Customer Experience Coordinator jobs in Chico, CA
Recently Added Customer Experience Coordinator jobs
J.P. Morgan Wealth Management - Private Client Advisor - North Coast, CA and Surrounding Areas
- JPMC Candidate Experience page
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Eureka, CA
FULL_TIME
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At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities- Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity
- Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
- Demonstrate a deep understanding of financial markets and sound business judgement
- Exhibit unwavering integrity that points toward doing right by clients at every opportunity
- Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
- Provide a holistic view of clients’ needs and financial coaching beyond investments
- Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills- At least 2 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
- Demonstrated ability and commitment to goals-based planning and advice
- A valid and active Series 7
- A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
- A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills- Certified Financial Planning (CFP®) certification is preferred
- Bachelor’s degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. - Just Posted
Part Time (20 hours) Associate Banker Sonoma, Arcata, CA
- JPMC Candidate Experience page
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Arcata, CA
PART_TIME
- We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and ...
- 3 Days Ago
Part Time (20 hours) Associate Banker North Sacramento, Redding, CA
- JPMC Candidate Experience page
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Redding, CA
PART_TIME
- We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and ...
- 27 Days Ago
Member Experience Associate
- AAA Northern California, Nevada & Utah
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Eureka, CA
FULL_TIME
- We call our club's vision, mission, values, and supporting pillars "Our House" because they are the foundation for all that we do. We're working to transform AAA for the next century with a mission to...
- 19 Days Ago
Termite Inspector (experience required)
- DEWEY PEST CONTROL
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Oroville, CA
FULL_TIME
- Would you like to join the largest family-owned pest management company in California? We are seeking Termite Inspectors! A valid Branch III field rep license is required. If you have a Branch II or a...
- 20 Days Ago
Guest Experience Representative
- Greenhorn Ranch
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Quincy, CA
FULL_TIME
- JOB: GREENHORN RANCH GUEST EXPEREINCE REPRESENTATIVE STATUS: NON EXEMPT - SEASONAL / AT WILL REPORTS TO: Operations Manager or General Manager SUMMARY: Supports all aspects of guest service in accorda...
- 1 Month Ago
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0 Customer Experience Coordinator jobs found in Chico, CA area
Client Service Associate
- Retirement Security Centers
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Chico, CA
- About Us Retirement Security Centers is a comprehensive wealth management practice in Chico, CA. Over the years, we have...
- 4/23/2024 12:00:00 AM
Client Service Associate
- Retirement Security Centers
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Chico, CA
- About Us Retirement Security Centers is a comprehensive wealth management practice in Chico, CA. Over the years, we have...
- 4/22/2024 12:00:00 AM
Clinic Patient Coordinator
- Enloe Medical Center
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Chico, CA
- Pay Range: $ 19.76/hr - $ 23.22/hr - $ 26.68/hr *Please note, the highest starting rate as a new hire is $ /hr, based on...
- 4/22/2024 12:00:00 AM
CAVE Student Operations Specialist
- ASSOCIATED STUDENTS OF CALIFORNIA STATE UNIVERSITY CHICO
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Chico, CA
- Description Associated Students (AS) is a comprehensive campus auxiliary corporation of CSU, Chico serving thousands of ...
- 4/22/2024 12:00:00 AM
Customer Service Representative ( REMOTE WORK )
- Morphius Corp
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Bangor, CA
- MUST RESIDE IN CALIFORNIA!! We are a rapidly growing company that has more clients than we can see. We understand that i...
- 4/21/2024 12:00:00 AM
Salesperson
- Chico Nissan
-
Chico, CA
- Chico Nissan Hyundai is looking for an experienced new and used car salesperson. Job-Specific Expectations Be directly r...
- 4/21/2024 12:00:00 AM
Affordable Maintenance Technician
- FPI Management, Inc.
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Chico, CA
- Company Description Multifamily Property Management Job Description The Maintenance Technician is responsible for the up...
- 4/21/2024 12:00:00 AM
Home Care Service Coordinator
- Addus Homecare
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Chico, CA
- To apply via text, text 5306 to 334-518-4376. Position Summary: Responsible for scheduling and supervising in-home care ...
- 2/21/2024 12:00:00 AM
About Chico, California
Chico is the most populous city in Butte County, California, United States. As of the 2010 United States Census, the population was 86,187, reflecting an increase of 26,233 from the 59,954 counted in the 2000 Census. The city is the cultural, economic, and educational center of the northern Sacramento Valley and home to both California State University, Chico and Bidwell Park, the country's 26th largest municipal park and the 13th largest municipally-owned park. Bidwell Park makes up over 17% of the city.
Other cities in close proximity to the Chico Metropolitan Area (population 212,000) incl...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Customer Experience Coordinator jobs
$40,611 to $50,570
Chico, California area prices
were up 2.5% from a year ago
were up 2.5% from a year ago
What does a Customer Experience Coordinator do?
Customer Experience Coordinator in Hastings, MN
Schedule daily Post Office pick-ups.
August 01, 2021
Customer Experience Coordinator in Independence, OH
Attend and participate in customer service based professional development seminars, course and related continued education as approved by Director of Customer Experience.
April 22, 2021
Manage and document accurate daily property management software records of customer service inquires, actions and discussions.
October 31, 2021
Customer Experience Coordinator in Marietta, GA
Participate in the development of business plan forecasts, budgets, account deliverables, etc.
September 04, 2021