J.P. Morgan Advisors - Senior Client Associate- Palm Beach Gardens, FL

JP Morgan Chase; Florida; On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Advisors in Florida seeks a Client Associate to support Financial Advisors and clients with tailored wealth management services, onboarding, and ongoing account maintenance.

In this role you will coordinate investment quotes, assist with planning, and deliver exceptional client service while leveraging JPMorgan Wealth Management resources to meet client needs.

Qualifications

• Bachelor's degree or equivalent experience.
• Series 7 & 66 licenses required or must be obtained within 180 days of start date.
• Self-starter with ability to work independently in a fast-paced environment.
• Proactively identify and deliver solutions addressing client needs.
• Strong communication with clients and team members in professional situations.

Responsibilities

• Own client onboarding and account maintenance for new and existing clients, collecting information and 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.
• Perform daily administrative duties supporting Advisors and clients, including money transfers, account maintenance, portfolio review prep, and ad hoc requests.
• Loster as liaison between Financial Advisor team, branch management, compliance and other business units; participate in meetings.

Skills

Series 7 & 66 licenses

Self-starter

Client-focused communication

Independent work

Education

Bachelor's degree

Tools

Word

Excel

PowerPoint

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