J.P. Morgan Advisors - Senior Client Associate - Palo Alto
On-site · Palo Alto, California, United States
Job Summary
Senior Client Associate at JPMorgan Advisors supporting Financial Advisors with onboarding and account maintenance, client communications, and investment execution. Responsibilities include collecting account information and documents, providing investment quotes, executing equity, mutual fund, fixed income, and private investments orders, supporting advisory services and planning tools, handling money transfers and portfolio reviews, and coordinating with branch management, compliance, and other business units. Requires collaboration to deliver personalized wealth-management solutions, strong client service, regulatory awareness, and proficiency with banking, lending, planning, and digital offerings.
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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