J.P. Morgan Advisors - Senior Client Associate - Seattle, WA

About the role

As a Client Associate in J.P. Morgan Advisors, you will provide dedicated business support to Financial Advisors and their ultra-high-net-worth clients. You will establish, maintain, and build relationships while delivering exceptional client service, with extensive client contact and involvement in all activities that touch prospective or existing clients.

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 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 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, 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 clients.
• Ability to communicate effectively with clients and team members while maintaining professionalism in difficult situations.

Preferred Qualifications

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

Benefits

• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support and financial coaching.

Additional details about total compensation and benefits will be provided during the hiring process.

Pay

Competitive total rewards package including base salary determined based on the role, experience, skill set, and location. Eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.