Senior Client Associate - Wealth Management Support

Testing Site - JPMC; Florida; On-site; USD 80,000 - 120,000; Full time

Job summary

J.P. Morgan Advisors in Palm Beach Gardens, FL seeks a Senior Client Associate to support Financial Advisors, deliver personalized wealth management services to ultra-high net worth clients, and help manage onboarding and ongoing account maintenance.

The role offers growth, collaboration with a skilled team, and exposure to global resources of JPMorgan Wealth Management, with opportunities to build client relationships and provide investment guidance.

Qualifications

• Bachelor's degree or equivalent experience.
• Series 7 & 66 licenses required within 180 days of start.
• Ability to work independently in a fast-paced environment.
• Strong communication with clients and team.

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

Bachelor's degree or equivalent

Series 7 & 66 licenses

Self-starter

Problem solving

Communication

Education

Bachelor's degree or equivalent

Tools

Word

PowerPoint

Excel

Job description

J.P. Morgan Advisors in Palm Beach Gardens, FL seeks a Senior Client Associate to support Financial Advisors, deliver personalized wealth management services to ultra-high net worth clients, and help manage onboarding and ongoing account maintenance.

The role offers growth, collaboration with a skilled team, and exposure to global resources of JPMorgan Wealth Management, with opportunities to build client relationships and provide investment guidance.