JPMorganChase
J.P. Morgan Advisors - Senior Client Associate - Palo Alto
JPMorganChase, Palo Alto, California, United States, 94306
J.P. Morgan Advisors - Senior Client Associate - Palo Alto
Base pay range
$70,300.00/yr - $99,900.00/yr
Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra‑high net worth clients. Join our dynamic and growing team and take advantage of a unique opportunity to work closely with Financial Advisors, providing personalized solutions and building lasting relationships. With a commitment to career growth and mobility, you'll have the chance to develop your skills in a fast‑paced environment, supported by the global resources of one of the world's most respected financial firms. Embrace the challenge of shaping the future of client service and make your mark by delivering high‑quality support and innovative financial solutions.
Job Responsibilities
Own the client onboarding and account maintenance for new and existing clients, collecting account‑specific information, obtaining account documents and financials, and providing investment quotes 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 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 Advisors 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 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.
Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from start date.
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.
Federal Deposit Insurance Act This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.
Equal Opportunity Statement We are an equal‑opportunity employer and place a high value on diversity and inclusion within 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. We also provide reasonable accommodations for applicants’ and employees’ religious practices, mental health, and physical disability needs.
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$70,300.00/yr - $99,900.00/yr
Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra‑high net worth clients. Join our dynamic and growing team and take advantage of a unique opportunity to work closely with Financial Advisors, providing personalized solutions and building lasting relationships. With a commitment to career growth and mobility, you'll have the chance to develop your skills in a fast‑paced environment, supported by the global resources of one of the world's most respected financial firms. Embrace the challenge of shaping the future of client service and make your mark by delivering high‑quality support and innovative financial solutions.
Job Responsibilities
Own the client onboarding and account maintenance for new and existing clients, collecting account‑specific information, obtaining account documents and financials, and providing investment quotes 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 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 Advisors 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 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.
Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from start date.
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.
Federal Deposit Insurance Act This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.
Equal Opportunity Statement We are an equal‑opportunity employer and place a high value on diversity and inclusion within 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. We also provide reasonable accommodations for applicants’ and employees’ religious practices, mental health, and physical disability needs.
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