Senior Advisor Concierge - UHNW Wealth

JPMorganChase; Chicago (IL); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Health care coverage

Retirement plan

On-site wellness centers

Job summary

JPMorganChase's Advisor Concierge role focuses on delivering white-glove service as the dedicated contact for advisors in a given location, coordinating with Investments, Banking, Lending, and WP&A product specialists. The role emphasizes problem solving, collaboration with branch leadership, and improving advisor experience across JPMA.

Ideal candidates bring a Bachelor's degree and 3+ years in wealth management, with strong communication and teamwork skills to support a high-touch client-first

Qualifications

• Bachelor's Degree.
• 3+ years in wealth management within financial services.
• Self-starter able to identify improvements.
• Team-oriented with strong communication.

Responsibilities

• Act as key single point of contact to advisors and respond to daily requests, questions, and suggestions for improving the JPMA Advisor experience
• Learn roles and product sets supported by various JPMA product specialists to deliver accurate detail when responding to Advisor inquiries
• Collaborate with various specialists and stakeholders to deliver exceptional advisor experience
• Develop strong partnership with local branch leadership team
• Develop strong partnership with others in the Concierge role in JPMA branches with open communication for sharing best practices
• Understand technology, branch operations, and account opening pain points

Skills

Communication skills

Team-oriented

Problem solving

Self-starter

Education

Bachelor's Degree

Job description

JPMorganChase's Advisor Concierge role focuses on delivering white-glove service as the dedicated contact for advisors in a given location, coordinating with Investments, Banking, Lending, and WP&A product specialists. The role emphasizes problem solving, collaboration with branch leadership, and improving advisor experience across JPMA.

Ideal candidates bring a Bachelor's degree and 3+ years in wealth management, with strong communication and teamwork skills to support a high-touch client-first