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

JPMorganChase • Houston, TX

3d

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 financial solutions using the global resources of JPMorgan Wealth Management. The role involves onboarding and maintaining client accounts, supporting a diverse range of wealth management products and services, and handling daily administrative and operational work. You will collaborate with Financial Advisors, branch management, compliance, and other business units while contributing to firm and regional initiatives.

Requirements

• Bachelor’s degree or equivalent experience.
• Hold Series 7 and Series 66 licenses upon hire, or successfully obtain them within 180 days of the start date.
• Ability to be 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 with clients and team members while maintaining professionalism in difficult situations.

Nice To Haves

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

Responsibilities

• Own onboarding and account maintenance for new and existing clients, including collecting account-specific information and documents, obtaining financial information, and providing investment quotes in compliance with firm policies and regulatory requirements.
• Interface 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.
• Support products and applications including Advisor Services, Wealth Planning & Advice, Goal Based planning, 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 communicating about money transfers and account maintenance, preparing portfolio reviews, handling ad hoc requests, and attending client meetings.
• Serve 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.

What This Job Offers

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