J.P. Morgan Advisors - Senior Client Associate - New York, NY
On-site · New York City, New York, United States
Job Summary
Senior Client Associate at J.P. Morgan Advisors in New York supports Financial Advisors and clients with onboarding, account maintenance, and a range of investment and advisory activities. Responsibilities include collecting account information, providing investment quotes, executing equity, mutual fund, fixed income, and private investment orders, supporting Advisor Services and Wealth Planning tools, handling daily administrative and client communications, and coordinating with Compliance and branch management. Requires Bachelor's degree (or equivalent), Series 7 & 66 licenses (or ability to obtain within 180 days), and demonstrated independence, client service mindset, and strong communication. Proficiency with Word, PowerPoint, and Excel is preferred.
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
- Ability to communicate effectively with clients and team members
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