J.P. Morgan Advisors -Senior Client Associate -Dallas, TX

JPMorgan Chase & Co. • Dallas, TX

6d • $67,200 - $94,900

About The Position

As a 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 drawing on JPMorgan Wealth Management’s resources, while working in a fast-paced environment focused on service, innovation, and professional growth.

Requirements

• Bachelor's degree or equivalent experience.
• Series 7 and 66 licenses upon hire, or successfully obtain them within 180 days from the start date.
• Ability to act as a self-starter, own tasks end to end, and work independently in a fast-paced environment.
• Ability to proactively 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, collecting account information and documents, obtaining financial information, and providing investment quotes in compliance with firm policies and regulatory requirements.
• 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 a range of products and applications, including Advisor Services, Wealth Planning & Advice, goal-based and liabilities planning, banking and lending solutions, mortgages, and JP Morgan Online and mobile offerings.
• Perform daily administrative and operational duties for Financial Advisors and clients, including communications about money transfers and account maintenance, preparing for portfolio reviews, responding to ad hoc requests, and attending client meetings.
• Act as a liaison between the Financial Advisor team, branch management, compliance, and other firm business units.
• Support firm and regional initiatives and remediations, and participate in recurring local, national, and technology team meetings.

Benefits

• Competitive total rewards package, including base salary and, for eligible roles, commission-based pay and/or discretionary incentive compensation.
• 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: Senior