J.P. Morgan Advisors - Senior Client Associate - Riverside, CT

JPMorganChase • Riverside, CT

3d

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 using the resources of JPMorgan Wealth Management. The role includes client onboarding and account maintenance, investment-related support, administrative and operational duties, and coordination with teams across the firm.

Requirements

• Bachelor's degree or equivalent experience.
• Hold Series 7 and Series 66 licenses upon hire, or successfully obtain them within 180 days from the start date.
• Ability to work independently in a fast-paced environment, take ownership of tasks end to end, and demonstrate initiative.
• 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 changing technology and regulatory policies.
• High proficiency with Word, PowerPoint, and Excel.

Responsibilities

• Own client onboarding and account maintenance for new and existing clients, collecting account-specific information and documents, obtaining financial information, and providing investment quotes in accordance with regulatory and firm policies and procedures.
• Work 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.
• 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 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