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J.P. Morgan Advisors, the ultra-high net worth division of J. P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to customize solutions tailored to clients' specific needsAs a Client Associate with J.P. Morgan Advisors you will provide dedicated business support to a Financial Advisor(s) and their clients. You will establish, maintain, and build relationships while delivering exceptional client service. In this position you will have extensive client contact; you will be involved in all activities that touch prospective or existing clients.Job ResponsibilitiesOwn the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and proceduresInterface directly with clients and Financial Advisor(s) to make investment recommendations, propose firm offerings and execute equity trades, mutual fund orders, fixed income trades and private investmentsProvide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suitePerform daily administrative and operational duties that support the Financial Advisor(s) and clients, including direct communication with clients regarding money transfers, account maintenance, portfolio review preparation and ad hoc requests, and attending client meetingsServe as a liaison between the Financial Advisor team, branch management, compliance and various other business units throughout the firmProactively supports firm and regional initiatives and remediations, and actively participate in recurring local, national and technology team meetingsRequired qualifications, capabilities, and skillsBachelor's degree or equivalent experience Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from start dateProven ability to be a self-starter, act as an end-to-end owner of tasks and work independently in a fast-paced environment Proactively identify and deliver appropriate solutions that address the needs of our clientsAbility to communicate effectively with clients and team members while maintaining professionalism in difficult situationsPreferred qualifications, capabilities, and skills:Able to adapt and stay abreast of changing technology and regulatory policies Highly proficient user of Word, PowerPoint, and Excel
Full Time
$70k-99k (estimate)
08/26/2024
09/09/2024
jpmorganchase.com
MCKINNEY, TX
>50,000
1968
>$50B
Banking
For over 200 years, JPMorgan Chase & Co has provided innovative financial solutions for consumers, small businesses, corporations, governments and institutions around the world. Today, we're a leading global financial services firm with operations servicing clients in more than 100 countries. Whether we are serving customers, helping small businesses, or putting our skills to work with partners, we strive to identify issues and propose solutions that will propel the future and strengthen both our clients and our communities. 2017 JPMorgan Chase & Co. JPMorgan Chase is an equal opportunity and... affirmative action employer Disability/Veteran.
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