Wealth Management Client Services Specialist

JPMorgan Chase & Co.; Florida; On-site; USD 45,000 - 65,000; 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 to support the team with daily administrative duties, scheduling, and document processing for client accounts.

Responsibilities include managing events, gifting, and client account maintenance, while collaborating with Wealth Advisors and management to deliver a seamless experience.

Qualifications

• Bachelor's degree or equivalent experience.
• Self-starter who can own tasks end-to-end in a fast-paced environment.
• Detail oriented with timely follow-ups.
• Ability to communicate effectively and maintain professionalism.
• Proficiency in 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.
• Oversee administrative elements of client events (invitations, venue oversight, agendas, gift distribution).
• Oversee client account maintenance needs (order new check books, support clients with lost credit cards, username locks).
• Manage client gifting (purchase, distribution, tracking).
• Perform other daily administrative and operational duties that support Wealth Advisor(s) and clients.

Skills

Self-starter

Detail oriented

Communication skills

Education

Bachelor's degree or equivalent experience

Tools

Word

PowerPoint

Excel

Job description

J.P. Morgan Advisors, the ultra-high net worth division of J. P. Morgan Wealth Management, seeks a Client Service Administrator to support the team with daily administrative duties, scheduling, and document processing for client accounts.

Responsibilities include managing events, gifting, and client account maintenance, while collaborating with Wealth Advisors and management to deliver a seamless experience.