J.P. Morgan Advisors - Senior Client Associate - Chicago, IL

JPMorgan Chase & Co. • Chicago, IL

1d • $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 financial solutions while coordinating with teams across JPMorgan Wealth Management. The position offers the opportunity to develop skills and pursue career growth in a fast-paced environment.

Requirements

• Bachelor's degree or equivalent experience.
• Hold Series 7 and 66 licenses upon hire or successfully obtain them within 180 days from 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 solutions that address client needs.
• Ability to communicate effectively with clients and team members while remaining professional 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, including collecting account-specific information, obtaining account documents and financials, 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 a range of products and applications, including Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking and lending solutions, mortgages, and digital offerings through the JP Morgan Online and mobile suite.
• Perform daily administrative and operational duties for Financial Advisors and clients, including communicating about money transfers and account maintenance, preparing for portfolio reviews, responding to 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.

Benefits

• Competitive total rewards package, including base salary determined by role, experience, skill set, and location.
• Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
• 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