J.P. Morgan Advisors - Senior Client Associate - Houston, Tx

Location: Houston, TX, 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 Houston, TX team and play a pivotal role in supporting our Financial Advisors and their high-net-worth clients. As a key member of the Client Advisory group, you will provide essential operational and administrative support, ensuring seamless client experiences in a dynamic wealth management environment. This position offers the opportunity to contribute to J.P. Morgan's renowned private banking and investment advisory services, leveraging our global resources to deliver personalized financial solutions. The role is ideal for a professional passionate about the financial services industry, with a focus on excellence in client service and operational efficiency. In this senior capacity, you will handle a wide range of responsibilities, from managing client accounts and processing transactions to preparing detailed investment reports and coordinating with internal stakeholders. You will act as the primary point of contact for client inquiries, resolving issues promptly while adhering to J.P. Morgan's stringent compliance standards. Collaborating closely with Financial Advisors, you will support portfolio reviews, business development initiatives, and the implementation of tailored wealth strategies, all while utilizing cutting-edge technology platforms unique to J.P. Morgan. Your contributions will directly impact client satisfaction and advisor productivity in one of the nation's key financial hubs. J.P. Morgan Chase & Co. is committed to fostering an inclusive workplace where diverse perspectives drive innovation. We offer robust professional growth opportunities, competitive compensation, and a comprehensive benefits package to support your career and well-being. If you thrive in a fast-paced setting and are eager to advance your career in wealth management, apply today to become part of our esteemed team in Houston.

Key Responsibilities

• Provide dedicated administrative and operational support to Financial Advisors, including client onboarding, account maintenance, and transaction processing
• Assist clients with inquiries related to investment portfolios, account access, and financial planning needs
• Prepare and review client reports, statements, and performance analyses using J.P. Morgan's advanced tools
• Coordinate with internal teams to ensure seamless execution of client requests, such as fund transfers and asset allocations
• Maintain accurate records in compliance with J.P. Morgan's policies and regulatory standards
• Support business development efforts by scheduling client meetings, preparing materials, and following up on opportunities
• Monitor and resolve operational issues, escalating complex matters to senior advisors or compliance teams
• Contribute to a positive client experience by delivering exceptional service and building long-term relationships
• Stay updated on market trends, J.P. Morgan products, and industry regulations to provide informed support
• Collaborate with cross-functional teams to enhance client advisory services and operational efficiency

Required Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field
• Minimum of 3-5 years of experience in financial services, client support, or wealth management roles
• Series 7 and Series 66 licenses or ability to obtain within 120 days of hire
• Strong understanding of financial products, investment strategies, and regulatory requirements
• Proficiency in Microsoft Office Suite and financial software applications
• Excellent organizational skills with the ability to manage multiple priorities in a fast-paced environment
• Clean background check and compliance with FINRA and SEC regulations

Preferred Qualifications

• Experience working in a high-net-worth client advisory environment at a major financial institution
• Advanced certifications such as CFP (Certified Financial Planner) or CFA Level I
• Familiarity with J.P. Morgan's proprietary wealth management platforms and tools
• Bilingual proficiency in English and Spanish, given the diverse client base in Houston
• Prior supervisory or team lead experience in client services

Required Skills

• Client relationship management
• Financial analysis and reporting
• Regulatory compliance (FINRA, SEC)
• Proficiency in CRM systems like Salesforce
• Investment product knowledge (mutual funds, ETFs, alternatives)
• Attention to detail and accuracy
• Time management and prioritization
• Communication (verbal and written)
• Problem-solving and critical thinking
• Team collaboration and interpersonal skills
• Data entry and record-keeping
• Microsoft Excel advanced functions
• Risk assessment and mitigation
• Adaptability to changing market conditions
• Discretion with confidential client information

Benefits

• Comprehensive health, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with generous company matching up to 6% of eligible compensation
• Annual performance-based bonuses and incentive compensation tied to team and individual goals
• 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 investment opportunities within J.P. Morgan
• Wellness programs with gym memberships, mental health support, and financial wellness resources
• Relocation assistance for eligible positions and flexible work arrangements where applicable

JP Morgan Chase is an equal opportunity employer.