J.P. Morgan Advisors - Senior Client Associate

Location: Boca Raton, FL, United States

Job Family: Client Advisory

About the Role

At J.P. Morgan Advisors, we are seeking a dedicated Senior Client Associate to join our Boca Raton team, playing a pivotal role in supporting our Financial Advisors and delivering exceptional service to high-net-worth clients. As a key member of our Client Advisory group, you will act as the operational backbone for advisor-client relationships, ensuring seamless execution of wealth management strategies. This position is ideal for a seasoned professional passionate about the financial services industry, where you will leverage J.P. Morgan's global resources to help clients achieve their financial goals in a dynamic, supportive environment. Your day-to-day responsibilities will include managing client interactions, processing transactions, and preparing detailed financial documentation using J.P. Morgan's advanced proprietary systems. You will collaborate closely with Financial Advisors to coordinate meetings, resolve inquiries, and maintain compliance with industry regulations, all while fostering long-term client loyalty. In this senior role, you will also contribute to process enhancements and mentor junior team members, driving efficiency within our Boca Raton office, which serves a diverse clientele in South Florida's affluent market. J.P. Morgan Chase offers unparalleled opportunities for growth in a firm renowned for innovation in wealth management. We value integrity, excellence, and client-centric service, providing the tools and training needed to excel. If you thrive in a fast-paced setting and are committed to upholding the highest standards of financial advisory, join us to make a meaningful impact on clients' financial journeys.

Key Responsibilities

• Provide dedicated administrative and operational support to Financial Advisors, including scheduling client meetings and preparing agendas
• Assist clients with account inquiries, transaction processing, and portfolio updates using J.P. Morgan's secure platforms
• Coordinate the preparation of customized financial reports, investment proposals, and compliance documentation
• Serve as the primary point of contact for client communications, ensuring timely and professional responses
• Maintain accurate client records in CRM systems and ensure adherence to J.P. Morgan's data privacy standards
• Support business development efforts by organizing client events and following up on referrals
• Monitor and resolve operational issues related to account openings, transfers, and wire instructions
• Collaborate with internal teams to facilitate seamless client experiences across J.P. Morgan's wealth management services
• Ensure all activities comply with SEC, FINRA, and J.P. Morgan's internal policies and procedures
• Contribute to team goals by mentoring junior associates and participating in process improvement initiatives

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Minimum of 3-5 years of experience in client service roles within the financial services industry
• Series 7 and Series 66 licenses or equivalent (or willingness to obtain within 120 days of hire)
• Strong understanding of financial products, investment strategies, and regulatory compliance
• Proven track record of supporting high-net-worth clients in a wealth management environment
• Excellent organizational skills with the ability to manage multiple priorities in a fast-paced setting
• Proficiency in Microsoft Office Suite and financial software applications

Preferred Qualifications

• Experience working at a top-tier financial institution like J.P. Morgan Chase
• Advanced certifications such as CFP (Certified Financial Planner) or CFA Level I
• Background in client relationship management within private banking or advisory services
• Familiarity with J.P. Morgan's proprietary platforms and tools
• Bilingual proficiency, particularly in Spanish, to serve diverse client bases in South Florida

Required Skills

• Client relationship management
• Financial analysis and reporting
• Regulatory compliance knowledge (SEC/FINRA)
• CRM software proficiency (e.g., Salesforce)
• Attention to detail and accuracy
• Time management and prioritization
• Communication (verbal and written)
• Problem-solving and critical thinking
• Team collaboration and interpersonal skills
• Discretion and confidentiality handling
• Technical aptitude with financial tools
• Adaptability in dynamic environments
• Customer service orientation
• Organizational and multitasking abilities
• Analytical mindset for data interpretation

Benefits

• Competitive base salary with performance-based bonuses and incentives
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching contributions
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement and access to J.P. Morgan's learning academy
• Employee stock purchase plan and other financial wellness benefits
• Wellness programs with gym memberships, mental health support, and onsite fitness facilities
• Flexible work arrangements and commuter benefits for Boca Raton location

JP Morgan Chase is an equal opportunity employer.