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What is it like to work at J.P. Morgan?

J.P. Morgan is a global financial institution that values a culture of collaboration, innovation, and integrity, with a strong emphasis on teamwork and professional development. The company operates a diverse range of teams, including investment banking, asset management, and markets and securities, with a global presence and a dynamic work environment that fosters creativity and growth. Working at J.P. Morgan can offer opportunities for career advancement, professional growth, and the chance to contribute to the company's mission of helping clients navigate the complexities of the financial world.

What makes J.P. Morgan an attractive place to work?

J.P. Morgan is a leading global financial services firm with a long history of innovation and a commitment to helping clients navigate the complexities of the financial markets. The company offers a dynamic and collaborative work environment that fosters creativity, teamwork, and professional growth, with opportunities to work on high-profile projects and develop expertise in a wide range of areas. By joining J.P. Morgan, individuals can contribute to the company's mission of making a positive impact on the world and enjoy opportunities for career advancement and personal development in a stable and secure organization.

What other companies are hiring for Client Associate jobs?

J.P. Morgan Advisors - Senior Client Associate

Chase

West Harrison, NY • On-site

Other

This job post has expired 1 day ago. Applications are no longer accepted.

Chase Bank rating

8.1

Company rating: 8.1 out of 10

Based on 156 frontline employees who took The Breakroom Quiz

65th of 174 rated banks

Job description

Client Associate

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 will provide dedicated business support to Financial Advisors and their clients. You will establish, maintain, and build relationships while delivering exceptional client service. In this role you will have extensive 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 team, branch 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:

  • 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

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

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