JPMorgan JP Morgan Advisors - Senior Client Associate Garden City NY 

United States, New York 

861022215

As a Client Associate in J.P. Morgan Advisors, you will provide dedicated business support to a Financial Advisor(s) and their clients. You will establish, maintain, and build relationships while delivering exceptional client service. In this position you will have extensive client contact; you 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. Inclusive of collecting account-specific information, obtaining account document from clients and complying with regulatory policies and procedures
• Perform daily administrative and operational duties that support the Financial Advisor(s) and clients; including money transfers, client account maintenance, and ad hoc requests
• Support firm and regional initiatives and remediation's, and participate in recurring local, national and technology team meetings
• Support team with administrative duties such as travel and expense, scheduling of client and internal meetings, team calendar management, and 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 client account maintenance needs such as ordering new check books, providing support for banking offerings, and supporting clients with online access
• Operate in a floater capacity and/or not support dedicated coverage but act as a resource for branch.

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 hire
• 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
• Less than one year of transferrable Wealth Management experience

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