J.P. Morgan Advisors - Senior Client Associate - Boston, MA
About the role
J.P. Morgan Advisors, part of J.P. Morgan Wealth Management, offers personalized wealth management services to U.S.-based clients and their advisors. The small size and broad scope allow for customized solutions tailored to specific client needs.
Job Responsibilities
- Interact with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes
- Make investment recommendations, propose firm offerings and execute equity trades, mutual fund orders, fixed income trades and private investments
- 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 support 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
- Able 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
About Us
JPMorganChase is a leading financial institution offering innovative financial solutions to millions of consumers, small businesses and large corporations worldwide. We are part of one of the oldest financial institutions, with a rich history spanning over 200 years. We offer a competitive total rewards package including base salary, commission-based pay, and discretionary incentive compensation. We also provide a range of benefits and programs to meet employee needs, including comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and more. We are committed to fostering a diverse and inclusive workplace, and we welcome applicants with disabilities and veterans. For more information about our total compensation and benefits, visit our FAQs. For more information about our commitment to diversity and inclusion, visit our Equal Opportunity Employment page. For more information about our team, visit J.P. Morgan Asset & Wealth Management.