J.P. Morgan Advisors - Business Specialist - Vice President - Chicago, IL
On-siteChicago, Illinois, United States
Job Summary
Oversee sales support efforts for a J.P. Morgan Advisors team by coordinating client service projects, supervising junior staff on hiring and performance, and regulating workflow to improve efficiencies. Manage client contact and coverage as the main point of contact for key relationships, navigating issue resolution and escalation while ensuring compliance with regulatory and operational requirements. Work with Financial Advisors to identify new business opportunities, implement investment solutions, and coordinate the onboarding of new relationships. Attend client meetings, product rollouts, and research meetings to stay current on services and grow assets from the existing client base. Requires 7 years in financial services, Series 7 & 66 licenses, and a Bachelor's degree.
Required Qualifications
- 7 years' experience in Financial Services industry
- Strong understanding of the needs and sensitivities of clients
- Ability to work in a team-based environment
- Ability to handle multiple concurrent assignments with a high degree of accuracy and meet deadlines in a high-pressure environment
- Experienced in working on a team with at least two additional Sales Associate
- Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from start date
- Bachelor's degree required
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