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Customer Care Advocate jobs at MetLife - 33 jobs

  • Sr Client Services Consultant

    Metlife 4.4company rating

    Customer care advocate job at MetLife

    Open to internals commutable to a MetLife office Role Value Proposition: MetLife is leading growth in Specialty Market relationships. We are looking for you to drive a consistent and extraordinary customer service experience for both new and existing customers as part of the Specialty Market Service & Operations Organization. In this role, you will partner closely with sales, underwriting and external relationships to execute on customer commitments. Specialty Market Service & Operations is a diverse team of implementation, client service and billing associates supporting the General Agent, Third Party Administrators, Professional Employer Organization (PEO), Association and Trust market space. Job Description: The Sr. Client Services Consultant will be responsible for the end-to-end client experience for a block of Jumbo-sized PEO relationships that range from 10,000 to over 100,000 eligible members and have over $10M in annual premium. Functional Responsibilities: * Overall accountability for client requests, leading projects, providing clients with alternative solutions, identifying possible plan design alternatives, acting as a liaison between the client and internal MetLife teams * Provides exceptional customer service to support ongoing customer delivery and client satisfaction. * Respond to customer needs proactively * Leads and participates in both customer- and internal-facing presentations and meetings. * Collaborates and acts as a liaison to assist with problem resolution and troubleshooting. * Participate in client account audits and strategic planning process. * Participates in strategy meetings, establishes specific processes and reports, reviews contract documents, completes broker agreements, creates process manuals and inputs and ensures accurate input of data in MetLife systems. * Perform other related duties as assigned or required. * Maintains awareness and knowledge of MetLife's and competitors' products and trends. * Provide mentorship, guidance and training to other team members Essential Business Experience and Technical Skills: Required: * High School diploma * Expert knowledge of group products, services and systems. * Strong organizational and project management skills, with the ability to prioritize numerous responsibilities at once * Ability to consistently meet tight deadlines and work under pressure Preferred: * Bachelor's degree * 10+ yrs. related experience * Prior experience in the PEO industry * Extensive oral/written communication skills * Advanced problem solving and analysis * Expert knowledge of group products, services and systems * Equal Employment Opportunity/Disability/Veterans If you need an accommodation due to a disability, please email us at accommodations@metlife.com. This information will be held in confidence and used only to determine an appropriate accommodation for the application process. MetLife maintains a drug-free workplace.
    $48k-60k yearly est. 14d ago
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  • Legal Service Expert

    Ameriprise Financial 4.5company rating

    Charlotte, NC jobs

    The Legal Service Expert is responsible for ensuring the accurate and timely processing of legal documents in compliance with state and federal regulations. This role serves as a key liaison between internal teams and external parties, providing updates, resolving issues, and driving process improvements. Additionally, the position supports client account maintenance and contributes to firm-wide and team-level operational enhancements. Key Responsibilities Legal Document Processing * Complete processing of legal documents received, including but not limited to subpoenas, garnishment papers, tax levies, summons, support orders, and information requests. * Review all documents in their entirety and execute requested actions in compliance with state and federal regulations and company procedures. * Maintain accurate and detailed record-keeping for all processed documents. Legal Response Development * Develop and maintain standardized legal response templates to ensure consistency and compliance. * Respond to judicial requests promptly while adhering to internal corporate and legal policies. Bankruptcy Document Management * Handle all company-received bankruptcy documents with precision and confidentiality. * Respond to courts within required timeframes and ensure accuracy in completed documentation. Coordination and Communication * Coordinate legal activities related to court-generated requests with corporate office employees, field personnel, courts, and agencies. * Ensure compliance with legal requirements while safeguarding the confidential nature of all information. Required Qualifications * Bachelors degree or equivalent (4-years) * 0-1 years relevant experience Preferred Qualifications * Strong problem solving skills; organizational and time management skills including ability to meet tight deadlines with high degree of accuracy. * Excellent verbal, written and interpersonal communication skills demonstrated ability to maintain confidentiality/control of information. * Possess a detail orientation * Must be effective at working independently and part of a team, when required. * Prior experience in reviewing and interpreting legal documents. * Experience articulating legal requirements. * Previous experience working as a legal assistant or paralegal, closely with courts and attorneys. #S&O About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary The estimated annual salary for this role is $54,400 - $74,800. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Client Service Line of Business SERVD Service Delivery
    $54.4k-74.8k yearly Auto-Apply 14d ago
  • Customer Care Representative

    The Hartford 4.5company rating

    San Antonio, TX jobs

    CRS I Claims - CQ10AN We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future. As a Customer Care Representative on the Employee Benefits team, your primary role is to provide excellent customer service by answering customer questions about disability and leave management claims. In this role, you'll help our customers rebuild their lives and get back to work as soon as reasonably possible after an unexpected event happens. The Hartford will provide you with 5 weeks of paid training, as well as ongoing coaching and development to ensure your success. START DATE: Monday, March 23, 2026 WORK ARRANGEMENT: This role will have a 100% Remote Work arrangement. However, to broaden career growth, collaboration, and cross-functional interaction to network with colleagues and leadership, we strongly prefer candidates to reside in a commutable distance to our San Antonio, TX and Lake Mary, FL offices. TRAINING SCHEDULE: Monday - Friday, 11:30 AM - 8:00 PM EST for the first 5 weeks of employment. Time off during training is not accommodated. POST TRAINING SCHEDULE: Monday - Friday, 11:30 AM - 8:00 PM EST, year-round. BASE PAY is $23 per hour with opportunity for growth. RESPONSIBILITIES: Initiate claims according to claims best practices, as assigned and provide exceptional customer service. Promote digital self service capabilities. Utilize multiple computer applications to accurately document claim information. Have a dedicated workspace free from distractions during work and training hours. Required to commit to the training and work schedule . Take ownership to ensure that we go above and beyond to service each caller's needs, utilizing every touch point as an opportunity to build value and The Hartford brand. QUALIFICATIONS: A demonstrated background in customer service, call center, insurance, retail, restaurant or a related field. Ability to work in a fast-paced complex environment while navigating multiple programs. Problem solving and critical thinking skills with strong attention to detail. Excellent communication skills with ability to empathize with customers and colleagues. Adaptability. High School Diploma or equivalent experience required. Spanish bilingual a plus. INTERNET: For full-time, occasional, part-time, or remote positions: (1) high speed broadband internet service is required, we do not recommend or support DSL, wireless, Wi-Fi, Hotspots, Fiber without a modem and Satellite; (2) Internet provider supplied modem/router/gateway is hardwired to the Hartford issued computer with an ethernet cable; and (3) minimum upload/download speeds of 10Mbps/300 Mbps will be required. To confirm whether your Internet system has sufficient speeds, please visit ************************ from your personal computer. ADDITIONAL INFORMATION: May have a need to work holidays based on business need. Training Requirements: As a condition of employment, you will be required to successfully complete a multi-week classroom new hire training course. We are invested in you from Day 1 as an individual and in your career journey. We prioritize supporting your skill development early in your career. Whether this means growing your career within the business or leveraging your talents across the organization, you can count on your leader to make an investment in your development! BENEFITS: Medical, Dental, Vision, Life and Disability Insurance. Effective day 1. 25 days paid time off in your first full year of service and Paid Holidays Tuition reimbursement, Student Loan Paydown Program 401K Click on this link to learn more about our comprehensive benefits package and award-winning well-being program: ******************************************** Compensation The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is: $42,560 - $63,840 Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age About Us | Our Culture | What It's Like to Work Here | Perks & Benefits
    $42.6k-63.8k yearly Auto-Apply 3d ago
  • Registered Client Care Srvcs Rep (S6/63) - IMS - Remote

    Northwestern Mutual 4.5company rating

    Franklin, TN jobs

    Department: Income & Maturity Services (IMS) Overview: The Income and Maturity Services Department (IMS) is a vital part of our organization, delivering seamless support for converting accumulated funds into guaranteed income streams. We partner closely with financial representatives, client service specialists, and internal teams to ensure smooth transitions from accumulation to payout phases. Role Summary In this role, you'll support our field teams and clients with income disbursement and policy maturity needs. You'll process income conversion transactions, manage maturity options (e.g., lump‑sum or annuitized payouts), and address customer inquiries related to income and maturity services. You'll thrive in a collaborative, metrics‑driven call center environment that prizes ownership, clarity, and continuous improvement. What You'll Do * Deliver remarkable service: Answer questions, present servicing options, and help clients navigate their products and services in a call center environment. * Resolve inquiries and transactions: Handle basic and intermediate (semi‑complex) calls and transactions from financial representatives and clients in registered areas while building proficiency in more complex work. * Research and problem‑solve: Investigate root causes and evaluate solutions-occasionally deviating from standard procedures when appropriate-to resolve complex issues efficiently. * Own the experience: Take ownership of calls, anticipate future issues, and proactively prevent repeat contacts or unnecessary transfers. * De‑escalate effectively: Guide clients through complex or unique inquiries while protecting the client experience. * Advocate for the field: Serve as a trusted partner to financial representatives, aligning on client needs and outcomes. * Champion digital & self‑service: Promote website and self‑service capabilities; understand the risks and downstream impacts of each transaction on the client or policy. * Connect systems to outcomes: Understand how systems and processes connect to produce accurate, timely results. * Drive change: Embrace continuous improvement and help create processes and provisions that accommodate evolving business needs. * Build loyalty: Foster professional relationships that enhance brand loyalty and trust. * Protect confidentiality: Handle phone and transactional work with strict privacy and confidentiality standards. * Adapt to demand: Shift priorities fluidly to meet business and customer needs. * Ensure good order at maturity: Review income plan election forms for "good order," resolve NIGO items with field partners, and maintain case tracking for maturing annuity contracts. * Support suitability & compliance: For fixed, variable, blended, or portfolio income plans, confirm required suitability forms are completed by licensed/trained financial representatives. Qualifications * Associate's degree in business or related field, or equivalent combination of education and experience. * Minimum 2 years of customer service experience with proven client‑service skills. * Strong organization skills and the ability to prioritize. * A continuous learning mindset and curiosity for improvement. * Demonstrated problem‑solving skills and the ability to provide clear options. * Proficiency with modern software tools and solid keyboarding skills. * FINRA Licensing: Series 6 and Series 6 Skills You Have Change Adaptability (NM) - Intermediate Adapts readily to continual change; stays open to new methods and ways of working, and adjusts behavior to suit the situation and evolving business needs. Financial Services Industry Acumen (NM) - Intermediate Understands key concepts, regulations, products, and trends in financial services; applies this knowledge to support informed, compliant, and client‑centric decisions. Adaptive Communication (NM) - Intermediate Conveys complex information clearly to targeted audiences; bridges communication between technical and non‑technical stakeholders with tailored messaging. Customer Service Mindset (NM) - Intermediate Anticipates customer needs and uses insights to solve problems and drive outcomes; leverages trends to help customers make informed decisions and ensure satisfaction. Analytical Thinking (NM) - Intermediate Organizes and compares data to identify core issues; applies business acumen and problem‑solving skills to think critically and improve processes. #LI-Remote This position has been classified as a Registered Representative under NMIS guidelines and requires fingerprinting.Series 63 - FINRA, Series 6 - FINRA, SIE - FINRA Compensation Range: Pay Range - Start: $21.35 Pay Range - End: $32.02 Geographic Specific Pay Structure: Structure 110: Structure 115: We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more. Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
    $21.4 hourly Auto-Apply 32d ago
  • Registered Client Care Srvcs Rep (S6/63) - ADM -

    Northwestern Mutual 4.5company rating

    Remote

    Open to Remote. If local to Franklin, WI, 3 days onsite (M, T, W) will be required. The Annuity Distribution and Maintenance (ADM) Department is a vital part of our organization, focused on delivering seamless support for converting accumulated annuity funds into guaranteed income streams. Job Description: This position supports our field teams and clients with their annuity disbursement and policy maintenance needs. Team members work closely with financial representatives, client service specialists, and internal departments to ensure smooth transitions from accumulation to payout phases. Responsibilities include processing various annuity conversion transactions, managing payout options such as lump-sum or annuitized distributions, and addressing customer inquiries related to annuity distribution and maintenance services. Primary Duties and Responsibilities Delivers a personalized and remarkable experience for our clients by answering their questions, providing servicing options and helping them with their products or services in a call center environment Proficient at resolving inquiries and transactions from Financial Reps and clients on basic and intermediate (semi-complex) level calls and transactions in a registered area and is learning to become proficient in complex work. Researches and evaluates possible solutions to complex problems that requires identifying root cause and some deviations from procedures Takes ownerships of calls and anticipates future issues to avoid repeat calls and unnecessary call transfers Ability to de-escalate client experience situations effectively while guiding clients through complex and unique inquiries. Serves as a trusted advocate for our Financial Representatives and partners with them to meet the needs of our clients. Embraces new technology and serves as an advocate for website and self-service capabilities by educating clients and field. Understands risks and impacts that the transaction has on the client or policy. Understands how systems connect to processes and outcomes. Drives change and embraces continuous improvement by creating processes and provisions to accommodate change. Fosters a professional relationship with our clients to enhance brand loyalty Handles phone and transactional responsibilities while adhering to strict confidentiality and privacy standards Adept at shifting work priorities to meet the needs of the business and customer demand. Qualifications Associates degree in business or related field or equivalent combination of education and experience FINRA Licensure 6/63 or 7/63 required. Minimum of 2 years related customer service experience with proven customer service skills Advanced understanding of Investment or Income markets or products (i.e. VA, VL, VUL Retirement or Business markets) A basic understanding of tax implications Advanced written and verbal communication skills Ability to multi-task and handle high volume of calls/case load with the greatest possible degree of accuracy Strong organization skills with the ability to prioritize tasks. A strong desire to continuously learn and improve Strong problem-solving skills and ability to provide options Demonstrated computer experience with solid keyboarding skills and proficiency with current software packages #LI-Remote This position has been classified as a Registered Representative under NMIS guidelines and requires fingerprinting.Series 63 - FINRA, Series 6 - FINRA, SIE - FINRA Compensation Range: Pay Range - Start: $21.35 Pay Range - End: $32.02 Geographic Specific Pay Structure: Structure 110: Structure 115: We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more. Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
    $21.4 hourly Auto-Apply 14d ago
  • Servicing Travel Advisor III - Chase Travel (Remote-Florida)

    Jpmorgan Chase & Co 4.8company rating

    Tampa, FL jobs

    You are passionate about the travel industry, enjoy problem-solving, and share our common goal: to help our customers plan and book luxury travel with ease. Join Chase Travel and help us build the future of travel while taking your career to new heights! As a Travel Advisor, you will support both internal and external customers with questions related to travel reservations and more complex situations. Demonstrating problem-solving skills and functioning as a service specialist, you will take the necessary steps to recognize, research, and resolve issues through diagnosis and discussion of a particular problem with a focus on delivering service excellence. You will proactively work with external providers to negotiate an appropriate resolution and to minimize costs in a timely manner, while ensuring a seamless customer experience. Job responsibilities: * Respond to customer inquiries related to travel arrangements and resolve issues by focusing on short-term and long-term fixes by being the company and customer advocate and focusing on root-cause resolution tactics * Collaborate with internal teams to troubleshoot, learn, and deliver timely resolutions holding a high regard for accuracy * Maintain a knowledge of all client programs, products, and procedures and support various on-line booking tools and knowledge of multiple websites * Effectively negotiate with vendors and external customers to reach an acceptable resolution for all parties including issues with loyalty points, redemptions, program exceptions, waiving of fees, etc. * Maintain high levels of call quality based on outlined criteria; maintain appropriate level of confidentiality regarding information shared and observed. Keep immediate supervisor fully informed of all issues or unusual matters of significance and take prompt corrective action where necessary or provide suggestions for alternative courses of action * Assist other Travel Advisors with questions on a real-time basis related to traveler policies and different booking applications, coaching Advisors on best practices to service all customers; monitor and manage agent errors, escalations, and customer exceptions, and update the information in a database used for tracking purposes * Provide a professional level of energy and enthusiasm as well as favorable working relationships when partnering with internal and external customers and all departments to result in increased quality and customer service levels Required qualifications, capabilities, and skills: * High School Diploma or equivalent * Two or more years of experience in the travel industry to include intermediate to advanced knowledge/proficiency of the Global Distribution System (GDS) and/or other technology platforms including self-booking tools * Demonstrate effective communication and interpersonal skills to effectively manage internal and external customer issues. * Working knowledge of appropriate Microsoft Office programs such as Excel, Word, and Outlook; quick study of technical concepts. * Excellent time management and multi-tasking ability to include advanced knowledge/proficiency using multiple screens in an online environment * Ability to work independently, yet also function as a team member * You must be willing to work varied hours including nights and weekends Shift / Schedule information: Work schedules will vary. Candidates must be willing to work schedules during our operating hours, which include evenings and weekends. Specific information will be provided by the Recruiter. This position requires that you attend the training as scheduled. The training hours may not coincide with your regularly scheduled hours.
    $78k-105k yearly est. Auto-Apply 39d ago
  • Servicing Travel Advisor III - Chase Travel (Remote-Florida)

    Jpmorgan Chase 4.8company rating

    Tampa, FL jobs

    You are passionate about the travel industry, enjoy problem-solving, and share our common goal: to help our customers plan and book luxury travel with ease. Join Chase Travel and help us build the future of travel while taking your career to new heights! As a Travel Advisor, you will support both internal and external customers with questions related to travel reservations and more complex situations. Demonstrating problem-solving skills and functioning as a service specialist, you will take the necessary steps to recognize, research, and resolve issues through diagnosis and discussion of a particular problem with a focus on delivering service excellence. You will proactively work with external providers to negotiate an appropriate resolution and to minimize costs in a timely manner, while ensuring a seamless customer experience. **Job responsibilities:** + Respond to customer inquiries related to travel arrangements and resolve issues by focusing on short-term and long-term fixes by being the company and customer advocate and focusing on root-cause resolution tactics + Collaborate with internal teams to troubleshoot, learn, and deliver timely resolutions holding a high regard for accuracy + Maintain a knowledge of all client programs, products, and procedures and support various on-line booking tools and knowledge of multiple websites + Effectively negotiate with vendors and external customers to reach an acceptable resolution for all parties including issues with loyalty points, redemptions, program exceptions, waiving of fees, etc. + Maintain high levels of call quality based on outlined criteria; maintain appropriate level of confidentiality regarding information shared and observed. Keep immediate supervisor fully informed of all issues or unusual matters of significance and take prompt corrective action where necessary or provide suggestions for alternative courses of action + Assist other Travel Advisors with questions on a real-time basis related to traveler policies and different booking applications, coaching Advisors on best practices to service all customers; monitor and manage agent errors, escalations, and customer exceptions, and update the information in a database used for tracking purposes + Provide a professional level of energy and enthusiasm as well as favorable working relationships when partnering with internal and external customers and all departments to result in increased quality and customer service levels **Required qualifications, capabilities, and skills:** + High School Diploma or equivalent + Two or more years of experience in the travel industry to include intermediate to advanced knowledge/proficiency of the Global Distribution System (GDS) and/or other technology platforms including self-booking tools + Demonstrate effective communication and interpersonal skills to effectively manage internal and external customer issues. + Working knowledge of appropriate Microsoft Office programs such as Excel, Word, and Outlook; quick study of technical concepts. + Excellent time management and multi-tasking ability to include advanced knowledge/proficiency using multiple screens in an online environment + Ability to work independently, yet also function as a team member + You must be willing to work varied hours including nights and weekends **Shift / Schedule information:** Work schedules will vary. Candidates must be willing to work schedules during our operating hours, which include evenings and weekends. Specific information will be provided by the Recruiter. This position requires that you attend the training as scheduled. The training hours may not coincide with your regularly scheduled hours. 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
    $78k-105k yearly est. 60d+ ago
  • Loan Servicing Associate - Asset Based Lending

    Jpmorgan Chase Bank, N.A 4.8company rating

    Charlotte, NC jobs

    Unlock your potential with us! Join a dynamic team in Commercial & Investment Banking, where every transaction shapes the financial landscape and drives business success. As a Loan Servicing Professional in Wholesale Lending Services, you will provide operational support on syndicated and bilateral loans for the largest and most sophisticated corporate loan transactions. You will have direct contact with borrowers, lenders, and business partners, delivering excellence in the servicing experience with high levels of satisfaction. Job Responsibilities: Provide deal origination and execution support to Asset Based Lending bank deal teams as the primary loan servicing contact for internal/external clients for issues and resolutions. Administer excellence in the customer experience for both internal and external customers Provide feedback to deal structuring team on operational market trends and any operational feasibility Read and interpret complex legal credit agreements and related documentation working with attorneys when applicable Perform quality control on new deals, restructures and amendments by thoroughly understanding the credit agreement verifying system set up accuracy Oversee loan activity (funding, re-pricings, payments) as instructed by the client in accordance with credit agreements Calculate and track complex interest and fee accruals at various rate levels across changing lender distributions Reconcile daily funding and payment activity to account for all daily cash transactions, initiate and reconcile automated funds movement, monitor and escalate past due principal, interest, & fees Required qualifications, capabilities and skills: 5 or more years Commercial or Asset Based Lending experience 3 or more years of demonstrated Exceptional Customer Service experience Thorough understanding of Treasury Products Excellent Written/Verbal Communication skills Proven ability to collaborate with multiple stakeholders Strong Analytical Thinker who can identify connections between various pieces of data and systems while quickly articulating client impact Strong Organizational skills with ability to function efficiently in a high volume, fast-paced, deadline-oriented environment while maintaining service level agreements Proficient in Microsoft Office applications with strong Excel skills Highly motivated self-starter Knowledge of reading and interpreting syndicated or bilateral credit pre/post-close agreements Preferred qualifications, capabilities, and skills Loan IQ experience. Bachelor's degree in business, in finance or accounting, with a preference for a data analytics minor for data processing roles. Proficiency in tools like Excel Power Query, Alteryx, Python, and R is a plus. Ability to analyze collateral, assess eligibility, ensure loan accuracy, process Borrowing Base Certificate's, review legal documents, and perform month-end reconciliations. Five to seven years in accounting or finance, with Asset Based Lending automation experience in finance companies. Strong analytical skills, attention to detail, proficiency in Microsoft Office (especially Excel) and monitoring systems. Excellent communication, teamwork, and multitasking abilities in a dynamic environment. Additional Information: This role requires working in the office five days a week. Relocation assistance is not available for the role. Role is not eligible for H1B or immigration sponsorship. FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorgan Chase's review of criminal conviction history, including pretrial diversions or program entries. Final Job Grade and officer title will be determined at time of offer and may differ from this posting. 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
    $74k-103k yearly est. 8d ago
  • Loan Servicing Associate - Asset Based Lending

    Jpmorgan Chase 4.8company rating

    Charlotte, NC jobs

    Unlock your potential with us! Join a dynamic team in Commercial & Investment Banking, where every transaction shapes the financial landscape and drives business success. As a Loan Servicing Professional in Wholesale Lending Services, you will provide operational support on syndicated and bilateral loans for the largest and most sophisticated corporate loan transactions. You will have direct contact with borrowers, lenders, and business partners, delivering excellence in the servicing experience with high levels of satisfaction. **Job Responsibilities:** + Provide deal origination and execution support to Asset Based Lending bank deal teams as the primary loan servicing contact for internal/external clients for issues and resolutions. + Administer excellence in the customer experience for both internal and external customers + Provide feedback to deal structuring team on operational market trends and any operational feasibility + Read and interpret complex legal credit agreements and related documentation working with attorneys when applicable + Perform quality control on new deals, restructures and amendments by thoroughly understanding the credit agreement verifying system set up accuracy + Oversee loan activity (funding, re-pricings, payments) as instructed by the client in accordance with credit agreements + Calculate and track complex interest and fee accruals at various rate levels across changing lender distributions + Reconcile daily funding and payment activity to account for all daily cash transactions, initiate and reconcile automated funds movement, monitor and escalate past due principal, interest, & fees **Required qualifications, capabilities and skills:** + 5 or more years Commercial or Asset Based Lending experience + 3 or more years of demonstrated Exceptional Customer Service experience + Thorough understanding of Treasury Products + Excellent Written/Verbal Communication skills + Proven ability to collaborate with multiple stakeholders + Strong Analytical Thinker who can identify connections between various pieces of data and systems while quickly articulating client impact + Strong Organizational skills with ability to function efficiently in a high volume, fast-paced, deadline-oriented environment while maintaining service level agreements + Proficient in Microsoft Office applications with strong Excel skills + Highly motivated self-starter + Knowledge of reading and interpreting syndicated or bilateral credit pre/post-close agreements **Preferred qualifications, capabilities, and skills** + Loan IQ experience. + Bachelor's degree in business, in finance or accounting, with a preference for a data analytics minor for data processing roles. Proficiency in tools like Excel Power Query, Alteryx, Python, and R is a plus. + Ability to analyze collateral, assess eligibility, ensure loan accuracy, process Borrowing Base Certificate's, review legal documents, and perform month-end reconciliations. Five to seven years in accounting or finance, with Asset Based Lending automation experience in finance companies. + Strong analytical skills, attention to detail, proficiency in Microsoft Office (especially Excel) and monitoring systems. Excellent communication, teamwork, and multitasking abilities in a dynamic environment. **Additional Information:** + This role requires working in the office five days a week. + Relocation assistance is not available for the role. + Role is not eligible for H1B or immigration sponsorship. **FEDERAL DEPOSIT INSURANCE ACT:** This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorgan Chase's review of criminal conviction history, including pretrial diversions or program entries. Final Job Grade and officer title will be determined at time of offer and may differ from this posting. 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
    $74k-103k yearly est. 7d ago
  • Loan Servicing Associate - Asset Based Lending

    Jpmorgan Chase & Co 4.8company rating

    Charlotte, NC jobs

    JobID: 210699796 JobSchedule: Full time JobShift: : Unlock your potential with us! Join a dynamic team in Commercial & Investment Banking, where every transaction shapes the financial landscape and drives business success. Job Summary: As a Loan Servicing Professional in Wholesale Lending Services, you will provide operational support on syndicated and bilateral loans for the largest and most sophisticated corporate loan transactions. You will have direct contact with borrowers, lenders, and business partners, delivering excellence in the servicing experience with high levels of satisfaction. Job Responsibilities: * Provide deal origination and execution support to Asset Based Lending bank deal teams as the primary loan servicing contact for internal/external clients for issues and resolutions. * Administer excellence in the customer experience for both internal and external customers * Provide feedback to deal structuring team on operational market trends and any operational feasibility * Read and interpret complex legal credit agreements and related documentation working with attorneys when applicable * Perform quality control on new deals, restructures and amendments by thoroughly understanding the credit agreement verifying system set up accuracy * Oversee loan activity (funding, re-pricings, payments) as instructed by the client in accordance with credit agreements * Calculate and track complex interest and fee accruals at various rate levels across changing lender distributions * Reconcile daily funding and payment activity to account for all daily cash transactions, initiate and reconcile automated funds movement, monitor and escalate past due principal, interest, & fees Required qualifications, capabilities and skills: * 5 or more years Commercial or Asset Based Lending experience * 3 or more years of demonstrated Exceptional Customer Service experience * Thorough understanding of Treasury Products * Excellent Written/Verbal Communication skills * Proven ability to collaborate with multiple stakeholders * Strong Analytical Thinker who can identify connections between various pieces of data and systems while quickly articulating client impact * Strong Organizational skills with ability to function efficiently in a high volume, fast-paced, deadline-oriented environment while maintaining service level agreements * Proficient in Microsoft Office applications with strong Excel skills * Highly motivated self-starter * Knowledge of reading and interpreting syndicated or bilateral credit pre/post-close agreements Preferred qualifications, capabilities, and skills * Loan IQ experience. * Bachelor's degree in business, in finance or accounting, with a preference for a data analytics minor for data processing roles. Proficiency in tools like Excel Power Query, Alteryx, Python, and R is a plus. * Ability to analyze collateral, assess eligibility, ensure loan accuracy, process Borrowing Base Certificate's, review legal documents, and perform month-end reconciliations. Five to seven years in accounting or finance, with Asset Based Lending automation experience in finance companies. * Strong analytical skills, attention to detail, proficiency in Microsoft Office (especially Excel) and monitoring systems. Excellent communication, teamwork, and multitasking abilities in a dynamic environment. Additional Information: * This role requires working in the office five days a week. * Relocation assistance is not available for the role. * Role is not eligible for H1B or immigration sponsorship. FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorgan Chase's review of criminal conviction history, including pretrial diversions or program entries. Final Job Grade and officer title will be determined at time of offer and may differ from this posting.
    $74k-103k yearly est. Auto-Apply 8d ago
  • Loan Servicing Associate - Asset Based Lending

    Jpmorganchase 4.8company rating

    Charlotte, NC jobs

    Unlock your potential with us! Join a dynamic team in Commercial & Investment Banking, where every transaction shapes the financial landscape and drives business success. As a Loan Servicing Professional in Wholesale Lending Services, you will provide operational support on syndicated and bilateral loans for the largest and most sophisticated corporate loan transactions. You will have direct contact with borrowers, lenders, and business partners, delivering excellence in the servicing experience with high levels of satisfaction. Job Responsibilities: Provide deal origination and execution support to Asset Based Lending bank deal teams as the primary loan servicing contact for internal/external clients for issues and resolutions. Administer excellence in the customer experience for both internal and external customers Provide feedback to deal structuring team on operational market trends and any operational feasibility Read and interpret complex legal credit agreements and related documentation working with attorneys when applicable Perform quality control on new deals, restructures and amendments by thoroughly understanding the credit agreement verifying system set up accuracy Oversee loan activity (funding, re-pricings, payments) as instructed by the client in accordance with credit agreements Calculate and track complex interest and fee accruals at various rate levels across changing lender distributions Reconcile daily funding and payment activity to account for all daily cash transactions, initiate and reconcile automated funds movement, monitor and escalate past due principal, interest, & fees Required qualifications, capabilities and skills: 5 or more years Commercial or Asset Based Lending experience 3 or more years of demonstrated Exceptional Customer Service experience Thorough understanding of Treasury Products Excellent Written/Verbal Communication skills Proven ability to collaborate with multiple stakeholders Strong Analytical Thinker who can identify connections between various pieces of data and systems while quickly articulating client impact Strong Organizational skills with ability to function efficiently in a high volume, fast-paced, deadline-oriented environment while maintaining service level agreements Proficient in Microsoft Office applications with strong Excel skills Highly motivated self-starter Knowledge of reading and interpreting syndicated or bilateral credit pre/post-close agreements Preferred qualifications, capabilities, and skills Loan IQ experience. Bachelor's degree in business, in finance or accounting, with a preference for a data analytics minor for data processing roles. Proficiency in tools like Excel Power Query, Alteryx, Python, and R is a plus. Ability to analyze collateral, assess eligibility, ensure loan accuracy, process Borrowing Base Certificate's, review legal documents, and perform month-end reconciliations. Five to seven years in accounting or finance, with Asset Based Lending automation experience in finance companies. Strong analytical skills, attention to detail, proficiency in Microsoft Office (especially Excel) and monitoring systems. Excellent communication, teamwork, and multitasking abilities in a dynamic environment. Additional Information: This role requires working in the office five days a week. Relocation assistance is not available for the role. Role is not eligible for H1B or immigration sponsorship. FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorgan Chase's review of criminal conviction history, including pretrial diversions or program entries. Final Job Grade and officer title will be determined at time of offer and may differ from this posting.
    $74k-103k yearly est. Auto-Apply 9d ago
  • Client Service Senior Associate

    Jpmorgan Chase Bank, N.A 4.8company rating

    Charlotte, NC jobs

    Step into the role of a Client Service Senior Associate within our Commercial & Investment Bank (CIB) and become an integral part of our clients' success stories. As the primary point of contact, you'll build strong relationships with high-level executives, delivering tailored solutions and upholding the esteemed standards of JPMorganChase. With opportunities for career growth and community involvement, join our diverse and innovative global organization to make a meaningful impact in the ever-evolving world of commercial banking. As a Client Service Senior Associate within JPMorganChase, you will play a key role in managing and enhancing client relationships by resolving requests and providing support for complex treasury and cash management products. Leveraging your broad knowledge, you will ensure compliance with technical standards and organizational policy, impacting other departments and shaping short-term outcomes. You will identify information gaps, conduct analyses to solve problems, and recommend solutions for complex situations. Establishing productive relationships with internal stakeholders and developing skills in continuous improvement, project management, and change management will be crucial for driving beneficial outcomes. Additionally, you will plan and organize your work, and potentially that of a team, while enhancing client experience through developing proficiency in data and tech literacy. Job responsibilities Manage and resolve client requests related to our complex treasury and cash management products and services, ensuring client satisfaction and retention. Analyze and identify gaps in client service processes, applying continuous improvement techniques to enhance efficiency and resilience of our operating platform. Collaborate with internal stakeholders to drive mutually beneficial outcomes, adjusting approach based on needs and circumstances. Utilize data and tech literacy skills to understand and implement new technologies that enhance business operations and client service. Participate in project management activities, leading aspects of the project lifecycle and providing updates to sponsors and impacted parties. Required qualifications, capabilities, and skills Skilled in managing client relationships within a financial services environment, with specialized expertise in treasury and cash management products and services, demonstrated through over three years of practical experience. Demonstrated ability to analyze and improve processes, with a track record of implementing continuous improvement techniques to enhance operational efficiency. Proven experience in managing projects, including leading aspects of the project lifecycle and effectively communicating with sponsors and impacted parties. Experience in leveraging data and tech literacy skills to understand and implement new technologies that enhance business operations and client service. Proficiency in managing change within an organization, with experience in strategic communications, influencing others, and mitigating stakeholder impact. Preferred qualifications, capabilities, and skills Ability to mentor team members to enhance their skills and foster a collaborative service environment. Experience engaging in strategic planning to align client services with organizational goals and client needs. Proven conflict management and resolution skills to address and resolve client issues effectively. Ability to develop and implement strategies to improve client satisfaction and service delivery. Experience collaborating with cross-functional teams to ensure seamless client service operations, and building and maintaining strong client relationships to support long-term business success. 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
    $51k-71k yearly est. 7d ago
  • Client Service Associate

    Jpmorgan Chase Bank, N.A 4.8company rating

    Charlotte, NC jobs

    Step into the role of a Client Service Associate and become an integral part of our clients' success stories. As the primary point of contact, you'll build strong relationships with high-level executives, delivering tailored solutions and upholding the esteemed standards of JPMorganChase. With opportunities for career growth and community involvement, join our diverse and innovative global organization to make a meaningful impact in the ever-evolving world of commercial banking. As a Client Service Associate within JPMorganChase, you will play a pivotal role in managing relationships with our clients, providing support for any issues that may arise with our complex treasury and cash management products and services. With a keen eye for continuous improvement, you will apply innovation and design thinking techniques to enhance the efficiency and resilience of our operating platform. Your role will require you to establish productive relationships with internal stakeholders, leveraging your ability to influence and persuade to drive mutually beneficial outcomes. You will also be expected to demonstrate your data and tech literacy, partnering with Technology and the Business to implement new technology that creates a competitive advantage. Your ability to manage projects, lead aspects of the project management lifecycle, and address concerns with sponsors and impacted parties will be crucial to your success in this role. Job responsibilities Develop and maintain long-term client relationships to ensure satisfaction and retention, addressing issues and conducting annual reviews to identify risks and recommend solutions. Enhance the efficiency and resilience of the operating platform through innovative techniques, contributing to continuous service improvement. Establish productive relationships with internal stakeholders, using persuasion skills to achieve mutually beneficial outcomes. Collaborate with Technology and Business teams to implement new technology, leveraging data and tech literacy. Engage in project management activities, including planning, execution, and addressing concerns with sponsors and impacted parties. Solicit client input and feedback to determine service improvements, discuss trends/issues with internal partners, and influence product recommendations. Identify opportunities for digital tools to offer successful self-service solutions and participate in deal team meetings for new products and services. Required qualifications, capabilities, and skills Minimum of 3 years of client-facing work experience in a financial services environment. Demonstrated experience in managing client relationships and applying innovative techniques for process improvement. Proven ability to establish and maintain productive relationships with internal stakeholders. Experience in leveraging data and tech literacy to collaborate with internal teams. The ability to provide quantifiable reporting and present findings. Excellent verbal, written, interpersonal, presentation, negotiating, and organizational skills. Strategic thinking with the ability to adapt to change and demonstrated team-building skills. Preferred qualifications, capabilities, and skills Developing ability to mentor team members to enhance their skills and foster a collaborative service environment. Developing proficiency in strategic planning to align client services with organizational goals and client needs. Proven ability to build and maintain strong client relationships to support long-term business success. Developing experience learning new operating models, technologies, and industry trends. 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
    $51k-71k yearly est. 4d ago
  • Client Service Associate

    Jpmorgan Chase & Co 4.8company rating

    Charlotte, NC jobs

    JobID: 210699664 JobSchedule: Full time JobShift: : Step into the role of a Client Service Associate and become an integral part of our clients' success stories. As the primary point of contact, you'll build strong relationships with high-level executives, delivering tailored solutions and upholding the esteemed standards of JPMorganChase. With opportunities for career growth and community involvement, join our diverse and innovative global organization to make a meaningful impact in the ever-evolving world of commercial banking. As a Client Service Associate within JPMorganChase, you will play a pivotal role in managing relationships with our clients, providing support for any issues that may arise with our complex treasury and cash management products and services. With a keen eye for continuous improvement, you will apply innovation and design thinking techniques to enhance the efficiency and resilience of our operating platform. Your role will require you to establish productive relationships with internal stakeholders, leveraging your ability to influence and persuade to drive mutually beneficial outcomes. You will also be expected to demonstrate your data and tech literacy, partnering with Technology and the Business to implement new technology that creates a competitive advantage. Your ability to manage projects, lead aspects of the project management lifecycle, and address concerns with sponsors and impacted parties will be crucial to your success in this role. Job responsibilities * Develop and maintain long-term client relationships to ensure satisfaction and retention, addressing issues and conducting annual reviews to identify risks and recommend solutions. * Enhance the efficiency and resilience of the operating platform through innovative techniques, contributing to continuous service improvement. * Establish productive relationships with internal stakeholders, using persuasion skills to achieve mutually beneficial outcomes. * Collaborate with Technology and Business teams to implement new technology, leveraging data and tech literacy. * Engage in project management activities, including planning, execution, and addressing concerns with sponsors and impacted parties. * Solicit client input and feedback to determine service improvements, discuss trends/issues with internal partners, and influence product recommendations. * Identify opportunities for digital tools to offer successful self-service solutions and participate in deal team meetings for new products and services. Required qualifications, capabilities, and skills * Minimum of 3 years of client-facing work experience in a financial services environment. * Demonstrated experience in managing client relationships and applying innovative techniques for process improvement. * Proven ability to establish and maintain productive relationships with internal stakeholders. * Experience in leveraging data and tech literacy to collaborate with internal teams. * The ability to provide quantifiable reporting and present findings. * Excellent verbal, written, interpersonal, presentation, negotiating, and organizational skills. * Strategic thinking with the ability to adapt to change and demonstrated team-building skills. Preferred qualifications, capabilities, and skills * Developing ability to mentor team members to enhance their skills and foster a collaborative service environment. * Developing proficiency in strategic planning to align client services with organizational goals and client needs. * Proven ability to build and maintain strong client relationships to support long-term business success. * Developing experience learning new operating models, technologies, and industry trends.
    $51k-71k yearly est. Auto-Apply 5d ago
  • Client Service Senior Associate

    Jpmorgan Chase & Co 4.8company rating

    Charlotte, NC jobs

    JobID: 210647362 JobSchedule: Full time JobShift: : Step into the role of a Client Service Senior Associate within our Commercial & Investment Bank (CIB) and become an integral part of our clients' success stories. As the primary point of contact, you'll build strong relationships with high-level executives, delivering tailored solutions and upholding the esteemed standards of JPMorganChase. With opportunities for career growth and community involvement, join our diverse and innovative global organization to make a meaningful impact in the ever-evolving world of commercial banking. As a Client Service Senior Associate within JPMorganChase, you will play a key role in managing and enhancing client relationships by resolving requests and providing support for complex treasury and cash management products. Leveraging your broad knowledge, you will ensure compliance with technical standards and organizational policy, impacting other departments and shaping short-term outcomes. You will identify information gaps, conduct analyses to solve problems, and recommend solutions for complex situations. Establishing productive relationships with internal stakeholders and developing skills in continuous improvement, project management, and change management will be crucial for driving beneficial outcomes. Additionally, you will plan and organize your work, and potentially that of a team, while enhancing client experience through developing proficiency in data and tech literacy. Job responsibilities * Manage and resolve client requests related to our complex treasury and cash management products and services, ensuring client satisfaction and retention. * Analyze and identify gaps in client service processes, applying continuous improvement techniques to enhance efficiency and resilience of our operating platform. * Collaborate with internal stakeholders to drive mutually beneficial outcomes, adjusting approach based on needs and circumstances. * Utilize data and tech literacy skills to understand and implement new technologies that enhance business operations and client service. * Participate in project management activities, leading aspects of the project lifecycle and providing updates to sponsors and impacted parties. Required qualifications, capabilities, and skills * Skilled in managing client relationships within a financial services environment, with specialized expertise in treasury and cash management products and services, demonstrated through over three years of practical experience. * Demonstrated ability to analyze and improve processes, with a track record of implementing continuous improvement techniques to enhance operational efficiency. * Proven experience in managing projects, including leading aspects of the project lifecycle and effectively communicating with sponsors and impacted parties. * Experience in leveraging data and tech literacy skills to understand and implement new technologies that enhance business operations and client service. * Proficiency in managing change within an organization, with experience in strategic communications, influencing others, and mitigating stakeholder impact. Preferred qualifications, capabilities, and skills * Ability to mentor team members to enhance their skills and foster a collaborative service environment. * Experience engaging in strategic planning to align client services with organizational goals and client needs. * Proven conflict management and resolution skills to address and resolve client issues effectively. * Ability to develop and implement strategies to improve client satisfaction and service delivery. * Experience collaborating with cross-functional teams to ensure seamless client service operations, and building and maintaining strong client relationships to support long-term business success.
    $51k-71k yearly est. Auto-Apply 7d ago
  • Client Service Associate

    Jpmorgan Chase 4.8company rating

    Charlotte, NC jobs

    Step into the role of a Client Service Associate and become an integral part of our clients' success stories. As the primary point of contact, you'll build strong relationships with high-level executives, delivering tailored solutions and upholding the esteemed standards of JPMorganChase. With opportunities for career growth and community involvement, join our diverse and innovative global organization to make a meaningful impact in the ever-evolving world of commercial banking. As a Client Service Associate within JPMorganChase, you will play a pivotal role in managing relationships with our clients, providing support for any issues that may arise with our complex treasury and cash management products and services. With a keen eye for continuous improvement, you will apply innovation and design thinking techniques to enhance the efficiency and resilience of our operating platform. Your role will require you to establish productive relationships with internal stakeholders, leveraging your ability to influence and persuade to drive mutually beneficial outcomes. You will also be expected to demonstrate your data and tech literacy, partnering with Technology and the Business to implement new technology that creates a competitive advantage. Your ability to manage projects, lead aspects of the project management lifecycle, and address concerns with sponsors and impacted parties will be crucial to your success in this role. **Job responsibilities** + Develop and maintain long-term client relationships to ensure satisfaction and retention, addressing issues and conducting annual reviews to identify risks and recommend solutions. + Enhance the efficiency and resilience of the operating platform through innovative techniques, contributing to continuous service improvement. + Establish productive relationships with internal stakeholders, using persuasion skills to achieve mutually beneficial outcomes. + Collaborate with Technology and Business teams to implement new technology, leveraging data and tech literacy. + Engage in project management activities, including planning, execution, and addressing concerns with sponsors and impacted parties. + Solicit client input and feedback to determine service improvements, discuss trends/issues with internal partners, and influence product recommendations. + Identify opportunities for digital tools to offer successful self-service solutions and participate in deal team meetings for new products and services. **Required qualifications, capabilities, and skills** + Minimum of 3 years of client-facing work experience in a financial services environment. + Demonstrated experience in managing client relationships and applying innovative techniques for process improvement. + Proven ability to establish and maintain productive relationships with internal stakeholders. + Experience in leveraging data and tech literacy to collaborate with internal teams. + The ability to provide quantifiable reporting and present findings. + Excellent verbal, written, interpersonal, presentation, negotiating, and organizational skills. + Strategic thinking with the ability to adapt to change and demonstrated team-building skills. **Preferred qualifications, capabilities, and skills** + Developing ability to mentor team members to enhance their skills and foster a collaborative service environment. + Developing proficiency in strategic planning to align client services with organizational goals and client needs. + Proven ability to build and maintain strong client relationships to support long-term business success. + Developing experience learning new operating models, technologies, and industry trends. 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
    $51k-71k yearly est. 3d ago
  • Client Service Senior Associate

    Jpmorgan Chase 4.8company rating

    Charlotte, NC jobs

    Step into the role of a Client Service Senior Associate within our Commercial & Investment Bank (CIB) and become an integral part of our clients' success stories. As the primary point of contact, you'll build strong relationships with high-level executives, delivering tailored solutions and upholding the esteemed standards of JPMorganChase. With opportunities for career growth and community involvement, join our diverse and innovative global organization to make a meaningful impact in the ever-evolving world of commercial banking. As a Client Service Senior Associate within JPMorganChase, you will play a key role in managing and enhancing client relationships by resolving requests and providing support for complex treasury and cash management products. Leveraging your broad knowledge, you will ensure compliance with technical standards and organizational policy, impacting other departments and shaping short-term outcomes. You will identify information gaps, conduct analyses to solve problems, and recommend solutions for complex situations. Establishing productive relationships with internal stakeholders and developing skills in continuous improvement, project management, and change management will be crucial for driving beneficial outcomes. Additionally, you will plan and organize your work, and potentially that of a team, while enhancing client experience through developing proficiency in data and tech literacy. **Job responsibilities** + Manage and resolve client requests related to our complex treasury and cash management products and services, ensuring client satisfaction and retention. + Analyze and identify gaps in client service processes, applying continuous improvement techniques to enhance efficiency and resilience of our operating platform. + Collaborate with internal stakeholders to drive mutually beneficial outcomes, adjusting approach based on needs and circumstances. + Utilize data and tech literacy skills to understand and implement new technologies that enhance business operations and client service. + Participate in project management activities, leading aspects of the project lifecycle and providing updates to sponsors and impacted parties. **Required qualifications, capabilities, and skills** + Skilled in managing client relationships within a financial services environment, with specialized expertise in treasury and cash management products and services, demonstrated through over three years of practical experience. + Demonstrated ability to analyze and improve processes, with a track record of implementing continuous improvement techniques to enhance operational efficiency. + Proven experience in managing projects, including leading aspects of the project lifecycle and effectively communicating with sponsors and impacted parties. + Experience in leveraging data and tech literacy skills to understand and implement new technologies that enhance business operations and client service. + Proficiency in managing change within an organization, with experience in strategic communications, influencing others, and mitigating stakeholder impact. **Preferred qualifications, capabilities, and skills** + Ability to mentor team members to enhance their skills and foster a collaborative service environment. + Experience engaging in strategic planning to align client services with organizational goals and client needs. + Proven conflict management and resolution skills to address and resolve client issues effectively. + Ability to develop and implement strategies to improve client satisfaction and service delivery. + Experience collaborating with cross-functional teams to ensure seamless client service operations, and building and maintaining strong client relationships to support long-term business success. 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
    $51k-71k yearly est. 60d+ ago
  • Client Service Associate

    Jpmorganchase 4.8company rating

    Charlotte, NC jobs

    Step into the role of a Client Service Associate and become an integral part of our clients' success stories. As the primary point of contact, you'll build strong relationships with high-level executives, delivering tailored solutions and upholding the esteemed standards of JPMorganChase. With opportunities for career growth and community involvement, join our diverse and innovative global organization to make a meaningful impact in the ever-evolving world of commercial banking. As a Client Service Associate within JPMorganChase, you will play a pivotal role in managing relationships with our clients, providing support for any issues that may arise with our complex treasury and cash management products and services. With a keen eye for continuous improvement, you will apply innovation and design thinking techniques to enhance the efficiency and resilience of our operating platform. Your role will require you to establish productive relationships with internal stakeholders, leveraging your ability to influence and persuade to drive mutually beneficial outcomes. You will also be expected to demonstrate your data and tech literacy, partnering with Technology and the Business to implement new technology that creates a competitive advantage. Your ability to manage projects, lead aspects of the project management lifecycle, and address concerns with sponsors and impacted parties will be crucial to your success in this role. Job responsibilities Develop and maintain long-term client relationships to ensure satisfaction and retention, addressing issues and conducting annual reviews to identify risks and recommend solutions. Enhance the efficiency and resilience of the operating platform through innovative techniques, contributing to continuous service improvement. Establish productive relationships with internal stakeholders, using persuasion skills to achieve mutually beneficial outcomes. Collaborate with Technology and Business teams to implement new technology, leveraging data and tech literacy. Engage in project management activities, including planning, execution, and addressing concerns with sponsors and impacted parties. Solicit client input and feedback to determine service improvements, discuss trends/issues with internal partners, and influence product recommendations. Identify opportunities for digital tools to offer successful self-service solutions and participate in deal team meetings for new products and services. Required qualifications, capabilities, and skills Minimum of 3 years of client-facing work experience in a financial services environment. Demonstrated experience in managing client relationships and applying innovative techniques for process improvement. Proven ability to establish and maintain productive relationships with internal stakeholders. Experience in leveraging data and tech literacy to collaborate with internal teams. The ability to provide quantifiable reporting and present findings. Excellent verbal, written, interpersonal, presentation, negotiating, and organizational skills. Strategic thinking with the ability to adapt to change and demonstrated team-building skills. Preferred qualifications, capabilities, and skills Developing ability to mentor team members to enhance their skills and foster a collaborative service environment. Developing proficiency in strategic planning to align client services with organizational goals and client needs. Proven ability to build and maintain strong client relationships to support long-term business success. Developing experience learning new operating models, technologies, and industry trends.
    $51k-71k yearly est. Auto-Apply 5d ago
  • Customer Service Representative - Express Scripts - Remote

    Cigna Group 4.6company rating

    Tennessee jobs

    The Cigna Group is a global Health Service company dedicated to helping people improve their health and vitality. Our Pharmacy Benefit Management (PBM) team seek dedicated, compassionate, and empathetic Customer Service Representatives to join our team who are genuinely interested in helping people at some critical points of their lives. The Call Center Customer Service Representative represents the company, and our people make all the difference in our success. RESPONSIBILITIES • Answer inbound calls from members, providers, and pharmacies with questions about Pharmacy Benefit Management (PBM) benefits and mail-order pharmacies. • An average of 70-80 calls are expected daily. • Take calls back-to-back while toggling through several applications on multiple screens. • Attend 100% of trainings, and the first 90 days of employment. • Regular and predictable attendance. • Resolve customer complaints through independent problem-solving skills and one-call resolution. • Understand and strive to meet or exceed call center metrics while providing excellent consistent customer service. QUALIFICATIONS • High School diploma or equivalent • 1 year of call center experience is required • A dedicated workspace with no distractions is required • Intermediate proficiency in Microsoft Outlook • Strong organization skills, written, and verbal communication skills • Ability to remain calm and helpful even when dealing with difficult situations • Foster teamwork and partnership with cross-functional departments to resolve issues and improve customer experience • Computer literacy and ability to manage multiple applications simultaneously. If you will be working at home occasionally or permanently, the internet connection must be obtained through a cable broadband or fiber optic internet service provider with speeds of at least 10Mbps download/5Mbps upload. About The Cigna Group Doing something meaningful starts with a simple decision, a commitment to changing lives. At The Cigna Group, we're dedicated to improving the health and vitality of those we serve. Through our divisions Cigna Healthcare and Evernorth Health Services, we are committed to enhancing the lives of our clients, customers and patients. Join us in driving growth and improving lives. Qualified applicants will be considered without regard to race, color, age, disability, sex, childbirth (including pregnancy) or related medical conditions including but not limited to lactation, sexual orientation, gender identity or expression, veteran or military status, religion, national origin, ancestry, marital or familial status, genetic information, status with regard to public assistance, citizenship status or any other characteristic protected by applicable equal employment opportunity laws. If you require reasonable accommodation in completing the online application process, please email: ********************* for support. Do not email ********************* for an update on your application or to provide your resume as you will not receive a response. The Cigna Group has a tobacco-free policy and reserves the right not to hire tobacco/nicotine users in states where that is legally permissible. Candidates in such states who use tobacco/nicotine will not be considered for employment unless they enter a qualifying smoking cessation program prior to the start of their employment. These states include: Alabama, Alaska, Arizona, Arkansas, Delaware, Florida, Georgia, Hawaii, Idaho, Iowa, Kansas, Maryland, Massachusetts, Michigan, Nebraska, Ohio, Pennsylvania, Texas, Utah, Vermont, and Washington State. Qualified applicants with criminal histories will be considered for employment in a manner consistent with all federal, state and local ordinances.
    $30k-34k yearly est. Auto-Apply 3d ago
  • Eligibility Representative

    Cigna Group 4.6company rating

    Homestead, PA jobs

    Are you passionate about helping people? Do you want to work from home...Join Cigna! Cigna is changing health care to focus on helping the whole person achieve better health outcomes. While working from home, Eligibility Representatives, are dedicated professionals assisting our specialty pharmacy patients coordinate their medication needs and pharmacy benefits coverage. In this crucial role, you'll work with Insurance providers, doctors' offices and health care providers to obtain vital information to obtain prior authorization for drug therapies needed by our patients with Rare Diseases. Here's a little more on how you'll make a difference: Help patients get the medication they need: You'll provide guidance to our patients about prescription medication benefits, deductibles, co-payments, and authorizations to ensure pharmacy coverage. Interact directly with healthcare providers: You'll coordinate and research benefits coverage with Insurance providers, doctors' office and health care providers. Help us keep track of patient interactions: While managing a high outbound call volume, you'll use your expert listening and data entry skills to understand patient and provider requests and accurately document all interactions. What You Should Have: High School Diploma / GED required 2 years Health Care experience with knowledge of medical/pharmacy insurance & terminology is preferred Tech savvy - Strong computer & data entry skills, including all Microsoft products High speed internet with wired ethernet connection Private & quiet work space Excellent communication skills (verbal & written) What you'll love about working here: Fun, friendly & unique culture - Bring your whole self to work every day! Medical Dental & Vision start 1st day 18 days Paid Time Off & 8 Paid Holidays Employer Contributions for HRA & HSA accounts 401K + Company Match Tuition Assistance NOTE: You will be required to have reliable internet connectivity provided through a wired (Ethernet) connection. A mobile or hot spot environment is not acceptable and you may need to purchase an Ethernet cord depending on your current set up. If you will be working at home occasionally or permanently, the internet connection must be obtained through a cable broadband or fiber optic internet service provider with speeds of at least 10Mbps download/5Mbps upload. About Evernorth Health Services Evernorth Health Services, a division of The Cigna Group, creates pharmacy, care and benefit solutions to improve health and increase vitality. We relentlessly innovate to make the prediction, prevention and treatment of illness and disease more accessible to millions of people. Join us in driving growth and improving lives. Qualified applicants will be considered without regard to race, color, age, disability, sex, childbirth (including pregnancy) or related medical conditions including but not limited to lactation, sexual orientation, gender identity or expression, veteran or military status, religion, national origin, ancestry, marital or familial status, genetic information, status with regard to public assistance, citizenship status or any other characteristic protected by applicable equal employment opportunity laws. If you require reasonable accommodation in completing the online application process, please email: ********************* for support. Do not email ********************* for an update on your application or to provide your resume as you will not receive a response. The Cigna Group has a tobacco-free policy and reserves the right not to hire tobacco/nicotine users in states where that is legally permissible. Candidates in such states who use tobacco/nicotine will not be considered for employment unless they enter a qualifying smoking cessation program prior to the start of their employment. These states include: Alabama, Alaska, Arizona, Arkansas, Delaware, Florida, Georgia, Hawaii, Idaho, Iowa, Kansas, Maryland, Massachusetts, Michigan, Nebraska, Ohio, Pennsylvania, Texas, Utah, Vermont, and Washington State. Qualified applicants with criminal histories will be considered for employment in a manner consistent with all federal, state and local ordinances.
    $31k-37k yearly est. Auto-Apply 2d ago

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