J.P. Morgan Advisors -Senior Client Associate -Dallas, TX

J.P. Morgan; Dallas (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

J.P. Morgan Advisors in Dallas is seeking a Client Associate to support Financial Advisors in delivering individualized wealth management services to ultra-high-net-worth clients.

You will help with onboarding, account maintenance, and tailored investment guidance, leveraging the firm’s global resources. In this fast-paced role you will coordinate with clients and teams, prepare investment quotes, and assist with liability planning and digital offerings.

Qualifications

• Bachelor's degree or equivalent experience.
• Series 7 and 66 licenses on hire or within 180 days.
• Ability to be a self-starter and work independently in a fast-paced environment.
• Proactively identify and deliver solutions addressing client needs.
• Effective communication with clients and team members in difficult situations.

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

Skills

Self-starter

End-to-end ownership

Independent worker

Effective communication

Problem solving

Education

Bachelor's degree or equivalent experience

Series 7 & 66 licenses

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