J.P. Morgan Advisors Senior Client Associate Houston, Tx

Description

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 :

Preferred qualifications capabilities and skills :

Required Experience :

Senior IC

Key Skills

Abinitio,Business Analysis,Logistics & Procurement,Client Services,Business Analytics

Employment Type : Full-Time

Experience : years

Vacancy : 1