Client Services & Wealth Operations Administrator

JPMorgan Chase & Co.; Florida; On-site; USD 52,000 - 74,000; Full time

Job summary

J.P. Morgan Advisors in Florida is seeking a Client Service Administrator to support the Wealth Advisor and client team with administrative duties, calendars, and event logistics.

You will follow up on internal processes such as account openings, money movements, and wires, and handle client account maintenance tasks, gifting, and ad hoc requests, partnering with Associates and Wealth Advisors.

Qualifications

• Bachelor's degree or equivalent experience.
• Ability to be a self-starter and own tasks end-to-end in a fast-paced environment.
• Detail oriented with timely follow-ups.
• Effective communication with team members in professional settings.
• Proficient in Word, PowerPoint and Excel.

Responsibilities

• Support team with administrative duties such as time and expense, scheduling of client/internal meetings, team calendar management, sending mail.
• Follow up on internal document processing (e.g., account opening, money movement, wires) to provide status updates to the team and guard against roadblocks.
• Oversee the administrative elements of client events (e.g., invitations, venue oversight, agendas, gift distribution).
• Oversee client account maintenance needs (order new check books, support clients with lost credit cards, username locks).
• Manage client gifting (e.g., purchase, distribution, tracking).
• Perform other daily administrative and operational duties that support the Wealth Advisor(s) and clients including ad hoc requests.

Skills

Self-starter

End-to-end ownership

Detail oriented

Effective communication

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

J.P. Morgan Advisors in Florida is seeking a Client Service Administrator to support the Wealth Advisor and client team with administrative duties, calendars, and event logistics.

You will follow up on internal processes such as account openings, money movements, and wires, and handle client account maintenance tasks, gifting, and ad hoc requests, partnering with Associates and Wealth Advisors.