J.P. Morgan Advisors - Senior Client Associate - Chicago, IL

JPMorganChase • Chicago, IL

1d

About The Position

As a Senior Client Associate within J.P. Morgan Advisors, you will assist Financial Advisors and their clients in delivering a personalized wealth management experience to ultra-high-net-worth clients. You will support client relationships and provide tailored solutions by using the resources of JPMorgan Wealth Management. The role includes client onboarding and account servicing, investment-related support, and a range of administrative and operational duties. It also involves coordinating with Financial Advisors, branch management, compliance, and other business units, and supporting firm and regional initiatives.

Requirements

• Bachelor's degree or equivalent experience.
• Series 7 and 66 licenses upon hire, or successfully obtain them within 180 days of the start date.
• Ability to self-start, own tasks end to end, and work independently in a fast-paced environment.
• Ability to identify and deliver appropriate solutions that address client needs.
• Ability to communicate effectively and professionally with clients and team members, including in difficult situations.

Nice To Haves

• Ability to adapt to and stay current with changing technology and regulatory policies.
• High proficiency with Word, PowerPoint, and Excel.

Responsibilities

• Manage onboarding and account maintenance for new and existing clients by collecting account-specific information, obtaining account documents and financial information, and providing investment quotes in compliance with regulatory and firm policies.
• Work directly with clients and Financial Advisors on investment recommendations and firm offerings, and execute equity trades, mutual fund orders, fixed income trades, and private investments.
• Support products and applications including Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking and lending solutions, mortgages, and JPMorgan Online and mobile offerings.
• Perform daily administrative and operational duties, including communicating with clients about money transfers and account maintenance, preparing for portfolio reviews, handling ad hoc requests, and attending client meetings.
• Act as a liaison among the Financial Advisor team, branch management, compliance, and other business units.
• Support firm and regional initiatives and remediations, and participate in recurring local, national, and technology team meetings.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior