Asset Management Client Solutions Associate

Testing Site - JPMC

Columbus (OH)

On-site

USD 65,000 - 90,000

Full time

14 days+

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Job summary

JPMorgan Asset Management invites applications for an Internal Client Advisor to support financial advisors in navigating capital markets and delivering timely solutions. You will collaborate with a Client Advisor, market JPMAM’s mutual funds, ETFs, and managed accounts, and strive to meet territory sales goals through consultative outreach and relationship building.

The role emphasizes teamwork, strong communication, and a commitment to helping clients achieve investment objectives in a

Qualifications

Bachelor's degree required.
2+ years' experience.
Series 7 and Series 63 are required.
Self-starter with a passion for sales and the financial markets.
Proven results in a competitive environment.
Ability to learn industry and product knowledge.

Responsibilities

Develop strong relationships with top-tier clients and prospects through consultative, proactive phone conversations that deliver JPMAM value.
Provide superior client service by being responsive and focusing on clients' needs.
Leverage technology tools to showcase resources to financial advisors in a user-friendly way.
Partner with the Client Advisor to achieve territory sales goals.
Demonstrate effective territory management with timely follow-up and lead generation.
Convey Market Insights thought leadership to aid clients' understanding of the market landscape.
Assist financial advisors in constructing strong risk-adjusted portfolios with Portfolio Insights.