J.P. Morgan Advisors -Senior Client Associate -Bilingual Spanish/ English required Miami, FL
On-siteMiami, Florida, United States
Job Summary
Own the client onboarding and account maintenance for new and existing clients by collecting account-specific information, obtaining documents, and providing investment quotes while complying with firm policies. 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 including Advisor Services, wealth planning, goal-based planning, liabilities planning, banking, lending solutions, mortgages, and digital offerings. Perform daily administrative and operational duties supporting Financial Advisors, including direct communication regarding money transfers, account maintenance, portfolio review preparation, and ad hoc requests. Serve as a liaison between the Financial Advisor team, branch management, compliance, and various business units. Proactively support firm and regional initiatives and participate in recurring local, national, and technology team meetings. Bilingual Spanish and English required; Series 7 & 66 licenses needed upon hire or within 180 days.
Required Qualifications
- 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
- Ability to communicate effectively with clients and team members while maintaining professionalism in difficult situations
- Bilingual Spanish and English required
Desired Qualifications
- Able to adapt and stay abreast of changing technology and regulatory policies
- Highly proficient user of Word, PowerPoint, and Excel
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