J.P. Morgan Advisors - Senior Client Associate - Chicago, IL
On-site · Chicago, Illinois, United States
Job Summary
Client Associate at J.P. Morgan Advisors supporting Financial Advisors with onboarding and maintenance of UHNW client accounts, delivering investment quotes, executing equity/mutual fund/fixed income/private investments, and coordinating across Advisor Services, Wealth Planning, and lending products. Responsible for daily admin, client communications, and liaison with branch management and compliance; engages in local and technology team meetings and supports firm initiatives. Requires Bachelor's degree (or equivalent), Series 7 and 66 (or ability to obtain within 180 days), self-motivation, independent work ethic, strong client-facing communication, and proficiency with Office tools.
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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