Senior Client Advisor – Wealth Management Support

Testing Site - JPMC; City of White Plains (NY); Presencial; USD 64 000 - 108 000; Tempo integral

Resumo da oferta

J.P. Morgan Advisors in White Plains, NY is seeking a Senior Client Associate to provide dedicated business support to Financial Advisors and their clients.

You will manage onboarding, maintain accounts, and deliver exceptional client service in a fast-paced environment. The role requires a bachelor's degree, Series 7 & 66 licenses or the ability to obtain them within 180 days, and strong communication and organizational skills.

Qualificações

• 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.

Responsabilidades

• 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.

Conhecimentos

Self-starter

End-to-end ownership

Independent work

Client communication

Professionalism

Formação académica

Bachelor's degree or equivalent experience

Ferramentas

Word

PowerPoint

Excel

Descrição da oferta de emprego

J.P. Morgan Advisors in White Plains, NY is seeking a Senior Client Associate to provide dedicated business support to Financial Advisors and their clients.

You will manage onboarding, maintain accounts, and deliver exceptional client service in a fast-paced environment. The role requires a bachelor's degree, Series 7 & 66 licenses or the ability to obtain them within 180 days, and strong communication and organizational skills.