J.P. Morgan Advisors - Senior Client Associate - Philadelphia, PA
On-site · Philadelphia, Pennsylvania, United States
Job Summary
Client Associate in J.P. Morgan Advisors provides dedicated business support to Financial Advisors and their clients. You will establish, maintain, and build relationships while delivering exceptional client service. Responsibilities include owning client onboarding and account maintenance, interacting with clients to collect documents and provide investment quotes, interfacing with clients and Financial Advisors to make investment recommendations and execute trades across equities, mutual funds, fixed income, and private investments, supporting a diverse suite of products and applications, handling daily administrative and operational duties, and liaising between the Financial Advisor team, branch management, compliance and other business units while participating in regional initiatives and meetings. Preferred qualifications include adaptability to technology/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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