J.P. Morgan Advisors -Senior Client Associate -Bilingual Spanish/ English required Miami, FL
Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll 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. Embrace the challenge of shaping the future of client service and make your mark by delivering high-quality support and innovative financial solutions.
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 J.P. 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 support firm and regional initiatives and remediations, and actively participate in recurring local, national, and technology team meetings.
Requirements
- 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.
- Bilingual Spanish and English required.
Preferred Qualifications
- Able to adapt and stay abreast of changing technology and regulatory policies.
- Highly proficient user of Word, PowerPoint, and Excel.
Benefits
- Competitive total rewards package including base salary determined based on the role, experience, skill set, and location.
- Commission-based pay and/or discretionary incentive compensation for eligible roles, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
- Comprehensive health care coverage.
- On-site health and wellness centers.
- Retirement savings plan.
- Backup childcare.
- Tuition reimbursement.
- Mental health support.
- Financial coaching.
About Us
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits, and cities grow, delivering solutions to solve all their financial needs.
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.