J.P. Morgan
J.P. Morgan Advisors - Senior Client Associate, Los Angeles, CA (Century City)
This job is now closed
Job Description
- Req#: 210451433
- 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
- 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
- Able to adapt and stay abreast of changing technology and regulatory policies
- Highly proficient user of Word, PowerPoint and Excel
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:
Required qualifications, capabilities, and skills:
Preferred qualifications, capabilities, and skills:
About the company
J.P. Morgan is a leader in financial services, offering solutions to clients in more than 100 countries with one of the most comprehensive global product platforms available. We have been helping our clients to do business and manage their wealth for more than 200 years. Our business has been built upon our core principle of putting our clients' interests first.
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