Senior Client Associate, Wealth Management Solutions

JP Morgan Chase; Dallas (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

J.P. Morgan Advisors in Dallas is seeking a Client Associate to support Financial Advisors in delivering individualized wealth management services to ultra-high-net-worth clients.

You will help with onboarding, account maintenance, and tailored investment guidance, leveraging the firm’s global resources. In this fast-paced role you will coordinate with clients and teams, prepare investment quotes, and assist with liability planning and digital offerings.

Qualifications

• Bachelor's degree or equivalent experience.
• Series 7 and 66 licenses on hire or within 180 days.
• Ability to be a self-starter and work independently in a fast-paced environment.
• Proactively identify and deliver solutions addressing client needs.
• Effective communication with clients and team members in difficult situations.

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

Self-starter

End-to-end ownership

Independent worker

Effective communication

Problem solving

Education

Bachelor's degree or equivalent experience

Series 7 & 66 licenses

Job description

J.P. Morgan Advisors in Dallas is seeking a Client Associate to support Financial Advisors in delivering individualized wealth management services to ultra-high-net-worth clients.

You will help with onboarding, account maintenance, and tailored investment guidance, leveraging the firm’s global resources. In this fast-paced role you will coordinate with clients and teams, prepare investment quotes, and assist with liability planning and digital offerings.