J.P. Morgan Advisors - Senior Client Associate - Newport Beach, CA

JPMorgan Chase • Newport Beach, CA

410d

About The Position

As a Client Associate at J.P. Morgan Advisors, you will be integral in delivering exceptional wealth management services to ultra-high net worth clients. This role involves working closely with Financial Advisors to provide personalized solutions, build lasting relationships, and support clients in achieving their financial goals. You will have the opportunity to develop your skills in a fast-paced environment, leveraging the global resources of one of the world's most respected financial firms.

Requirements

• Bachelor's degree or equivalent experience
• Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from start date
• Proven ability to be a self-starter, act as an end-to-end owner of tasks and work independently in a fast-paced environment
• Proactively identify and deliver appropriate solutions that address the needs of our clients
• Ability to communicate effectively with clients and team members while maintaining professionalism in difficult situations.

Nice To Haves

• Able to adapt and stay abreast of changing technology and regulatory policies
• Highly proficient user of Word, PowerPoint, and Excel.

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 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.

Benefits

• Comprehensive health care coverage
• On-site health and wellness centers
• Retirement savings plan
• Backup childcare
• Tuition reimbursement
• Mental health support
• Financial coaching

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: Bachelor's degree