J.P. Morgan Advisors -Senior Client Associate- Houston, TX
About The Position
As a Client Associate on the J.P. Morgan Advisors team, you will support Financial Advisors and ultra-high-net-worth clients by providing a personalized wealth management experience. You will assist with onboarding, account servicing, investment transactions, and a range of financial products and digital services. The role involves close coordination with clients, advisors, branch management, compliance, and other business units, while following applicable regulatory and firm policies. You will contribute to a team focused on strong client relationships, high-quality service, and tailored financial solutions.
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.
- Demonstrated ability to self-start, take end-to-end ownership of tasks, and work independently in a fast-paced environment.
- Ability to proactively identify and deliver appropriate solutions to meet 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 keep 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 by gathering account information, obtaining documents and financial statements, and providing investment quotes in accordance with regulatory and firm policies.
- Work directly with clients and Financial Advisors on investment recommendations, firm offerings, and execution of equity trades, mutual fund orders, fixed-income trades, and private investments.
- Support products and applications including Advisor Services, Wealth Planning & Advice, goal-based and 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 communications about money transfers and account maintenance, preparing for portfolio reviews, handling ad hoc requests, and attending client meetings.
- Act 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, with 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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
