Wealth Client Services Coordinator

JPMorganChase; Town of Florida (NY); On-site; USD 52,000 - 78,000; Full time

Job summary

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

Morgan Wealth Management, seeks a Client Service Administrator in the New York area. You will collaborate with Client Associates, Wealth Advisors, management and Middle Office to deliver a seamless client-advisor experience. Responsibilities include scheduling, document processing follow-ups, client events administration, and account maintenance support for high-net-worth clients.

Qualifications

• Bachelor's degree or equivalent experience.
• Proven ability to be a self-starter and own tasks end-to-end.
• Detail oriented to ensure timely follow-ups.
• Effective communication with team members in professional scenarios.
• Proficient use of Word, PowerPoint and Excel.

Responsibilities

• Support team with administrative duties: time/expense, scheduling, calendar management, mail.
• Follow up on document processing (account opening, wires) and provide status updates.
• Oversee admin elements of client events (invitations, venues, agendas, gifts).
• Manage client account maintenance needs (new check books, lost cards, username locks).
• Handle client gifting (purchase, distribution, tracking).
• Assist Wealth Advisors and clients with daily administrative tasks and ad hoc requests.

Skills

Self-starter

Detail-oriented

Communication

MS Office (Word/PowerPoint/Excel)

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Office

Job description

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

Morgan Wealth Management, seeks a Client Service Administrator in the New York area. You will collaborate with Client Associates, Wealth Advisors, management and Middle Office to deliver a seamless client-advisor experience. Responsibilities include scheduling, document processing follow-ups, client events administration, and account maintenance support for high-net-worth clients.