55ip Enterprise Advisor Services - Associate

AECOM; New York (NY); On-site; USD 85,000 - 150,000; Full time

Job summary

A leading company in financial services seeks an Enterprise Advisor Service Associate to enhance client experiences and operational processes within the Client Advisory team. This role involves direct client support, managing operational updates, and collaborating with various internal teams to improve service delivery. Ideal candidates will have substantial experience in investment management, exceptional communication skills, and a strong background in client service.

Benefits

Competitive base salary

Potential commissions and discretionary incentives

Comprehensive health care and retirement plans

Tuition reimbursement

Wellness centers

Qualifications

• At least 5 years of relevant experience.
• Experience working with custodians and Investment Advisors is essential.
• Strong communication and Excel skills are required.

Responsibilities

• Respond to client inquiries and assist in onboarding new clients.
• Support trading operations and collaborate with internal teams.
• Gather feedback for product improvements.

Skills

Experience with custodians (Fidelity, Schwab, Pershing, Raymond James)

Knowledge of investment and account management

Experience with Investment Advisors

Familiarity with Salesforce and Service Cloud

Excellent verbal and written communication skills

Advanced skills in Excel and PowerPoint

Job description

Description

55ip is at the intersection of technology and financial services, providing tax-smart solutions to clients worldwide.

Job summary:

As a 55ip Enterprise Advisor Service Associate within the Client Advisory team, you will play a key role in delivering a top-tier client experience. Your responsibilities include supporting clients from onboarding through ongoing platform use, and supporting operational functions that improve client satisfaction and assist internal teams. As the firm and team expand, your role as a central figure in the Client Solutions group will become increasingly vital. You will deliver excellent client service and contribute to operational processes, reporting, and system improvements.

Job responsibilities:

1. Respond to client inquiries via email and phone.
2. Notify clients of operational updates via email.
3. Assist in reporting for trading operations.
4. Collaborate with Advisor Success Managers, providing operational expertise for client servicing.
5. Support onboarding of new clients and integration of account information with 55ip platforms.
6. Gather client feedback for product and technology teams.
7. Work with Product and Marketing teams to develop client-facing materials.

Required qualifications, skills, and capabilities:

• Experience working with custodians such as Fidelity, Schwab, Pershing, Raymond James.
• Knowledge of investment and account management questions.
• Experience working with Investment Advisors.
• Familiarity with Salesforce and Service Cloud.
• Excellent verbal and written communication skills.
• At least 5 years of relevant experience.
• Advanced skills in Excel and PowerPoint.

Preferred qualifications, skills, and capabilities:

• Experience with Python is a plus.

JPMorgan Chase, a historic financial institution, offers innovative solutions to a broad client base, including consumers, small businesses, and large institutions under the J.P. Morgan and Chase brands. With over 200 years of history, we are leaders in investment banking, consumer banking, asset management, and more.

We offer competitive compensation, including base salary, potential commissions, and discretionary incentives, along with comprehensive benefits such as health care, retirement plans, wellness centers, tuition reimbursement, and more. Details will be provided during hiring.

We value diversity and are an equal opportunity employer, committed to an inclusive workplace and providing accommodations for applicants and employees with disabilities or religious practices.

Base Salary:

New York, NY: $85,500 - $150,000 per year