JP Morgan Advisors - Sr. Client Associate - Houston, TX

VetJobs • Houston, TX

3d • $60,000 - $75,000 • Onsite

About The Position

As a Senior Client Associate on the J.P. Morgan Advisors team, you will support Financial Advisors and ultra-high-net-worth clients in delivering personalized wealth management services. You will help create a smooth client experience through account onboarding and maintenance, investment-related support, day-to-day administration, and coordination with teams across the firm. The role offers the opportunity to develop in a fast-paced environment, work closely with Financial Advisors, and draw on the global resources of JPMorgan Wealth Management.

Requirements

• Bachelor's degree or equivalent experience.
• Series 7 and Series 66 licenses upon hire, or ability to successfully obtain them within 180 days of the start date.
• Demonstrated ability to be 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 changing technology and stay current with regulatory policies.
• High proficiency with Word, PowerPoint, and Excel.

Responsibilities

• Manage onboarding and account maintenance for new and existing clients by gathering account information, collecting documents and financial information, and providing investment quotes while complying with regulatory and firm policies and procedures.
• 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 a diverse range of products and applications, including Advisor Services, Wealth Planning & Advice, goal-based and liabilities planning, banking and lending solutions, mortgages, and digital offerings through JPMorgan Online and its 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, handling ad hoc requests, and attending client meetings.
• Act as a liaison among the Financial Advisor team, branch management, Compliance, and other business units across the firm.
• 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