J.P. Morgan Advisors Senior Client Associate La Jolla, CA

Description

Unlock your potential as a Client Associate at J.P. Morgan Advisors where youll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our dynamic and growing team and take advantage of a unique opportunity to work closely with Financial Advisors providing personalized solutions and building lasting relationships. With a commitment to career growth and mobility youll have the chance to develop your skills in a fast-paced environment supported by the global resources of one of the worlds most respected financial firms. Embrace the challenge of shaping the future of client service and make your mark by delivering high-quality support and innovative financial solutions.

As a Client Associate within the JPMorgan Advisors team you will play a crucial role in assisting Financial Advisors and their clients delivering a personalized and smooth wealth management experience. Your contribution to a team that values strong relationships and exceptional client service will directly impact our clients financial well-being through tailored solutions and professional advice. Together we will utilize the global resources of JPMorgan Wealth Management to meet our clients distinct needs fostering an environment of innovation and excellence. Join us in making a substantial difference in our clients lives and the wider community.

Job responsibilities :

• Own 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 procedures.
• Interface 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
• Provide 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 suite
• Perform 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 meetings
• Serve as a liaison between the Financial Advisor teambranch management compliance and various other business units throughout the firm
• Proactively supports firm and regional initiatives and remediations and actively participate in recurring local national and technology team meetings

Required qualifications capabilities and skills :

Preferred qualifications capabilities and skills :

FEDERAL DEPOSIT INSURANCE ACT :

This position is subject to Section 19 of the Federal Deposit Insurance Act. As such an employment offer for this position is contingent on JPMorganChases review of criminal conviction history including pretrial diversions or program entries.

Required Experience :

Senior IC

Key Skills

Abinitio,Business Analysis,Logistics & Procurement,Client Services,Business Analytics

Employment Type : Full-Time

Experience : years

Vacancy : 1

Monthly Salary Salary : 70300 - 99900