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JPMorgan JP Morgan Advisors - Client Service Administrator Houston TX 
United States, Texas, Houston 
74780961

21.08.2025

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:

  • Bachelor's degree or equivalent experience
  • Proven ability to be a self-starter, act as an end-to-end owner of tasks and work independently in a fast-paced 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