J.P. Morgan Advisors

1 week ago


Boston, United States CareerBuilder Full time

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 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 Advisor(s) 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

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