J.P. Morgan Advisors Senior Client Associate Morristown, NJ

J.P. Morgan Advisors the ultra-high net worth division of J.P. Morgan Wealth Management offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to customize solutions tailored to clients specific needs.

As a Client Associate in J.P. Morgan Advisors you willprovide dedicated business support to Financial Advisors and their clients. You will establish maintain and build relationships while delivering exceptional client this role you will haveextensive client contact and will be involved in all activities that touch prospective or existing clients.

Job responsibilities:

• Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information obtain account documents and financials and provide investment quotes to clients while complying with regulatory and firm policies and procedures
• Interface directly with clients and Financial Advisors to make investment recommendations propose firm offerings and execute equity trades mutual fund orders fixed income trades and private investments
• Provide support across a diverse suite of products and applications including but not limited to: Advisor Services Wealth Planning & Advice Goal Based planning liabilities planning banking & lending solutions mortgages and digital offerings through JP Morgan Online and mobile suite
• Perform daily administrative and operational duties that support the Financial Advisor(s) and clients including direct communication with clients regarding money transfers account maintenance portfolio review preparation and ad hoc requests and attending client meetings
• Serve as a liaison between the Financial Advisor teambranch management compliance and various other business units throughout the firm
• Proactively supports firm and regional initiatives and remediations and actively participate in recurring local national and technology team meetings

Required qualifications capabilities and skills:

• Bachelors 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

Preferred qualifications capabilities and skills:

• Able to adapt and stay abreast of changing technology and regulatory policies
• Highly proficient user of Word PowerPoint and Excel