J.P. Morgan Advisors - Senior Client Associate, New York, NY Job at JPMorgan Chase Bank, N.A.

JPMorgan Chase Bank, N.A. New York, NY

The Client Associate is often the first line of defense for client inquiries and works with Financial Advisors, management and middle office to create a seamless and integrated client experience. The Client Associate provides dedicated business support to a Financial Advisor(s) and their clients. The ideal candidate is able to establish, maintain and build relationships while delivering exceptional client service. Position involves extensive client contact; individual 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
  • Provides 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 money transfers, client account maintenance and ad hoc requests
  • Execute equity trades, mutual fund orders, fixed income trades and private investments on behalf of clients and Financial Advisor(s)
  • Serve as a liaison between the sales team, branch management, compliance and various other business units throughout the firm
  • Proactively support 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 required
  • Series 7 & 66 licenses strongly preferred - must successfully obtain within 180 days from start
  • 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

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

Equal Opportunity Employer/Disability/Veterans

Base Pay/Salary
New York,NY $66,500.00 - $90,000.00




Please Note :
ajayjain.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, ajayjain.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, Site.com is the ideal place to find your next job.