55ip Enterprise Advisor Services - Associate

Description

55ip is the intersection between technology and financial services bringing tax smart solutions to our clients globally.

Job summary:

As a 55ip Enterprise Advisor Service Associate within the 55ip Client Advisory team, you will be instrumental in providing a best-in-class client experience.

You will assist our vast and growing client base from onboarding to continued use of the 55ip platform.

You will also work behind the scenes to support operational functions that enhance the external client experience and empower our internal partners.

As our firm and the Advisor Services team grow, your role as the hub of the Client Solutions group will become even more critical.

You will not only provide top-notch client services but also contribute to operational, reporting, and process creation.

Job responsibilities:


* Answers client requests and questions via e-mail and live phone call


* Communicate operational notifications to clients via email


* Facilitate reporting for trading operations team


* Partner with Advisor Success Managers on client servicing, providing operational expertise to an SME level


* Assisting with onboarding of newly signed clients, overseeing the integration of client account information with 55ip Platforms


* Provide client feedback to product and technology teams


* Work with Product and Marketing teams to create client facing collateral for existing clients and prospects

Required qualifications, skills and capabilities:


* Experience working with Custodians (Fidelity, Schwab, Pershing, Raymond James)


* Experience answering investment and investment account management questions


* Experience working with Investment Advisors


* Familiarity with Salesforce and Service Cloud


* Superior verbal and written communication skills


* 5+ years of experience


* Advanced skills in Excel & PowerPoint

Preferred qualifications, skills and capabilities::


* Python experience is a plus

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.

Morgan and Chase brands.

Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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

Those in 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.

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

These benefits include comprehensive health care coverage, on-site health and wellne...