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

JPMorgan Chase & Co. • Greenwich, CT

12h • $70,300 - $99,900

About The Position

As a Client Associate within the J.P. Morgan Advisors team, you will assist Financial Advisors and their clients in delivering a personalized wealth management experience for ultra-high-net-worth clients. You will support client relationships and provide tailored solutions using JPMorgan Wealth Management’s global resources. The role includes onboarding and account maintenance, client service and operational support, and coordination with Financial Advisors, branch management, compliance, and other business units. You will also support firm and regional initiatives in a fast-paced environment.

Requirements

• Bachelor’s degree or equivalent experience.
• Series 7 and Series 66 licenses upon hire, or successfully obtain them within 180 days from the start date.
• Ability to act as a self-starter, take end-to-end ownership of tasks, and work independently in a fast-paced environment.
• Ability to proactively identify and deliver appropriate solutions addressing client needs.
• Ability to communicate effectively with clients and team members while maintaining professionalism in difficult situations.

Nice To Haves

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

Responsibilities

• Own client onboarding and account maintenance for new and existing clients by collecting account-specific information, obtaining account documents and financial information, and providing investment quotes while following 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 digital offerings through JP Morgan Online and mobile applications.
• Perform daily administrative and operational duties supporting Financial Advisors and clients, including communicating with clients about money transfers and account maintenance, preparing for portfolio reviews, handling ad hoc requests, and attending client meetings.
• Serve as a liaison between the Financial Advisor team, branch management, compliance, and other business units throughout the firm.
• Support firm and regional initiatives and remediations, and 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
• Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity

What This Job Offers

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