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

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
• Able to communicate effectively with clients and team members while maintaining professionalism in difficult situations

About Us

J.P. Morgan Advisors is part of JPMorgan Chase, a leading financial services firm serving nearly half of America's households and small businesses. 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 meet their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Additional details about total compensation and benefits will be provided during the hiring process.

Our Team

The Consumer & Community Banking division of JPMorgan Chase 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 are 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. We are here to help you manage your money with checking, savings, and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.