J.P. MORGAN ADVISORS
2 weeks ago
Category: Client Advisory
JobSchedule: Full time
Posted Date: 2024-02-07T22:02:26+00:00
JobShift:
Base Pay/Salary: New York,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 Financial Advisors and their clients. You will establish, maintain, and build relationships while delivering exceptional client service. In this role you will have extensive client contact and 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 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 team, branch 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:
* Bachelor's degree or equivalent experience
* Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from start date
* 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
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
-
J.p. Morgan Advisors
4 days ago
New York, United States JPMorgan Chase & Co Full time**JOB DESCRIPTION** When you join JPMorgan Chase & Co. you will have the opportunity to utilize your talents and leadership capabilities in an inclusive community of Wealth Advisors. Offering a wide range of career growth, internal mobility all while expanding your skill set with a growing team. As a J.P. Morgan Advisors Training Specialist, you will work...
-
J.p. Morgan Advisors
4 days ago
New York, United States JPMorgan Chase & Co Full time**JOB DESCRIPTION** As a Branch Operations Support Associate you will assists in all middle office operations as it relates to the Financial Advisor teams within J.P. Morgan Advisors. **Job responsibilities**: - Support Financial Advisor and new client on-boarding processes - Assist with issue resolution for any complications/problems that may arise -...
-
J.p. Morgan Advisors
4 days ago
New York, United States JPMorgan Chase & Co Full time**JOB DESCRIPTION** When you join JPMorgan Chase & Co. you will have the opportunity to utilize your talents and leadership capabilities in an inclusive community of Wealth Advisors. Offering a wide range of career growth, internal mobility all while expanding your skill set with a growing team. As a Multi-Media & Communications Content Developer, you will...
-
J.P. Morgan Advisors
5 days ago
New York, United States JPMorgan Chase Full timeAs a Branch Operations Support Associate you will assists in all middle office operations as it relates to the Financial Advisor teams within J.P. Morgan Advisors. Job responsibilities: Support Financial Advisor and new client on-boarding processes Assist with issue resolution for any complications/problems that may arise Coordination of client data and...
-
Asset Management
6 days ago
New York, NY, United States JP Morgan Chase Full timeJ.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
6 days ago
New York, NY, United States JP Morgan Chase Full timeJ.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....
-
New York, United States JPMorgan Chase Full timeWithin J.P. Morgan Wealth Management, the Growth and Strategic Initiatives Associate role is an exciting opportunity for a talented, results-driven professional to join the Lending team. This individual is responsible for supporting critical, high-impact initiatives to grow the Wealth Management Lending business. You will be familiar with Lending products...
-
Asset Management
6 days ago
New York, NY, United States JP Morgan Chase Full timeThe 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...
-
Asset Management, Digital Product Owner
6 days ago
New York, NY, United States JP Morgan Chase Full timeJ.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...
-
J.P. Morgan Wealth Management
7 days ago
New Hyde Park, United States JPMorgan Chase & Co. Full timeAt J. P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad Client Advisor, Management, Wealth, Advisor, Financial Planning, Private, Banking
-
U.s. Private Bank
4 days ago
New York, United States JPMorgan Chase & Co Full time**JOB DESCRIPTION** We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be...
-
Prime Financial Services
6 days ago
New York, NY, United States JP Morgan Chase Full timeJob 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...
-
Asset Management
5 days ago
New York, United States JPMorgan Chase & Co Full time**JOB DESCRIPTION** 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....
-
Field Marketing
7 days ago
New York, United States JPMorgan Chase & Co Full time**JOB DESCRIPTION** J.P. Morgan Wealth Management is seeking a new Associate for the Advisor & Field Marketing Team to be able to deliver the white glove service, strategic consultation and new program development required to support our advisors and the future growth of the business. You will join a team who serves 1450 advisors and support staff in 45+...
-
J.P. Morgan Wealth Management
3 days ago
New York, United States JPMorgan Chase Full timeDigital Product Strategy & Acceleration is part of Commercial and Go-to-Market team in Wealth Management Product & Experience. The team's mandate is to lead Go-to-Market strategy and quickly test innovative ideas across different product areas, including using advanced technologies. We build the strategic vision, work cross functions to develop...
-
New York, NY, United States JP Morgan Chase Full timeAs part of the J.P. Morgan’s Deal Services Execution Support team, you will partner with Global Investment Bank (GIB) and Global Corporate Bank (GCB) Product and Coverage teams to support the execution of Investment and Corporate Banking transactions across Equity Capital Markets, Debt Capital Markets, Mergers and Acquisitions, and Lending. In this role,...
-
Investment Banking
6 days ago
NEW YORK, United States JP Morgan Chase Full timeShareholder Engagement and M&A Capital MarketsJ.P. Morgan’s Shareholder Engagement and M&A Capital Markets (SEMAC) team is expanding its mandate within the bank to include broader shareholder engagement and M&A Capital Markets advisory, while continuing to handle traditional shareholder activism and corporate defense. This role represents a unique...
-
Private Bank
2 weeks ago
New York, New York, United States tapwage Full timeWe are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of...
-
Investment Banking
4 weeks ago
New York, United States JPMorgan Chase & Co Full time**JOB DESCRIPTION** We are seeking an experienced Associate to join our industry leading team. As an Associate in Infrastructure Finance and Advisory, you'll be joining a team that originates, structures, and executes: (1) infrastructure advisories, primarily working to advise projects on their commercial framework and capital structure; and (2)...
-
Product Delivery Associate-payments
7 days ago
New York, 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 Omnichannel Solutions, you enable the release of products and...