J.P. Morgan Wealth Management- Client Associate

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 Financial Advisors and their clients.

You will establish, maintain, and build relationships while delivering exceptional client service.

In this role you will have extensive client contact and will be involved in all activities that touch prospective or existing clients.

Job responsibilities:


* Manage client contact extensively (through both email and phone calls).

Individual will be involved in all activities that touch existing clients only.


* Collaborate with both front office and operation teams to complete client and business related requests.


* Receives orders from clients in diverse products; includes mastering product-specific applications, ensuring completion of necessary documentation.


* Perform account maintenance including money transfer requests, address changes, restrictions, etc.


* Send notifications and action overdraft items for all JPMA deposit accounts.


* Assists and manages ad-hoc projects and reporting.

Required qualifications, capabilities, and skills:


* Bachelor's degree or equivalent experience


* Series 7 & 66 licenses upon hire or must successfully obtain within 120 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

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.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location.

Those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions.

We also offer a range of benefits and programs to meet employee needs, based on...