JPMorgan 55ip Advisor Services - Associate 

United States, Massachusetts, Boston 

860297098

Position available in Boston, MA

Job Summary:

Job Resonsibilities:

• Answers client requests and questions via e-mail and live phone call
• Communicate operational notifications to clients via email
• Facilitate reporting for trading operations team
• Partner with Advisor Success Managers on client servicing, providing operational expertise to an SME level
• Assisting with onboarding of newly signed clients, overseeing the integration of client account information with 55ip Platforms
• Provide client feedback to product and technology teams
• Work with Product and Marketing teams to create client facing collateral for existing clients and prospects

Required Skills, qualifications and attributes:

• Experience working with Custodians (Fidelity, Schwab, Pershing, Raymond James)
• Experience answering investment and investment account management questions
• Experience working with Investment Advisors
• Familiarity with Salesforce and Service Cloud
• Superior verbal and written communication skills
• Minimum 5 years of experience
• Advanced skills in Excel & PowerPoint
• Python experience is a plus