J.P. MORGAN ADVISORS

3 weeks ago


Stewart Ave Garden City NY USA, United States JPMorgan Chase & Co. Full time
JobID: 210449845

Category: Client Advisory

JobSchedule: Full time

Posted Date: 2024-04-18T19:41:54+00:00

JobShift:

Base Pay/Salary: Garden City,NY $66,500.00-$90,000.00

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 needs

As a Client Associate in 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 Responsibilities

* Own the client onboarding and account maintenance for new and existing clients. Inclusive of collecting account-specific information, obtaining account document from clients and complying with regulatory policies and procedures
* Perform daily administrative and operational duties that support the Financial Advisor(s) and clients; including money transfers, client account maintenance, and ad hoc requests
* Support firm and regional initiatives and remediation's, and participate in recurring local, national and technology team meetings
* Support team with administrative duties such as travel and expense, scheduling of client and internal meetings, team calendar management, and sending mail
* Follow up on internal document processing (e.g., account opening, money movement, wires) to provide status updates to the team and guard against roadblocks
* Oversee client account maintenance needs such as ordering new check books, providing support for banking offerings, and supporting clients with online access
* Operate in a floater capacity and/or not support dedicated coverage but act as a resource for branch.

Required qualifications, capabilities, and skills

* Bachelor's degree or equivalent experience
* Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from hire
* Proven 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 clients
* Ability to communicate effectively with clients and team members while maintaining professionalism in difficult situations
* Less than one year of transferrable Wealth Management experience

Preferred qualifications, capabilities, and skills:

* Able to adapt and stay abreast of changing technology and regulatory policies
* Highly proficient user of Word, PowerPoint, and Excel
  • Asset Management

    2 weeks ago


    New York, NY, United States JP Morgan Chase Full time

    J.P. Morgan Asset Management is the world’s third-largest alternatives manager, with a 40-year history of delivering innovative alternative solutions across market cycles. Our alternative investment engines are managed by highly specialized independent teams, backed by the global reach, vast resources and robust governance of J.P. Morgan Asset Management....

  • Asset Management

    2 weeks ago


    New York, NY, United States JP Morgan Chase Full time

    J.P. Morgan Asset Management is the world’s third-largest alternatives manager, with a 40-year history of delivering innovative alternative solutions across market cycles. Our alternative investment engines are managed by highly specialized independent teams, backed by the global reach, vast resources and robust governance of J.P. Morgan Asset Management....

  • J.P. Morgan Advisors

    3 weeks ago


    Garden City, United States JPMorgan Chase & Co. Full time

    Own the client onboarding and account maintenance for new and existing clients. Inclusive of collecting account-specific information, obtaining account document from clients and complying with regulatory policies and procedures Perform daily administ Client Associate, Advisor, Senior, Garden, Associate, Banking, Client

  • Asset Management

    2 weeks ago


    New York, NY, United States JP Morgan Chase Full time

    The Global Fixed Income, Currency and Commodities team (GFICC) at J.P. Morgan Asset Management is one of the world’s deepest and best-resourced fixed income managers, with expertise across all major fixed income sectors, including niche markets. Every investment decision in our fixed income solutions is underpinned by the proprietary research of a...


  • New York, NY, United States JP Morgan Chase Full time

    J.P. Morgan Asset Management is looking for an experienced Product Manager (PM) to lead the digitization of a suite of client-facing capabilities focused on delivering superior client experiences and demonstrable operational efficiencies. This workstream is part of an ambitious roadmap transforming JPMorgan’s client offering by providing unique access to...

  • Asset Management

    16 hours ago


    New York, NY, United States JP Morgan Chase Full time

    The Global Fixed Income, Currency and Commodities team (GFICC) at J.P. Morgan Asset Management is one of the world’s deepest and best-resourced fixed income managers, with expertise across all major fixed income sectors, including niche markets. Every investment decision in our fixed income solutions is underpinned by the proprietary research of a...


  • New York, NY, United States JP Morgan Chase Full time

    The buy side gains a competitive advantage by using Fusion, as their data is seamlessly integrated and combined across multiple sources into a single data model. Leveraging this model allows for data-driven insights downstream to generate investment and operational alpha. Fusion is a cloud-native data solution built for institutional investors that delivers...


  • New York, NY, United States JP Morgan Chase Full time

    Positon available in New York, NY and Boston, MAJob Summary:You will be an integral part of a growing Product Consulting practice at 55ip that will develop and implement process improvements and best practices to aid product development and delivery for 55ip’s growing list of enterprise clients.Primary responsibilities will include understanding the...


  • New York, NY, United States JP Morgan Chase Full time

    Job SummaryTransition Management is responsible for the legal and operational structuring, end to end coordination and integration of all new clients onto the Prime Financial Services (PFS) platform.  The aim is to deliver a seamless and timely multi-asset class onboarding for our clients, spanning multiple products, including Equity and Fixed Income Prime...


  • Jersey City, United States JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** Our technologist span all lines of business and enablement functions - Asset & Wealth Management, Corporate & Investment Bank, Commercial Banking, Consumer & Community Banking, Employee Experience and Corporate Technology, Cybersecurity & Technology Controls, Chief of Technology Office, Global Technology Infrastructure, Public Cloud...

  • Investment Banking

    1 week ago


    New York, NY, United States JP Morgan Chase Full time

    DESCRIPTION:Duties: Provide advice and deliver creative corporate finance solutions to clients for mergers and acquisitions, as well as strategic capital raising initiatives, including equity and debt issuance. Drive executive processes in Mergers and Acquisitions for both corporate and asset related acquisition and divestiture engagements, as well as debt...


  • New York, NY, United States JP Morgan Chase Full time

    Treasury and Chief Investment Office is responsible for firm-wide asset and liability management. Members of Treasury and Chief Investment Office are uniquely positioned to influence the operations of the entire firm by managing its aggregate market exposure, deploying its capital, and designing and executing its liquidity and funding strategies. Treasury...


  • New York, NY, United States JP Morgan Chase Full time

    The Electronic Client Solutions (ECS) team is the client-facing organization for all automated trading capabilities in Cash Equities.  You will build, manage and deliver the leading industry platform for algorithmic execution and liquidity solutions, data, analytics and low latency trading capabilities to institutional, hedge fund and systematic trading...


  • New York, NY, United States JP Morgan Chase Full time

    Global Real Estate (GRE) is seeking an experienced executive to lead the evolution of best practices in GRE and oversee how GRE manages programs, with the goal of increasing the frequency of on-time and on-budget project delivery. The executive will focus on driving continuous process improvement efforts, ensure best practices are syndicated, and serve as a...


  • New York, NY, United States JP Morgan Chase Full time

    Aumni's mission is to empower leaders in the private capital markets to make the smartest investment decisions with the best data and analytics solutions. We use the latest technology to discover, analyze, and deliver investment insights that were once buried in unstructured documents. Recently acquired by JPMorgan, Aumni is able to leverage the scale and...

  • Category Manager

    2 weeks ago


    Jersey City, NJ, United States JP Morgan Chase Full time

    As a Category Manager covering software in our Corporate & Investment Bank and Asset & Wealth Management lines of business, you will play a key role in the firm’s continued modernization and journey to the cloud.  You will identify best-in-class software and SaaS suppliers, source products, and negotiate pricing and terms.  You will find and unlock value...


  • New York, NY, United States JP Morgan Chase Full time

    This is an exciting opportunity to work in a dynamic and strategic role within the Corporate Investment Bank Treasury (CIBT) group, where you  will play a key part in optimizing performance and shaping the future of the organization.As a Treasury Capital Management Vice President in the CIBT Planning & Analysis team, you will play a key role in optimizing...


  • Jersey City, United States JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** Play a crucial role in transforming ideas into functional products, while navigating through complex challenges. Develop your skills, contribute to meaningful change, and propel your career in an environment that values growth and learning. As a Product Delivery Associate in Trade and Working Capital, you enable the release of products...


  • Jersey City, New Jersey, United States tapwage Full time

    There's nothing more exciting than being at the center of a rapidly growing field in technology and applying your skillsets to drive innovation and modernize the world's most complex and mission-critical systems.As a Site Reliability Engineer III at JPMorgan Chase within the Digital Private Markets /Aumni (A JP Morgan Chase Company), you will solve complex...


  • Lake City, FL, United States Lake City Chrysler Dodge Jeep Ram Full time

    We are a part of the fast-growing Morgan Auto Group, a Florida leader in automotive retail. We are looking to add a qualified Service Advisor to our team at Lake City Chrysler Dodge Jeep Ram. We offer our associates a team environment, great benefits and ongoing training and support. Growth opportunities are available! If you are in alignment with our values...