J.P. Morgan Advisors - Client Service Administrator

Aumni; United States; On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Client Service Administrator to provide dedicated administrative support to the advisor team, coordinating scheduling, document processing, and calendar management in a fast-paced Wealth Management environment.

The role emphasizes a self-starter attitude, end-to-end ownership of tasks, and professionalism in challenging situations while maintaining timely follow-ups and strong collaboration with Client Associates, Wealth Advisors, and middle office.

Qualifications

• Bachelor's degree or equivalent experience required.
• Self-starter with ability to own tasks end-to-end in a fast-paced environment.
• Detail-oriented with timely follow-ups and professionalism in difficult situations.
• Excellent written and verbal communication within a team.

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 to provide status updates and guard against roadblocks.
• Oversee the administrative elements of client events, invitations, venue oversight, agendas, gift distribution.
• Oversee client account maintenance needs and assist with ancillary tasks.
• Manage client gifting and distribute as required.
• Perform other daily administrative and operational duties supporting Wealth Advisor(s) and clients.

Skills

Self-starter / end-to-end ownership

Detail oriented

Effective communication

Education

Bachelor's degree or equivalent experience

Tools

Word

PowerPoint

Excel

Job description

Join our dynamic team as a pivotal support specialist, where your organizational prowess and attention to detail will drive seamless operations and exceptional client experiences. In this role, you'll be the backbone of our administrative functions, ensuring smooth scheduling, efficient document processing, and meticulous calendar management. Your proactive approach will safeguard against roadblocks, keeping our team informed and agile.

As a Client Service Administrator within J.P. Morgan Advisors, you will work closely with Client Associates, Wealth Advisors, management, and Middle office to create a seamless and integrated client and advisor experience. You will provide dedicated administrative support to the advisor team, ensuring smooth team operations and servicing. This role offers the opportunity to be a self-starter, act as an end-to-end owner of tasks, and work independently in a fast-paced environment. Your attention to detail will be crucial in ensuring all follow-ups are completed in a timely manner. You will also have the chance to communicate effectively with team members while maintaining professionalism in difficult situations.

Job 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, etc.)
• Oversee client account maintenance needs (order new check books, support clients with lost credit cards, username locks, etc.)
• 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.

Required qualifications, capabilities, and skills:

• Bachelor's degree or equivalent experience
• Proven ability to be a self-starter, act as an end-to-end owner of tasks and work independently in a fast-paced environment
• Detail oriented to ensure all follow ups are completed in a timely manner
• Ability to communicate effectively with team members while maintaining professionalism in difficult situations
• Highly proficient user of Word, PowerPoint and Excel

FEDERAL DEPOSIT INSURANCE ACT:

This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals. Collaborate with elite Financial Advisors to assist affluent team members and families in wealth management.