Senior Client Associate, Wealth Management

Testing Site - JPMC; New York (NY); On-site; USD 65,000 - 90,000; Full time

Job summary

J.P. Morgan Advisors, the ultra-high net worth division of J.P.

Morgan Wealth Management, provides dedicated support to Financial Advisors and their clients, delivering a personalized service and access to global resources. As a Client Associate you will own onboarding, build relationships, and handle activities touching prospective or existing clients, including investment quotes, trades, and portfolio reviews.

Qualifications

• Bachelor's degree or equivalent experience.
• Series 7 & 66 licenses upon hire or within 180 days.
• Self-starter and able to own tasks end-to-end in a fast-paced environment.
• Proactively identify and deliver solutions addressing client needs.
• Effective communication with clients and team members under pressure.

Responsibilities

• Own the client onboarding and account maintenance for new and existing clients, collecting information and providing investment quotes while complying with regulatory policies.
• Interface with clients and Financial Advisors to make investment recommendations and execute trades across equity, mutual funds, fixed income, and private investments.
• Provide support across products and applications including Advisor Services, Wealth Planning, and JP Morgan Online and mobile suite.
• Perform daily administrative duties supporting Advisors and clients, including money transfers, portfolio review prep, and ad hoc requests.
• Serve as liaison between Financial Advisor team, branch management, compliance, and other business units.

Skills

Bachelor's degree

Series 7 & 66 licenses

Self-starter

End-to-end ownership

Effective communication

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Word

PowerPoint

Excel

Job description

J.P. Morgan Advisors, the ultra-high net worth division of J.P.

Morgan Wealth Management, provides dedicated support to Financial Advisors and their clients, delivering a personalized service and access to global resources. As a Client Associate you will own onboarding, build relationships, and handle activities touching prospective or existing clients, including investment quotes, trades, and portfolio reviews.