Wealth Advisory Client Associate - Onboarding & Support

Next Frontier Capital; Seattle (WA); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

On-site wellness centers

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan Advisors is seeking a Client Associate to provide dedicated business support to Financial Advisors and their clients.

You will establish and maintain client relationships, deliver exceptional service, and handle extensive client contact across activities touching prospective or existing clients. You will onboard new clients, maintain accounts, and support investment execution and administrative tasks, working closely with advisors and compliance to meet regulatory requirements.

Qualifications

• Bachelor's degree or equivalent experience.
• Series 7 & 66 licenses by hire or within 180 days of 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.
• Ability to communicate effectively with clients and team members while maintaining professionalism 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

Bachelor's degree

Series 7 & 66 licenses

Independent worker

Client communication

Education

Bachelor's degree or equivalent experience

Tools

Word

PowerPoint

Excel

Job description

J.P. Morgan Advisors is seeking a Client Associate to provide dedicated business support to Financial Advisors and their clients.

You will establish and maintain client relationships, deliver exceptional service, and handle extensive client contact across activities touching prospective or existing clients. You will onboard new clients, maintain accounts, and support investment execution and administrative tasks, working closely with advisors and compliance to meet regulatory requirements.