J.P. Morgan Advisors - Senior Client Associate - Santa Barbara, CA
On-site · Santa Barbara, California, United States
Job Summary
Client Associate within the JPMorgan Advisors team delivering wealth management support to ultra-high net worth clients. Own client onboarding and account maintenance, interact with clients to collect information, obtain documents, provide investment quotes, and execute equity trades, mutual funds, fixed income trades, and private investments. Interface with Financial Advisors to propose offerings and support a broad suite of products and applications (Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages, JP Morgan Online and mobile). Perform daily administrative duties, coordinate with Compliance and branch management, and participate in local and technology team meetings. Requires ability to work in a fast-paced environment, self-starter mindset, and strong client-service skills. Proficiency with Word, PowerPoint, and Excel; Series 7 & 66 licenses within 180 days. Federal Deposit Insurance Act compliance applicable.
Required Qualifications
- Bachelor's degree or equivalent experience
- Series 7 & 66 licenses upon hire or within 180 days from start date
- Proven ability to be a self-starter and work independently
- Ability to communicate effectively with clients and team members
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