J.P. Morgan Advisors - Senior Client Associate - Boston, MA
On-site · Boston, Massachusetts, United States
Job Summary
Senior Client Associate in J.P. Morgan Advisors (Boston, MA) provides dedicated business support to Financial Advisors and clients. Responsibilities include owning client onboarding and account maintenance, collecting account information and documents, providing investment quotes, and executing trades across equities, mutual funds, fixed income, and private investments. Supports a broad suite of advisory and digital offerings, performs daily administrative duties, and liaises with the advisor team, branch management, and compliance. Requires a Bachelor's degree or equivalent experience and Series 7 & 66 licenses (or ability to obtain within 180 days). Strong self-starting, end-to-end ownership, client communication, and professionalism in challenging situations are essential. Preferred skills include adaptability to regulatory changes and proficiency with Word, PowerPoint, and Excel.
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
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