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

Military Spouse Corporate Career Network • Houston, TX

2d • Onsite

About The Position

As a Client Associate on the J.P. Morgan Advisors team, 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 account needs with tailored solutions, professional service, and access to the global resources of JPMorgan Wealth Management. The role combines client-facing support with administrative and operational duties in a fast-paced environment.

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 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 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 onboarding and account maintenance for new and existing clients by collecting account-specific information, obtaining account documents and financial information, and providing investment quotes in compliance with 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 JP Morgan Online and mobile offerings.
• Perform daily administrative and operational duties for Financial Advisors and clients, including communicating about money transfers and account maintenance, preparing portfolio reviews, responding to ad hoc requests, and attending client meetings.
• Serve as a liaison between 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.

What This Job Offers

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