liquidity sales process. Partner with TMOs throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately. Act as a liaison between the Client Manager and the processing team and coordinate Letter of Interest submissions as well as loan closings. Review complex files with multi-layered entity documentation and examine third party reports and leases to identify potential problems with loan applications and arrive at a workable solution prior to submission to underwriting. Manage pipeline, including updating Client Manager on pipeline status and updating borrowers on the status of their loan. Assist the Client Manager in building customer and real estate broker relationships by coordinating and managing marketing to customers and brokers. Assist and attend team marketing events and trade shows. Establish with Client Manager the number of loans required to fund and close in Client Manager annual production goal setting process. Support Client Manager to achieve high originations and retain existing clients. You will provide a high level of customer service to both internal and external customers. Required qualifications, capabilities and skills: Minimum 2 years' experience in mortgage lending, with inside sales/customer service background. Excellent desktop skills including Microsoft Excel, PowerPoint, and other Office applications. Enthusiastic and self-motivated. Superior written and oral communication. Superior customer service skills. Ability to demonstrate control, flexibility, and maintain quality and high productivity when dealing with customers and changing work demand. Strong organizational and execution skills including ability to multitask and work independently across various levels in the organization. Preferred qualifications, capabilities, and skills: College graduate preferred. Ability to make personal connections, engage customers, and remain courteous and professional in a team environment. Professional, thorough, and organized with follow-up skills, ability to learn products, services, and procedures quickly and accurately. Superior interpersonal communication skills, as well as strong attention to detail and time management.

Are you ready to join a team that is redefining client experience excellence? Come join JPMorgan Private Client as a Client Experience Specialist to help support a team that is dedicated to delivering unparalleled service. As a Client Experience Specialist in the Firm's Consumer and Community Banking's division, you will be instrumental in delivering a high-touch client experience. In this role, you'll partner with our Relationship Managers to deliver on the JPMorgan Private Client value proposition by assisting clients with their banking needs, identifying opportunities to deepen client relationships, and supporting clients while obtaining loans. If you're passionate about delivering exceptional service while building relationships, come join our team. Job Responsibilities Provide clients with white glove service by delivering a seamless client onboarding experience, owning inquiries from start to finish and completing servicing requests as needed. Support Relationship Managers in deepening client relationships by taking client inquiry calls, assisting with analyzing client's banking relationship and conducting business calls with Relationship Managers. Develop expertise in deposit products to assist clients with day-to-day banking needs including identifying banking solutions for clients, preparing deposit sales presentations and knowing and verifying the identity of clients. Manage the lending process by completing with loan application with clients, quoting rates, or sending pre-approval letters. Assist Relationship Managers with marketing activities such as sending JPMorgan approved client gifts, coordinating open houses or inviting clients to events. Leverage product knowledge and utilize every interaction to uncovering opportunities for deepening client wallet share and raising to the aligned Relationship Manager Required Qualifications, Capabilities, and Skills A minimum of two years of financial services experience. Demonstrated experience delivering exceptional client service to an affluent client base. Preferred Qualifications, Capabilities, and Skills A bachelor's degree Experience cultivating relationships through delivering Deposit Banking, Home or Business lending needs. This role is eligible to participate in an incentive compensation plan that is paid on an annual basis. More details about total compensation and benefits will be provided during the hiring process . Dodd Frank/Truth in Lending Act This 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 JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************

JobID: 210686494 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $31.25-$42.79; Uniondale,NY $31.25-$42.79 Do you enjoy building relationships, helping to identify growth opportunities for clients, and have a passion for Commercial Real Estate? If so, the Commercial Real Estate Commercial Term Lending team is a great fit! As a Client Specialist on the Commercial Term Lending team, you will support one or more Client Managers and serve as a contact point for customers to resolve issues/difficulties across multiple departments. You will facilitate the application process, interact with customers to request necessary documentation, and discuss products and pricing. You will also develop a comprehensive understanding of treasury services through collaboration with the Treasury Management Officer. Commercial Term Lending (CTL) provides commercial real estate owners and investors with term financing solutions for purchase or refinance of stabilized industrial, retail, office, mixed use and multifamily properties. Our business is successful because of the dedication of our people and their ability to utilize cutting edge systems, continually hone business processes and embrace our business culture. Local knowledge and experience are key components to commercial real estate success, which is why CTL draws on deep local expertise from its sales teams to understand our customers' businesses and deliver personalized service from start to finish. Job responsibilities * Facilitate application process by interfacing with customers in taking complete applications. Requesting documentation from borrowers. Discussing products, pricing and quoting and locking interest rates at the request of the Client Manager. * Develop a working knowledge of treasury services products and process in order to assist customers with opening accounts. * Collaborate with the Treasury Management Officer (TMO) on payments and liquidity sales process. * Partner with TMOs throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately. * Act as a liaison between the Client Manager and the processing team and coordinate Letter of Interest submissions as well as loan closings. Review complex files with multi-layered entity documentation and examine third party reports and leases to identify potential problems with loan applications and arrive at a workable solution prior to submission to underwriting. * Manage pipeline, including updating Client Manager on pipeline status and updating borrowers on the status of their loan. * Assist the Client Manager in building customer and real estate broker relationships by coordinating and managing marketing to customers and brokers. Assist and attend team marketing events and trade shows. * Establish with Client Manager the number of loans required to fund and close in Client Manager annual production goal setting process. * Support Client Manager to achieve high originations and retain existing clients. You will provide a high level of customer service to both internal and external customers. Required qualifications, capabilities and skills: * Minimum 2 years' experience in mortgage lending, with inside sales/customer service background. * Excellent desktop skills including Microsoft Excel, PowerPoint, and other Office applications. * Enthusiastic and self-motivated. * Superior written and oral communication. * Superior customer service skills. * Ability to demonstrate control, flexibility, and maintain quality and high productivity when dealing with customers and changing work demand. * Strong organizational and execution skills including ability to multitask and work independently across various levels in the organization. Preferred qualifications, capabilities, and skills: * College graduate preferred. * Ability to make personal connections, engage customers, and remain courteous and professional in a team environment. * Professional, thorough, and organized with follow-up skills, ability to learn products, services, and procedures quickly and accurately. * Superior interpersonal communication skills, as well as strong attention to detail and time management.

JobID: 210683672 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $38.46-$57.69 Are you ready to join a team that is redefining client experience excellence? Come join JPMorgan Private Client as a Client Experience Specialist to help support a team that is dedicated to delivering unparalleled service. As a Client Experience Specialist in the Firm's Consumer and Community Banking's division, you will be instrumental in delivering a high-touch client experience. In this role, you'll partner with our Relationship Managers to deliver on the JPMorgan Private Client value proposition by assisting clients with their banking needs, identifying opportunities to deepen client relationships, and supporting clients while obtaining loans. If you're passionate about delivering exceptional service while building relationships, come join our team. Job Responsibilities * Provide clients with white glove service by delivering a seamless client onboarding experience, owning inquiries from start to finish and completing servicing requests as needed. * Support Relationship Managers in deepening client relationships by taking client inquiry calls, assisting with analyzing client's banking relationship and conducting business calls with Relationship Managers. * Develop expertise in deposit products to assist clients with day-to-day banking needs including identifying banking solutions for clients, preparing deposit sales presentations and knowing and verifying the identity of clients. * Manage the lending process by completing with loan application with clients, quoting rates, or sending pre-approval letters. * Assist Relationship Managers with marketing activities such as sending JPMorgan approved client gifts, coordinating open houses or inviting clients to events. * Leverage product knowledge and utilize every interaction to uncovering opportunities for deepening client wallet share and raising to the aligned Relationship Manager Required Qualifications, Capabilities, and Skills * A minimum of two years of financial services experience. * Demonstrated experience delivering exceptional client service to an affluent client base. Preferred Qualifications, Capabilities, and Skills * A bachelor's degree * Experience cultivating relationships through delivering Deposit Banking, Home or Business lending needs. This role is eligible to participate in an incentive compensation plan that is paid on an annual basis. More details about total compensation and benefits will be provided during the hiring process. Dodd Frank/Truth in Lending Act This 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 JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************

Do you enjoy building relationships, helping to identify growth opportunities for clients, and have a passion for Commercial Real Estate? If so, the Commercial Real Estate Commercial Term Lending team is a great fit! As a Client Specialist on the Commercial Term Lending team, you will support one or more Client Managers and serve as a contact point for customers to resolve issues/difficulties across multiple departments. You will facilitate the application process, interact with customers to request necessary documentation, and discuss products and pricing. You will also develop a comprehensive understanding of treasury services through collaboration with the Treasury Management Officer. Commercial Term Lending (CTL) provides commercial real estate owners and investors with term financing solutions for purchase or refinance of stabilized industrial, retail, office, mixed use and multifamily properties. Our business is successful because of the dedication of our people and their ability to utilize cutting edge systems, continually hone business processes and embrace our business culture. Local knowledge and experience are key components to commercial real estate success, which is why CTL draws on deep local expertise from its sales teams to understand our customers' businesses and deliver personalized service from start to finish. **Job responsibilities** + Facilitate application process by interfacing with customers in taking complete applications. Requesting documentation from borrowers. Discussing products, pricing and quoting and locking interest rates at the request of the Client Manager. + Develop a working knowledge of treasury services products and process in order to assist customers with opening accounts. + Collaborate with the Treasury Management Officer (TMO) on payments and liquidity sales process. + Partner with TMOs throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately. + Act as a liaison between the Client Manager and the processing team and coordinate Letter of Interest submissions as well as loan closings. Review complex files with multi-layered entity documentation and examine third party reports and leases to identify potential problems with loan applications and arrive at a workable solution prior to submission to underwriting. + Manage pipeline, including updating Client Manager on pipeline status and updating borrowers on the status of their loan. + Assist the Client Manager in building customer and real estate broker relationships by coordinating and managing marketing to customers and brokers. Assist and attend team marketing events and trade shows. + Establish with Client Manager the number of loans required to fund and close in Client Manager annual production goal setting process. + Support Client Manager to achieve high originations and retain existing clients. You will provide a high level of customer service to both internal and external customers. **Required qualifications, capabilities and skills:** + Minimum 2 years' experience in mortgage lending, with inside sales/customer service background. + Excellent desktop skills including Microsoft Excel, PowerPoint, and other Office applications. + Enthusiastic and self-motivated. + Superior written and oral communication. + Superior customer service skills. + Ability to demonstrate control, flexibility, and maintain quality and high productivity when dealing with customers and changing work demand. + Strong organizational and execution skills including ability to multitask and work independently across various levels in the organization. **Preferred qualifications, capabilities, and skills:** + College graduate preferred. + Ability to make personal connections, engage customers, and remain courteous and professional in a team environment. + Professional, thorough, and organized with follow-up skills, ability to learn products, services, and procedures quickly and accurately. + Superior interpersonal communication skills, as well as strong attention to detail and time management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** New York,NY $31.25 - $42.79 / hour

Do you enjoy building relationships, helping to identify growth opportunities for clients, and have a passion for Commercial Real Estate? If so, the Commercial Real Estate Commercial Term Lending team is a great fit! As a Client Specialist on the Commercial Term Lending team, you will support one or more Client Managers and serve as a contact point for customers to resolve issues/difficulties across multiple departments. You will facilitate the application process, interact with customers to request necessary documentation, and discuss products and pricing. You will also develop a comprehensive understanding of treasury services through collaboration with the Treasury Management Officer. Commercial Term Lending (CTL) provides commercial real estate owners and investors with term financing solutions for purchase or refinance of stabilized industrial, retail, office, mixed use and multifamily properties. Our business is successful because of the dedication of our people and their ability to utilize cutting edge systems, continually hone business processes and embrace our business culture. Local knowledge and experience are key components to commercial real estate success, which is why CTL draws on deep local expertise from its sales teams to understand our customers' businesses and deliver personalized service from start to finish. **Job responsibilities** + Facilitate application process by interfacing with customers in taking complete applications. Requesting documentation from borrowers. Discussing products, pricing and quoting and locking interest rates at the request of the Client Manager. + Develop a working knowledge of treasury services products and process in order to assist customers with opening accounts. + Collaborate with the Treasury Management Officer (TMO) on payments and liquidity sales process. + Partner with TMOs throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately. + Act as a liaison between the Client Manager and the processing team and coordinate Letter of Interest submissions as well as loan closings. Review complex files with multi-layered entity documentation and examine third party reports and leases to identify potential problems with loan applications and arrive at a workable solution prior to submission to underwriting. + Manage pipeline, including updating Client Manager on pipeline status and updating borrowers on the status of their loan. + Assist the Client Manager in building customer and real estate broker relationships by coordinating and managing marketing to customers and brokers. Assist and attend team marketing events and trade shows. + Establish with Client Manager the number of loans required to fund and close in Client Manager annual production goal setting process. + Support Client Manager to achieve high originations and retain existing clients. You will provide a high level of customer service to both internal and external customers. **Required qualifications, capabilities and skills:** + Minimum 2 years' experience in mortgage lending, with inside sales/customer service background. + Excellent desktop skills including Microsoft Excel, PowerPoint, and other Office applications. + Enthusiastic and self-motivated. + Superior written and oral communication. + Superior customer service skills. + Ability to demonstrate control, flexibility, and maintain quality and high productivity when dealing with customers and changing work demand. + Strong organizational and execution skills including ability to multitask and work independently across various levels in the organization. **Preferred qualifications, capabilities, and skills:** + College graduate preferred. + Ability to make personal connections, engage customers, and remain courteous and professional in a team environment. + Professional, thorough, and organized with follow-up skills, ability to learn products, services, and procedures quickly and accurately. + Superior interpersonal communication skills, as well as strong attention to detail and time management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** New York,NY $31.25 - $42.79 / hour; Uniondale,NY $31.25 - $42.79 / hour

JobID: 210686494 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $31.25-$42.79; Uniondale,NY $31.25-$42.79 Do you enjoy building relationships, helping to identify growth opportunities for clients, and have a passion for Commercial Real Estate? If so, the Commercial Real Estate Commercial Term Lending team is a great fit! As a Client Specialist on the Commercial Term Lending team, you will support one or more Client Managers and serve as a contact point for customers to resolve issues/difficulties across multiple departments. You will facilitate the application process, interact with customers to request necessary documentation, and discuss products and pricing. You will also develop a comprehensive understanding of treasury services through collaboration with the Treasury Management Officer. Commercial Term Lending (CTL) provides commercial real estate owners and investors with term financing solutions for purchase or refinance of stabilized industrial, retail, office, mixed use and multifamily properties. Our business is successful because of the dedication of our people and their ability to utilize cutting edge systems, continually hone business processes and embrace our business culture. Local knowledge and experience are key components to commercial real estate success, which is why CTL draws on deep local expertise from its sales teams to understand our customers' businesses and deliver personalized service from start to finish. Job responsibilities * Facilitate application process by interfacing with customers in taking complete applications. Requesting documentation from borrowers. Discussing products, pricing and quoting and locking interest rates at the request of the Client Manager. * Develop a working knowledge of treasury services products and process in order to assist customers with opening accounts. * Collaborate with the Treasury Management Officer (TMO) on payments and liquidity sales process. * Partner with TMOs throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately. * Act as a liaison between the Client Manager and the processing team and coordinate Letter of Interest submissions as well as loan closings. Review complex files with multi-layered entity documentation and examine third party reports and leases to identify potential problems with loan applications and arrive at a workable solution prior to submission to underwriting. * Manage pipeline, including updating Client Manager on pipeline status and updating borrowers on the status of their loan. * Assist the Client Manager in building customer and real estate broker relationships by coordinating and managing marketing to customers and brokers. Assist and attend team marketing events and trade shows. * Establish with Client Manager the number of loans required to fund and close in Client Manager annual production goal setting process. * Support Client Manager to achieve high originations and retain existing clients. You will provide a high level of customer service to both internal and external customers. Required qualifications, capabilities and skills: * Minimum 2 years' experience in mortgage lending, with inside sales/customer service background. * Excellent desktop skills including Microsoft Excel, PowerPoint, and other Office applications. * Enthusiastic and self-motivated. * Superior written and oral communication. * Superior customer service skills. * Ability to demonstrate control, flexibility, and maintain quality and high productivity when dealing with customers and changing work demand. * Strong organizational and execution skills including ability to multitask and work independently across various levels in the organization. Preferred qualifications, capabilities, and skills: * College graduate preferred. * Ability to make personal connections, engage customers, and remain courteous and professional in a team environment. * Professional, thorough, and organized with follow-up skills, ability to learn products, services, and procedures quickly and accurately. * Superior interpersonal communication skills, as well as strong attention to detail and time management.

Do you enjoy building relationships, helping to identify growth opportunities for clients, and have a passion for Commercial Real Estate? If so, the Commercial Real Estate Commercial Term Lending team is a great fit! As a Client Specialist on the Commercial Term Lending team, you will support one or more Client Managers and serve as a contact point for customers to resolve issues/difficulties across multiple departments. You will facilitate the application process, interact with customers to request necessary documentation, and discuss products and pricing. You will also develop a comprehensive understanding of treasury services through collaboration with the Treasury Management Officer. Commercial Term Lending (CTL) provides commercial real estate owners and investors with term financing solutions for purchase or refinance of stabilized industrial, retail, office, mixed use and multifamily properties. Our business is successful because of the dedication of our people and their ability to utilize cutting edge systems, continually hone business processes and embrace our business culture. Local knowledge and experience are key components to commercial real estate success, which is why CTL draws on deep local expertise from its sales teams to understand our customers' businesses and deliver personalized service from start to finish. Job responsibilities Facilitate application process by interfacing with customers in taking complete applications. Requesting documentation from borrowers. Discussing products, pricing and quoting and locking interest rates at the request of the Client Manager. Develop a working knowledge of treasury services products and process in order to assist customers with opening accounts. Collaborate with the Treasury Management Officer (TMO) on payments and liquidity sales process. Partner with TMOs throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately. Act as a liaison between the Client Manager and the processing team and coordinate Letter of Interest submissions as well as loan closings. Review complex files with multi-layered entity documentation and examine third party reports and leases to identify potential problems with loan applications and arrive at a workable solution prior to submission to underwriting. Manage pipeline, including updating Client Manager on pipeline status and updating borrowers on the status of their loan. Assist the Client Manager in building customer and real estate broker relationships by coordinating and managing marketing to customers and brokers. Assist and attend team marketing events and trade shows. Establish with Client Manager the number of loans required to fund and close in Client Manager annual production goal setting process. Support Client Manager to achieve high originations and retain existing clients. You will provide a high level of customer service to both internal and external customers. Required qualifications, capabilities and skills: Minimum 2 years' experience in mortgage lending, with inside sales/customer service background. Excellent desktop skills including Microsoft Excel, PowerPoint, and other Office applications. Enthusiastic and self-motivated. Superior written and oral communication. Superior customer service skills. Ability to demonstrate control, flexibility, and maintain quality and high productivity when dealing with customers and changing work demand. Strong organizational and execution skills including ability to multitask and work independently across various levels in the organization. Preferred qualifications, capabilities, and skills: College graduate preferred. Ability to make personal connections, engage customers, and remain courteous and professional in a team environment. Professional, thorough, and organized with follow-up skills, ability to learn products, services, and procedures quickly and accurately. Superior interpersonal communication skills, as well as strong attention to detail and time management.

Do you enjoy building relationships, helping to identify growth opportunities for clients, and have a passion for Commercial Real Estate? If so, the Commercial Real Estate Commercial Term Lending team is a great fit! As a Client Specialist on the Commercial Term Lending team, you will support one or more Client Managers and serve as a contact point for customers to resolve issues/difficulties across multiple departments. You will facilitate the application process, interact with customers to request necessary documentation, and discuss products and pricing. You will also develop a comprehensive understanding of treasury services through collaboration with the Treasury Management Officer. Commercial Term Lending (CTL) provides commercial real estate owners and investors with term financing solutions for purchase or refinance of stabilized industrial, retail, office, mixed use and multifamily properties. Our business is successful because of the dedication of our people and their ability to utilize cutting edge systems, continually hone business processes and embrace our business culture. Local knowledge and experience are key components to commercial real estate success, which is why CTL draws on deep local expertise from its sales teams to understand our customers' businesses and deliver personalized service from start to finish. **Job responsibilities** + Facilitate application process by interfacing with customers in taking complete applications. Requesting documentation from borrowers. Discussing products, pricing and quoting and locking interest rates at the request of the Client Manager. + Develop a working knowledge of treasury services products and process in order to assist customers with opening accounts. + Collaborate with the Treasury Management Officer (TMO) on payments and liquidity sales process. + Partner with TMOs throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately. + Act as a liaison between the Client Manager and the processing team and coordinate Letter of Interest submissions as well as loan closings. Review complex files with multi-layered entity documentation and examine third party reports and leases to identify potential problems with loan applications and arrive at a workable solution prior to submission to underwriting. + Manage pipeline, including updating Client Manager on pipeline status and updating borrowers on the status of their loan. + Assist the Client Manager in building customer and real estate broker relationships by coordinating and managing marketing to customers and brokers. Assist and attend team marketing events and trade shows. + Establish with Client Manager the number of loans required to fund and close in Client Manager annual production goal setting process. + Support Client Manager to achieve high originations and retain existing clients. You will provide a high level of customer service to both internal and external customers. **Required qualifications, capabilities and skills:** + Minimum 2 years' experience in mortgage lending, with inside sales/customer service background. + Excellent desktop skills including Microsoft Excel, PowerPoint, and other Office applications. + Enthusiastic and self-motivated. + Superior written and oral communication. + Superior customer service skills. + Ability to demonstrate control, flexibility, and maintain quality and high productivity when dealing with customers and changing work demand. + Strong organizational and execution skills including ability to multitask and work independently across various levels in the organization. **Preferred qualifications, capabilities, and skills:** + College graduate preferred. + Ability to make personal connections, engage customers, and remain courteous and professional in a team environment. + Professional, thorough, and organized with follow-up skills, ability to learn products, services, and procedures quickly and accurately. + Superior interpersonal communication skills, as well as strong attention to detail and time management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** Chicago,IL $25.49 - $34.62 / hour

New York, New York, United States of America **Hours:** 40 **Pay Details:** $56,160 - $83,720 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Specialist I acts as sales and relationship support for Relationship Managers and Investment Advisors who serves clients in the high-net-worth segment, supporting banking, lending, and High Net Worth Investing. The PCS I is primarily responsible for the onboarding process for clients, focusing on the timely and accurate initiation, transfers and communication about new account openings and fundings. The PCS I will be expected to participate in basic financial planning discussions and client relationship reviews. This role will support other team members (Relationship Managers, Trust Advisors, or Investment Advisors) and provide consistent and accurate administrative, analytical, and service support. **Depth and Scope:** + Demonstrates a commitment to being customer-centric by ensuring a legendary service is provided during every customer interaction to maximize retention and growth + Under supervision, demonstrates competence executing tasks on required platforms (Private Banking, Investments and Trusts) + Handles complex financial transactions where products and services are highly competitive + Is competent using financial planning software + May act as a subject matter expert to Sales Support team + Coordinates with relationship mangers to ensure that all new clients receive the complete onboarding experience. This includes a thorough client discovery, an introduction to the IA and TA as per client need, and the completion of all requisite client profiling documents + Assists in deepening wallet share by anticipating client needs and suggesting the most appropriate banking, lending and/or investment solutions; maximizes profitability, while ensuring the client receives an exceptional client experience + Leverages and coordinates specialists (Taxes, Trust and Estate) to provide interdisciplinary expertise for our most complex clients + May act as primary contact for client relationships with regards to portfolio information and basic financial planning + May resolve more difficult Client issues, problems, and requests + Identifies opportunities within the portfolio to seek ways to Retail, Commercial and other Wealth Partners + Executes in a manner that is compliant with regulations, policies, and procedures + Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g., OCC, SEC, FINRA etc.); ensures all Continuing Education requirements are attained + Responsible for understanding and adhering to TD Wealth FCRM/ATF Policies and Procedures + Responsible for implementing TD's Customer Identification Program (CIP) by collecting and verifying required customer identification information and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit FCRM procedures + Contributes individually and as a team member, to ensure strong performance, collaboration and enthusiasm that sets TD Wealth apart from our competitors + Represents TD Wealth to the public in a professional manner + Is involved in your community and supports TDBG charity and community initiatives + Ensures service to external clients and/or internal clients reflects TDBG standards and guiding principles + Through proactive communication (verbal/written), supports the assigned team members in meeting service commitments to clients + Provides consistent and accurate administrative support to assigned team members including filing, report generation, presentation material, written proposals, and spreadsheet reporting + Efficiently manages and promptly responds to all incoming inquiries/requests for information independently/or direct to appropriate person or area + Completes all applicable specialized training + Performs necessary duties to assist assigned team members with all aspects of account administration, retention, specialized services, and other responsibilities in accordance with wealth management area of specialization + Maintains various databases and computer systems by entering transactional and other data, updating information as necessary and ensuring data accuracy; creates reports summarizing information, as required + Guides and directs others as necessary; acts as a specialist resource to support all wealth management areas + Keeps others on the team informed about status of account administration, retention, and projects + Completes assigned administrative/Client service tasks within policy and operating procedures + Identifies and recommends technological/process improvements which may improve overall productivity and Client satisfaction **Education and Experience:** + Bachelor degree preferred + Internal candidates: 3+ years of experience working with TD's client platforms required + Series 7, 63/65 or 66 registrations required. Candidates may be considered should they have at least one of the required registrations. If hired, candidate will need to acquire all licensing within a defined period outlined at the time of hire + Knowledge of investments, banking and credit products preferred + A self-starter, ability to work with minimal supervision + Ability to excel at administration and be exceptionally well organized + Demonstrates considerable initiative in providing a high level of organization + Experience in professional services and with working with affluent clients is required. Knowledge of MS Word, Excel, PowerPoint and working with Contact Management databases is essential + Possess a reasonable knowledge of investments, and can generate reports pertinent to the management of client investment portfolios; however, prefers to focus on administration in a support role + Demonstrates ability to manage multiple responsibilities and timelines + Proven track record of delivering results and executing with excellence + Excellent written and verbal communication skills + Criminal and financial background investigation is required pursuant to FINRA Rule 3010(e) and successor regulations **Who We Are:** TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. **Our Total Rewards Package** Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (*************************************** **Additional Information:** We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. **Colleague Development** If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. **Training & Onboarding** We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. **Interview Process** We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. **Accommodation** TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process. Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.

Hours: 40 Pay Details: $56,160 - $83,720 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: TD Wealth Job Description: The Private Client Specialist I acts as sales and relationship support for Relationship Managers and Investment Advisors who serves clients in the high-net-worth segment, supporting banking, lending, and High Net Worth Investing. The PCS I is primarily responsible for the onboarding process for clients, focusing on the timely and accurate initiation, transfers and communication about new account openings and fundings. The PCS I will be expected to participate in basic financial planning discussions and client relationship reviews. This role will support other team members (Relationship Managers, Trust Advisors, or Investment Advisors) and provide consistent and accurate administrative, analytical, and service support. Depth and Scope: * Demonstrates a commitment to being customer-centric by ensuring a legendary service is provided during every customer interaction to maximize retention and growth * Under supervision, demonstrates competence executing tasks on required platforms (Private Banking, Investments and Trusts) * Handles complex financial transactions where products and services are highly competitive * Is competent using financial planning software * May act as a subject matter expert to Sales Support team * Coordinates with relationship mangers to ensure that all new clients receive the complete onboarding experience. This includes a thorough client discovery, an introduction to the IA and TA as per client need, and the completion of all requisite client profiling documents * Assists in deepening wallet share by anticipating client needs and suggesting the most appropriate banking, lending and/or investment solutions; maximizes profitability, while ensuring the client receives an exceptional client experience * Leverages and coordinates specialists (Taxes, Trust and Estate) to provide interdisciplinary expertise for our most complex clients * May act as primary contact for client relationships with regards to portfolio information and basic financial planning * May resolve more difficult Client issues, problems, and requests * Identifies opportunities within the portfolio to seek ways to Retail, Commercial and other Wealth Partners * Executes in a manner that is compliant with regulations, policies, and procedures * Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g., OCC, SEC, FINRA etc.); ensures all Continuing Education requirements are attained * Responsible for understanding and adhering to TD Wealth FCRM/ATF Policies and Procedures * Responsible for implementing TD's Customer Identification Program (CIP) by collecting and verifying required customer identification information and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit FCRM procedures * Contributes individually and as a team member, to ensure strong performance, collaboration and enthusiasm that sets TD Wealth apart from our competitors * Represents TD Wealth to the public in a professional manner * Is involved in your community and supports TDBG charity and community initiatives * Ensures service to external clients and/or internal clients reflects TDBG standards and guiding principles * Through proactive communication (verbal/written), supports the assigned team members in meeting service commitments to clients * Provides consistent and accurate administrative support to assigned team members including filing, report generation, presentation material, written proposals, and spreadsheet reporting * Efficiently manages and promptly responds to all incoming inquiries/requests for information independently/or direct to appropriate person or area * Completes all applicable specialized training * Performs necessary duties to assist assigned team members with all aspects of account administration, retention, specialized services, and other responsibilities in accordance with wealth management area of specialization * Maintains various databases and computer systems by entering transactional and other data, updating information as necessary and ensuring data accuracy; creates reports summarizing information, as required * Guides and directs others as necessary; acts as a specialist resource to support all wealth management areas * Keeps others on the team informed about status of account administration, retention, and projects * Completes assigned administrative/Client service tasks within policy and operating procedures * Identifies and recommends technological/process improvements which may improve overall productivity and Client satisfaction Education and Experience: * Bachelor degree preferred * Internal candidates: 3+ years of experience working with TD's client platforms required * Series 7, 63/65 or 66 registrations required. Candidates may be considered should they have at least one of the required registrations. If hired, candidate will need to acquire all licensing within a defined period outlined at the time of hire * Knowledge of investments, banking and credit products preferred * A self-starter, ability to work with minimal supervision * Ability to excel at administration and be exceptionally well organized * Demonstrates considerable initiative in providing a high level of organization * Experience in professional services and with working with affluent clients is required. Knowledge of MS Word, Excel, PowerPoint and working with Contact Management databases is essential * Possess a reasonable knowledge of investments, and can generate reports pertinent to the management of client investment portfolios; however, prefers to focus on administration in a support role * Demonstrates ability to manage multiple responsibilities and timelines * Proven track record of delivering results and executing with excellence * Excellent written and verbal communication skills * Criminal and financial background investigation is required pursuant to FINRA Rule 3010(e) and successor regulations Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.