Overview
Join J.P. Morgan Advisors as a Senior Client Associate based in Atlanta, GA, supporting ultra-high net worth clients with exceptional wealth management services. You will work closely with Financial Advisors to provide personalized solutions and cultivate lasting relationships. This role offers clear opportunities for career growth and mobility within a globally respected financial firm, backed by the resources of JPMorgan Wealth Management. You will help shape the client service experience by delivering high quality support and innovative financial solutions. Location: Atlanta, GA 30326.
Responsibilities
- Own the client onboarding and account maintenance process for new and existing clients by collecting account-specific information, obtaining 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, present 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 and Advice, Goal Based Planning, liabilities planning, banking and lending solutions, mortgages, and digital offerings through JP Morgan Online and the mobile suite.
- Perform daily administrative and operational duties that support Financial Advisors and clients, including direct communication about money transfers, account maintenance, portfolio review preparation, ad hoc requests, and attendance at client meetings.
- Serve as a liaison between the Financial Advisor team, branch management, compliance, and other business units throughout the firm.
- Proactively support firm and regional initiatives and remediations, and participate in recurring local, national, and technology team meetings.
Required qualifications, capabilities, and skills
- Bachelor's degree or equivalent experience
- Series 7 and 66 licenses upon hire or must successfully obtain within 180 days from the start date
- Proven ability to be a self-starter, serve as an end-to-end owner of tasks, and work independently in a fast-paced environment
- Proactively identify and deliver solutions that address client needs
- Effective communication with clients and team members while maintaining professionalism in challenging situations
Preferred qualifications, capabilities, and skills
- Ability to adapt and stay current with evolving technology and regulatory policies
- Strong proficiency with Word, PowerPoint, and Excel
About Us
Chase is a leading financial services firm helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to build engaged, lifelong relationships and place customers at the center of everything we do. We also assist small businesses, nonprofits, and cities to grow by delivering comprehensive financial solutions. We offer a competitive total rewards package that includes a base salary determined by the role, experience, skill set, and location. Eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in cash and/or forfeitable equity, based on individual performance. Benefits cover comprehensive health care, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and more. Details about total compensation and benefits are provided during the hiring process. We value our people and the diverse talents they bring to our global workforce, which are central to our success. We are an equal opportunity employer and oppose discrimination based on protected attributes. We also provide reasonable accommodations for religious practices and beliefs as well as mental health or physical disability needs. For information about requesting an accommodation, please refer to our FAQs.
Equal Opportunity Employer
We are committed to diversity and inclusion. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy, disability, or any other status protected by law. We offer reasonable accommodations for applicants and employees with religious practices or disability needs. For details, see our FAQs on accommodations.
About the team
Our Consumer and Community Banking division serves Chase customers with a wide range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing. We are proud to lead the United States in credit card sales and deposit growth, and to offer highly utilized digital solutions while maintaining top-tier customer satisfaction.