J.P. Morgan Advisors - Client Service Administrator - La Jolla, CA
J.P. Morgan Advisors - Client Service Administrator - La Jolla, CA
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Job Description
Join our dynamic team as a pivotal support specialist where your organizational prowess and attention to detail will drive seamless operations and exceptional client experiences. In this role youll be the backbone of our administrative functions ensuring smooth scheduling efficient document processing and meticulous calendar management. Your proactive approach will safeguard against roadblocks keeping our team informed and agile.
As a Client Service Administrator within J.P. Morgan Advisors you will work closely with Client Associates Wealth Advisors management and Middle office to create a seamless and integrated client and advisor experience. You will provide dedicated administrative support to the advisor team ensuring smooth team operations and servicing. This role offers the opportunity to be a selfstarter act as an endtoend owner of tasks and work independently in a fastpaced environment. Your attention to detail will be crucial in ensuring all followups are completed in a timely manner. You will also have the chance to communicate effectively with team members while maintaining professionalism in difficult situations.
Job Responsibilities:
- Support team with administrative duties such as time and expense scheduling of client / internal meetings team calendar management sending mail
- Follow up on internal document processing (e.g. account opening money movement wires) to provide status updates to the team and guard against roadblocks
- Oversee the administrative elements of client events (e.g. invitations venue oversight agendas gift distribution etc.)
- Oversee client account maintenance needs (order new check books support clients with lost credit cards username locks etc.)
- Manage client gifting (e.g. purchase distribution tracking)
- Perform other daily administrative and operational duties that support the Wealth Advisor(s) and clients including ad hoc requests.
Required qualifications capabilities and skills:
- Bachelors degree or equivalent experience
- Proven ability to be a selfstarter act as an endtoend owner of tasks and work independently in a fastpaced environment
- Detail oriented to ensure all follow ups are completed in a timely manner
- Ability to communicate effectively with team members while maintaining professionalism in difficult situations
- Highly proficient user of Word PowerPoint and Excel
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such an employment offer for this position is contingent on JPMorganChases review of criminal conviction history including pretrial diversions or program entries.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
