Wealth Management Client Support Specialist

Fairygodboss; Miami (FL); On-site; USD 60,000 - 85,000; Full time

Job summary

JPMorgan Advisors, a client-focused wealth management team within JPMorgan Chase, seeks a Client Associate to support Financial Advisors and clients. You will deliver personalized solutions, manage onboarding, and maintain accounts to enhance the client experience.

You will collaborate with advisors to implement investment strategies, handle daily administration, and help drive client satisfaction across high-net-worth relationships, contributing to the firm's reputation and growth.

Qualifications

• Bachelor's degree or equivalent experience.
• Series 7 & 66 licenses required or must obtain within 180 days from start date.
• Proven ability to be a self-starter and work independently in a fast-paced environment.
• Bilingual Spanish and English required.

Responsibilities

• Own the client onboarding and account maintenance for new and existing clients by collecting account information and documents, and providing investment quotes.
• Interface directly with clients and Financial Advisors to make investment recommendations and execute trades.
• Provide support across products including Advisor Services, Wealth Planning, and digital offerings.
• Perform daily administrative duties and client communications about money transfers and account maintenance.
• Serve as a liaison between the Financial Advisor team, branch management, compliance and other business units.
• Proactively support firm and regional initiatives and participate in meetings.

Skills

Bachelor's degree

Series 7

Series 66

Self-starter

Bilingual Spanish-English

Education

Bachelor's degree or equivalent experience

Job description

JPMorgan Advisors, a client-focused wealth management team within JPMorgan Chase, seeks a Client Associate to support Financial Advisors and clients. You will deliver personalized solutions, manage onboarding, and maintain accounts to enhance the client experience.

You will collaborate with advisors to implement investment strategies, handle daily administration, and help drive client satisfaction across high-net-worth relationships, contributing to the firm's reputation and growth.