JP Morgan Advisors - Sr. Client Associate - Houston, TX

VetJobs; Houston (TX); Vor Ort; USD 60.000 - 75.000; Vollzeit

Zusammenfassung

J.P. Morgan Advisors in Houston, TX seeks a Client Associate to support Financial Advisors and clients with wealth management services. You will handle onboarding, account maintenance, and provide investment quotes while ensuring regulatory compliance.

You will interface with clients and Advisors to recommend investments, execute trades, and support a broad range of banking and digital offerings. This role emphasizes client service, accuracy, and collaboration in a fast-paced environment.

Qualifikationen

• 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.

Aufgaben

• Own client onboarding and account maintenance; collect information, documents, and financials; provide investment quotes per policy.
• Interface with clients and 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, 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 supporting Advisors and clients; communicate about transfers, account maintenance, portfolio reviews, and ad hoc requests; attend client meetings.
• Liaise between the Financial Advisor team, branch management, compliance and other business units within the firm.
• Proactively support firm and regional initiatives and participate in local, national and technology team meetings.

Kenntnisse

Self-starter

Independent worker

Client communication

Regulatory compliance

Financial product knowledge

Ausbildung

Bachelor's degree or equivalent experience

Tools

Word

PowerPoint

Excel

Jobbeschreibung

Job Description

ATTENTION MILITARY AFFILIATED JOB SEEKERS - Our organization works with partner companies to source qualified talent for their open roles. The following position is available to Veterans, Transitioning Military, National Guard and Reserve Members, Military Spouses, Wounded Warriors, and their Caregivers . If you have the required skill set, education requirements, and experience, please click the submit button and follow the next steps. All positions are onsite, unless otherwise stated.

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

Minimum Education Required

Bachelors

Required Experience

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 Experience

Preferred Qualifications, Capabilities, and/or Skills:

• Able to adapt and stay abreast of changing technology and regulatory policies
• Highly proficient user of Word, PowerPoint, and Excel

City: Houston

State: Texas

Job Category: Banking

Job Code: Banking Banking

Affiliate Sponsor: JP Morgan Chase

Salary Range: $60,000-$75,000