Senior Client Associate - Greenwich, CT

As a Client Associate within J.P. Morgan Advisors, you will be tasked with providing dedicated business support to Financial Advisors and their clients. Your role will encompass the establishment, maintenance, and enhancement of relationships, all while delivering exceptional client service. You will engage frequently with clients and partake in activities involving prospective or existing clients. Your duties will include managing the client onboarding and account maintenance processes, gathering account-specific information, obtaining account documents and financials, and providing investment quotes in compliance with regulatory and firm policies. You will collaborate directly with clients and Financial Advisors to make investment recommendations, propose firm offerings, and execute trades and private investments. Furthermore, you will 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. Your daily administrative and operational duties will 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. As a liaison between the Financial Advisor team, branch management, compliance, and various other business units throughout the firm, you will proactively support firm and regional initiatives and remediations, and actively participate in recurring local, national, and technology team meetings. 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 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

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