Asset Management: Internal Client Advisor Associate

JPMorganChase; New York (NY); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

A leading financial institution is seeking an Internal Client Advisor Associate to support financial advisors in understanding capital markets. In this role, you will cultivate relationships with clients, deliver exceptional service, and utilize advanced technology to enhance client interactions. Candidates should possess a bachelor's degree and demonstrate a strong passion for sales and the financial industry. This position offers a dynamic work environment with competitive compensation and comprehensive benefits.

Qualifications

• Self-starter with passion for sales and the financial markets.
• Proven results shown through sustainable achievement in a competitive environment.
• Ability to learn and demonstrate industry and product knowledge.

Responsibilities

• Develop strong relationships with top-tier clients through consultative phone conversations.
• Provide superior client service by being responsive and focused on client needs.
• Leverage technological tools to showcase resources to financial advisors.

Skills

Self-starter

Sales passion

Relationship building

Proven results

Education

Bachelor’s degree

Job description

A leading financial institution is seeking an Internal Client Advisor Associate to support financial advisors in understanding capital markets. In this role, you will cultivate relationships with clients, deliver exceptional service, and utilize advanced technology to enhance client interactions. Candidates should possess a bachelor's degree and demonstrate a strong passion for sales and the financial industry. This position offers a dynamic work environment with competitive compensation and comprehensive benefits.