Top 53 Client services associate Jobs in Charlotte, Nc

Client Documentation Associate
JPMorganChase —Charlotte, NC
- Full-time
- Research
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
2d
Client Service Associate (Commercial Banking)
City National Bank —Charlotte, NC
- $65,296 - $104,304 a year
- Full-time
- Mid-level
- 3 years
- Commercial
- Health insurance
- Dental insurance
Registered Client Service Associate-Charlotte, NC
Raymond James Financial, Inc. —Charlotte, NC
- Full-time
- High school
- Writing skills
- Research
- Paid holidays
- Health insurance
Client Associate (Wealth Management)
Sanctuary Wealth Group LLC —Charlotte, NC
- $75,000 - $100,000 a year
- Full-time
- Office
- Finance
- Bachelor's degree
- Paid holidays
- Health insurance
Quick Apply
13d
Associate Analyst, Client Compensation
LPL Financial Corp —Fort Mill, SC
- $20.85 - $34.71 an hour
- Full-time
- Research
- Mid-level
- Office
- Health insurance
- Paid time off
Quick Apply
4d
Associate Client Advocate- Construction
WTW —Charlotte, NC
- $90,000 - $120,000 a year
- Full-time
- Analysis skills
- Team management
- Conflict management
- Paid jury duty
- Health savings account
3d
Client Relations Associate - Customer Service - Monday- Friday 9a-6p
Prism Medical Products, LLC —Rock Hill, SC
- Full-time
- Microsoft Outlook
- Wound Care
- Leadership
- Paid holidays
- Health insurance
Quick Apply
Client Services Manager, Home Health
BAYADA Home Health Care —Charlotte, NC
- Monday to Friday
- Medical office experience
- Mid-level
- Office
- Paid holidays
- Health insurance
Quick Apply
2d
Veterinary Client Service Representative
VCA Animal Hospitals —Charlotte, NC
- Full-time
- Maintenance
- Entry level
- Health insurance
- Dental insurance
Client AR Coordinator
FirstService Residential —Charlotte, NC
- $23 - $25 an hour
- Extended hours
- Microsoft Outlook
- Research
- Office
- Paid holidays
- Health insurance
Quick Apply
Client Service Specialist - Personal Lines
Relation Insurance Services —Charlotte, NC
- $19.71 - $32.21 an hour
- Full-time
- Spanish
- Computer literacy
- English
- Paid holidays
- 401(k)
Part-Time Client Care Specialist
Ascend Nonprofit Solutions —Charlotte, NC
- $18.50 - $19.50 an hour
- Part-time
- Pass drug screening
- Office
- Administrative experience
Quick Apply
Advisor Development Program Client Associate
Bank of America —Charlotte, NC
- Full-time
- Background check
- Writing skills
- Mid-level
7d
Client Site Service Technician
Complete Network Support —Charlotte, NC
- $40,000 - $50,000 a year
- Overtime
- Computer science
- Computer Science
- Customer service
- Health insurance
- Cell phone reimbursement
Quick Apply
12d
Client Onboarding Implementation Senior Associate
JPMorganChase —Charlotte, NC
- Full-time
- Mid-level
- Office
- 3 years
- Health insurance
- Tuition reimbursement
Client Relations Associate
Harvestadvertisinginc —Charlotte, NC
- Full-time
- High school diploma or GED
- Business development
- Communication skills
Quick Apply
5d
Client Engagement Associate
MSIGHTS —Charlotte, NC
- Full-time
- Research
- Bachelor's degree
- Experience equivalent to degree accepted
Quick Apply
AT&T Client Associate
Blue Wireless Inc NC —Huntersville, NC
- $3,800 - $4,800 a month
- Full-time
- High school diploma or GED
- In-person
- Communication skills
- Opportunities for advancement
Quick Apply
14d
Client Outreach Consultant
TIAA —Charlotte, NC
- $71,800 - $77,800 a year
- Online Application
- Mid-level
- Office
- Business development
5d
Associate, Global Client Group (Retirement)
Dimensional Fund Advisors —Charlotte, NC
- Full-time
- Hybrid work
- Mid-level
- Business development
- Bachelor's degree
5d

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Client Documentation Associate

JPMorganChase -
Charlotte, NC

Apply Now

Job Details

Full-time
2 days ago

Benefits

Health insurance
Tuition reimbursement
Retirement plan

Qualifications

Customer communication
Direct client contact
Schedule management

Full Job Description

JOB DESCRIPTION

Do you thrive in a fast-paced environment and take pride in delivering an exceptional client experience?

Job summary

As a Client Documentation Specialist (Associate) in Client Onboarding and Service, you will own the documentation experience for clients opening commercial bank accounts. You will partner closely with clients and internal stakeholders to research, prepare, validate, and manage account-opening documentation. You will use sound judgment and attention to detail to ensure documentation requirements are met while creating an efficient, client-centric experience. You will help remove friction by answering questions, aligning on expectations, and escalating obstacles when needed.

Job responsibilities

Own the end-to-end documentation process to support commercial bank account opening
Research, draft, validate, and manage client account documentation and related requirements
Coordinate documentation workflow with internal partners such as bankers, sales, service, and Know Your Customer teams
Communicate clearly with clients to answer questions and explain documentation and signature requirements
Guide clients toward efficient documentation solutions while maintaining appropriate standards and controls
Set, manage, and reinforce expectations with clients and internal partners throughout onboarding
Apply critical thinking to identify issues, propose solutions, and drive timely resolution
Track and execute against multiple priorities using strong time management and organization
Represent the team as the documentation point of contact for assigned onboarding implementations
Escalate risks, issues, or blockers appropriately to protect the client experience and delivery timelines
Contribute to a positive team environment through collaboration, flexibility, and shared ownership

Required qualifications, capabilities, and skills

Demonstrated commitment to delivering a consistent, high-quality client experience
Strong written and verbal communication skills, with ability to explain requirements clearly
Strong attention to detail and a controls-minded approach to work
Proven critical thinking and problem-solving skills, including ability to identify and resolve issues
Ability to partner, collaborate, and influence across multiple stakeholders toward a shared goal
Ability to operate effectively in a fast-paced, dynamic environment with competing deadlines
Ability to learn and apply subject-matter knowledge to support documentation and process questions
Strong organizational and time management skills
Self-motivated and able to work independently while staying connected to the team
Bachelor's degree (or equivalent experience)

Preferred qualifications, capabilities, and skills

Juris Doctor (JD)
Experience supporting account opening, onboarding, or documentation in financial services
Experience supporting corporate or commercial banking clients
Experience working directly with clients in a service, implementation, or onboarding capacity
Familiarity with account documentation review, validation, and coordination with legal stakeholders

ABOUT US

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

ABOUT THE TEAM

J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

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Refine Your Search

client services associate jobs in charlotte, nc

Client Documentation Associate

Client Service Associate (Commercial Banking)

Registered Client Service Associate-Charlotte, NC

Client Associate (Wealth Management)

Associate Analyst, Client Compensation

Associate Client Advocate- Construction

Client Relations Associate - Customer Service - Monday- Friday 9a-6p

Client Services Manager, Home Health

Veterinary Client Service Representative

Client AR Coordinator

Client Service Specialist - Personal Lines

Part-Time Client Care Specialist

Advisor Development Program Client Associate

Client Site Service Technician

Client Onboarding Implementation Senior Associate

Client Relations Associate

Client Engagement Associate

AT&T Client Associate

Client Outreach Consultant

Associate, Global Client Group (Retirement)

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