J.P. Morgan Advisors -Senior Client Associate - Palm Beach Gardens, FL
On-site · Palm Beach Gardens, Florida, United States
Palm Beach Gardens, Florida, United StatesOn-siteFull TimeSenior LevelBachelors DegreeInvestment BankingEnterprise
Type
Full Time
Level
Senior Level
Education
Bachelors Degree
Company size
Enterprise
Industry
Investment Banking
Job Summary
Senior Client Associate at J.P. Morgan Advisors in Palm Beach Gardens, FL, delivering onboarding and account maintenance for clients, interacting with clients and Financial Advisors to provide personalized wealth management support, executing equity trades, mutual fund orders, and fixed income trades, and supporting a range of advisor services and digital offerings while liaising with branch management and compliance to uphold regulatory and firm policies.
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
- Ability to communicate effectively with clients and team members while maintaining professionalism in difficult situations
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.