Job summary
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 can establish, maintain, and build relationships while delivering exceptional client service.
Job seniority: associate level
Responsibilities
• Owns 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• Interfaces directly with clients and Financial Advisor(s) to make investment recommendations, propose firm offerings and execute equity trades, mutual fund orders, fixed income trades and private investments• 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• Performs 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• Serves as a liaison between the Financial Advisor team, branch 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
Requirements
• 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
Key Skills Needed
• Strong communication skills• Ability to work independently• Problem-solving skills• Proficient in Word, PowerPoint, and Excel
Benefits
• Comprehensive health care coverage• On-site health and wellness centers• Retirement savings plan• Backup childcare• Tuition reimbursement• Mental health support• Financial coaching and more
