J.P. Morgan Advisors - Senior Client Associate - Boca Raton

Next Frontier Capital; Boca Raton (FL); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Competitive compensation package

Health benefits

On-site wellness centers

Retirement savings plan

Tuition reimbursement

Mental health resources

Job summary

J.P. Morgan Advisors is seeking a Client Associate to support Financial Advisors in delivering a tailored wealth management experience for high-net-worth clients.

You will help with onboarding, ongoing account maintenance, and preparing investment quotes to inform advisory recommendations. You will collaborate with clients and Advisors, enabling efficient execution of trades across multiple product lines, while supporting a broad range of digital tools and platforms.

Qualifications

• Bachelor's degree or equivalent experience.
• Series 7 & 66 licenses required upon hire or within 180 days of start date.
• Proven ability to be a self-starter and work independently in a fast-paced environment.
• Proactively identify and deliver solutions addressing client needs.
• Ability to communicate effectively with clients and team members.

Responsibilities

• Own the client onboarding and account maintenance for new and existing clients, collecting information, documents, and providing investment quotes while complying with regulations.
• Interface with clients and Financial Advisors to make investment recommendations and execute trades across equities, mutual funds, fixed income, and private investments.
• Provide support across products and applications including Advisor Services, Wealth Planning & Advice, and digital offerings through JP Morgan platforms.
• Perform daily administrative tasks supporting Financial Advisors and clients, including money transfers, account maintenance, portfolio review prep, and meeting attendance.
• Serve as a liaison between Financial Advisors, branch management, compliance, and other business units.

Skills

Bachelor's degree

Series 7 license

Series 66 license

Self-starter

Effective communication

Education

Bachelor's degree or equivalent

Tools

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our dynamic and growing team and take advantage of a unique opportunity to work closely with Financial Advisors, providing personalized solutions and building lasting relationships. With a commitment to career growth and mobility, you'll have the chance to develop your skills in a fast-paced environment, supported by the global resources of one of the world's most respected financial firms. Embrace the challenge of shaping the future of client service and make your mark by delivering high-quality support and innovative financial solutions.

As a Client Associate within the JPMorgan Advisors team, you will play a crucial role in assisting Financial Advisors and their clients, delivering a personalized and smooth wealth management experience. Your contribution to a team that values strong relationships and exceptional client service will directly impact our clients' financial well-being through tailored solutions and professional advice. Together, we will utilize the global resources of JPMorgan Wealth Management to meet our clients' distinct needs, fostering an environment of innovation and excellence. Join us in making a substantial difference in our clients' lives and the wider community.

Job responsibilities

• Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.


• Interface directly with clients and Financial Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund orders, fixed income trades and private investments


• Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite


• Perform daily administrative and operational duties that support the Financial Advisor(s) and clients, including direct communication with clients regarding money transfers, account maintenance, portfolio review preparation and ad hoc requests, and attending client meetings


• Serve as a liaison between the Financial Advisor team, branch management, compliance and various other business units throughout the firm


• Proactively supports firm and regional initiatives and remediations, and actively participate in recurring local, national and technology team meetings

Required qualifications, capabilities, and skills

• Bachelor's degree or equivalent experience


• Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from start date


• Proven ability to be a self-starter, act as an end-to-end owner of tasks and work independently in a fast-paced environment


• Proactively identify and deliver appropriate solutions that address the needs of our clients


• Ability to communicate effectively with clients and team members while maintaining professionalism in difficult situations

Preferred qualifications, capabilities, and skills

• Able to adapt and stay abreast of changing technology and regulatory policies


• Highly proficient user of Word, PowerPoint, and Excel

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

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. Additional details about total compensation and benefits will be provided during the hiring process.

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

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 FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

Support Financial Advisors and their clients as a dedicated Client Associate at J.P. Morgan Advisors.