Senior Client Associate - Elite Wealth Management

JPMorgan Chase & Co.; Miami (FL); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in Miami seeks a Client Associate within JPMorgan Advisors to support Financial Advisors and deliver a personalized wealth management experience for ultra-high net worth clients. You will help with onboarding, account maintenance, and tailored investment solutions.

You will collaborate with advisors, comply with regulatory policies, and leverage firm resources to enhance client service. A bilingual capability in Spanish and English is required to thrive in this role.

Qualifications

• 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
• Bilingual Spanish and English required

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

Bilingual Spanish and English

Strong client service mindset

Excellent communication

Self-starter

Regulatory compliance awareness

Education

Bachelor's degree or equivalent experience

Job description

JPMorgan Chase & Co. in Miami seeks a Client Associate within JPMorgan Advisors to support Financial Advisors and deliver a personalized wealth management experience for ultra-high net worth clients. You will help with onboarding, account maintenance, and tailored investment solutions.

You will collaborate with advisors, comply with regulatory policies, and leverage firm resources to enhance client service. A bilingual capability in Spanish and English is required to thrive in this role.