Senior Client and Investment Associate

J.P. Morgan Advisors,the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. We develop customized solutions for our most complex and ultra high net worth clients.

As a Senior Client & Investment Associate at J.P. Morgan Advisors, you will work closely with a high producing, award winning Wealth Partner in proposing, delivering, and executing solutions for clients; as well as in identifying new business opportunities. In this role you will be involved in all activities that touch prospective or existing clients. Importantly, you will provide dedicated business support and client service while establishing, maintaining, and building relationships. In this role you will have extensive client contact and will be involved in all activities that touch prospective and existing clients.

Client Associate 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 prepare investment proposals for clients while complying with regulatory and firm policies and procedures
• Interface directly with clients and the Wealth Partner 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 and advice, goals 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 Wealth Partner and clients, including direct communication with clients regarding money transfers, account maintenance, portfolio review preparation and ad hoc requests
• Serve as a liaison between the Wealth Partner, 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

Investment Associate Responsibilities:

• Advise on portfolio construction including overall asset allocation, tactical shifts and security selection and perform client portfolio reviews on a regular basis in conjunction with or by direction of the Wealth Partner
• Market and implement complex investment solutions in accordance with High-Net-Worth clients’ investment objectives
• Identify and develop new business opportunities from existing client base
• Attend product rollouts, ideas calls and research meetings to stay current on all JP Morgan Wealth Management products and services
• Develop marketing strategy and build presentations on behalf of Wealth Partner

Required qualifications, capabilities, and skills:

• Bachelor’s degree or equivalent experience
• Series 7 & 66 licenses
• 5-10 years’ experience in wealth management
• Operational excellence and meticulous attention to detail and accuracy in all aspects of the role is a must
• Proven ability to be a self-starter, act as an end-to-end owner of tasks and work independently in a fast-paced environment
• Ability to identify and deliver appropriate solutions that address the needs of our clients
• Ability to communicate effectively, verbally and in writing, with clients and team members while maintaining professionalism in difficult situations
• Ability to adapt and stay abreast of changing technology and regulatory policies, including application of AI
• Highly proficient user of Excel, PowerPoint and Word