Wealth Management Client Services Associate

Fairygodboss; Town of Florida (NY); On-site; USD 55,000 - 85,000; Full time

Job summary

J.P. Morgan Advisors, the ultra-high net worth division of J. P. Morgan Wealth Management, seeks an administrative professional to support Wealth Advisors with client service and operations tasks in a fast-paced environment.

The role involves coordinating calendars, processing documents, managing client events, and handling routine maintenance for accounts while maintaining a high level of professionalism and independence.

Qualifications

• Bachelor's degree or equivalent experience.
• Proven ability to be a self-starter and work independently in a fast-paced environment.
• Detail oriented to ensure follow ups are completed in a timely manner.
• Effective communication with team members while maintaining professionalism.
• Highly proficient with Word, PowerPoint and Excel.

Responsibilities

• Support team with administrative duties such as time and expense, scheduling of client/internal meetings, team calendar management, sending mail.
• Follow up on internal document processing (e.g., account opening, money movement, wires) to provide status updates to the team and guard against roadblocks.
• Oversee the administrative elements of client events (e.g., invitations, venue oversight, agendas, gift distribution, etc.).
• Oversee client account maintenance needs (order new check books, support clients with lost credit cards, username locks, etc.).
• Manage client gifting (e.g., purchase, distribution, tracking).
• Perform other daily administrative and operational duties that support the Wealth Advisor(s) and clients including ad hoc requests.

Skills

Self-starter

Detail-oriented

Communication skills

Team collaboration

Education

Bachelor's degree

Tools

Word

PowerPoint

Excel

Job description

J.P. Morgan Advisors, the ultra-high net worth division of J. P. Morgan Wealth Management, seeks an administrative professional to support Wealth Advisors with client service and operations tasks in a fast-paced environment.

The role involves coordinating calendars, processing documents, managing client events, and handling routine maintenance for accounts while maintaining a high level of professionalism and independence.