Top 625 Client associate Jobs in Charlotte Nc

Client Documentation Associate
JPMorganChase —Charlotte, NC
- Full-time
- Research
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
2d
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
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
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
Cashier - Front End Associate
Tisun Beauty —Charlotte, NC
- From $14 an hour
- Part-time
- High school diploma or GED
- POS
- Computer skills
- Dental insurance
- Paid time off
Quick Apply
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
Customer Service - Temporary Mon-Fri
Five Star Call Centers —Charlotte, NC
- $14 an hour
- Temporary
- Remote
- Background check
- 18 years or older
- Computer literacy
- Paid training
13d
Help Desk Technician
Cato Fashions —Charlotte, NC
- Call employer
- Pass drug screening
- High school diploma or GED
- Continuous improvement
Quick Apply
5d
Dispatch Customer Service
C & G Enterprises LLC —Charlotte, NC
- $16 - $18 an hour
- Spanish
- English
- Mid-level
Quick Apply
Customer Care Representative
IRALOGIX,Inc —Charlotte, NC
- Full-time
- Remote
- Spanish
- Mid-level
- Finance
- 401(k)
- Opportunities for advancement
Quick Apply
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
Front Desk Receptionist
Fallow Management —Charlotte, NC
- $18 - $23 an hour
- Full-time
- Office
- High school diploma or GED
- Data entry
- Paid training
- Health insurance
Quick Apply
5d
Part- Time-Imaging Associate - Sat(10AM to 3PM) Sun ( 11AM-4PM)
The Millennium Group —Charlotte, NC
- $17.50 - $18.03 an hour
- Part-time
- Customer service
- Office
- Administrative experience
Quick Apply
6d
Associate PI Attorney - Average 3 Year Attorney Makes $250k+
Shane Smith Law —Charlotte, NC
- $75,000 - $100,000 a year
- Full-time
- Mid-level
- In-person
- Under 1 year
- Health insurance
- Paid time off
Quick Apply
6d
Community Association Associate Attorney
Sellers, Ayers, Dortch & Lyons, P.A. —Charlotte, NC
- From $90,000 a year
- Full-time
- Writing skills
- Mid-level
- 3 years
- Health insurance
- Dental insurance
Quick Apply
14d
Associate Attorney
Brownlee Whitlow & Praet, PLLC —Charlotte, NC
- Full-time
- Writing skills
- Mid-level
- Residential
- Health insurance
- Dental insurance
Quick Apply
11d
Removal Defense Contract Associate Attorney
GF Immigration Law Pa —Charlotte, NC
- From $500 a day
- Full-time
- Spanish
- Management
- Up to 50% travel
- Flexible schedule
Quick Apply
Personal Injury Associate Attorney - North Carolina
10xLaw —North Carolina
- From $120,000 a year
- Full-time
- Remote
- Mid-level
- Communication skills
- Health insurance
- Dental insurance
Quick Apply
Associate Attorney, Litigation/Civil
Taylor Law Group, PLLC —North Carolina
- Full-time
- Mid-level
- Administrative experience
- Analysis skills
- Relocation assistance
- Paid time off
Quick Apply

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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 associate jobs in charlotte nc

Client Documentation Associate

Registered Client Service Associate-Charlotte, NC

Client Associate (Wealth Management)

Client Service Associate (Commercial Banking)

Associate Client Advocate- Construction

Cashier - Front End Associate

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

Customer Service - Temporary Mon-Fri

Help Desk Technician

Dispatch Customer Service

Customer Care Representative

Associate Analyst, Client Compensation

Front Desk Receptionist

Part- Time-Imaging Associate - Sat(10AM to 3PM) Sun ( 11AM-4PM)

Associate PI Attorney - Average 3 Year Attorney Makes $250k+

Community Association Associate Attorney

Associate Attorney

Removal Defense Contract Associate Attorney

Personal Injury Associate Attorney - North Carolina

Associate Attorney, Litigation/Civil

I want to receive the latest job alert for client associate in charlotte nc

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