J.P. Morgan Advisors - Senior Client Associate- Palm Beach Gardens, FL

JPMorgan Chase & Co. • Palm Beach Gardens, FL

18h • $71,600 - $106,800

About The Position

As a Senior Client Associate within J.P. Morgan Advisors, you will support Financial Advisors and ultra-high-net-worth clients, helping deliver a personalized wealth management experience. You will coordinate onboarding and account maintenance, assist with investment activity and recommendations, support clients across wealth management products and digital applications, and handle operational and administrative needs. The role works closely with clients, Financial Advisors, branch management, compliance, and other business units while 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 act as a self-starter, 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, collecting account-specific information, documents, and financial information, and providing investment quotes in compliance with regulatory and firm policies.
• Interact 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 clients across products and applications, including Advisor Services, Wealth Planning & Advice, goal-based and liabilities planning, banking and lending solutions, mortgages, and JPMorgan Online and mobile offerings.
• Perform administrative and operational duties for Financial Advisors and clients, including communication about money transfers and account maintenance, preparing for portfolio reviews, handling ad hoc requests, and attending client meetings.
• Liaise among 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