Wealth Management Client Associate — Onboarding & Advisory

Testing Site - JPMC; Philadelphia (Philadelphia County); On-site; USD 70,000 - 110,000; Full time

Job summary

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

You will establish, maintain, and build relationships while delivering exceptional client service in a fast-paced wealth management environment. You will handle onboarding, process investment quotes, coordinate trades, and support a range of advisory tools.

Qualifications

• Bachelor's degree or equivalent experience.
• Series 7 & 66 licenses upon hire or within 180 days.
• Self-starting, end-to-end ownership in a fast-paced environment.
• Ability to communicate effectively with clients and team.
• Proactive in delivering solutions for clients.

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

Client communication

Team collaboration

Regulatory compliance

Education

Bachelor's degree or equivalent

Tools

Word

PowerPoint

Excel

Job description

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

You will establish, maintain, and build relationships while delivering exceptional client service in a fast-paced wealth management environment. You will handle onboarding, process investment quotes, coordinate trades, and support a range of advisory tools.