J.P. Morgan Advisors - Senior Client Associate - Morristown, NJ

Location: Morristown, NJ, 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 team in Morristown, NJ, and play a pivotal role in supporting our Financial Advisors and their high-net-worth clients. As a key member of the client advisory team, you will provide essential operational and administrative support, ensuring seamless delivery of personalized wealth management services. This position offers the opportunity to work in a dynamic environment at one of the world's leading financial institutions, where your contributions directly impact client satisfaction and long-term relationships. With a focus on the affluent market in the Morristown area, you will help execute strategies that align with J.P. Morgan's commitment to excellence in financial advisory services. In this role, your primary responsibilities will include assisting Financial Advisors with client portfolio management, processing transactions, and preparing detailed reports using J.P. Morgan's advanced proprietary platforms. You will serve as the first point of contact for client inquiries, resolving issues efficiently while upholding the highest standards of compliance and confidentiality. Collaboration is at the heart of our team-oriented culture; you will work closely with advisors, operations specialists, and compliance teams to facilitate smooth account onboarding, monitor investment activities, and support business growth initiatives. This position demands a proactive approach to identifying client needs and contributing to the overall success of advisory engagements. J.P. Morgan Chase & Co. values professional growth and offers robust development programs to help you advance your career in financial services. As a Senior Client Associate, you will benefit from mentorship, training on cutting-edge financial tools, and exposure to diverse client scenarios that build your expertise in wealth management. If you are passionate about delivering exceptional client experiences and thrive in a supportive, innovative atmosphere, this role provides a rewarding path to contribute to J.P. Morgan's legacy of trust and integrity in the industry.

Key Responsibilities

• Provide dedicated administrative and operational support to Financial Advisors in managing client portfolios
• Assist clients with account inquiries, transaction processing, and account maintenance
• Prepare and review client reports, statements, and investment summaries using J.P. Morgan tools
• Coordinate client meetings, including scheduling, preparation of agendas, and follow-up actions
• Ensure compliance with FINRA, SEC, and internal J.P. Morgan policies in all client interactions
• Facilitate the onboarding of new clients, including documentation and KYC processes
• Monitor and resolve operational issues related to client accounts and trades
• Collaborate with cross-functional teams to deliver seamless client experiences
• Maintain accurate client records in CRM systems and support data integrity
• Contribute to business development efforts by identifying client needs and opportunities

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Minimum of 3 years of experience in financial services, client support, or advisory roles
• Series 7 and Series 66 licenses (or equivalent FINRA registrations)
• Strong understanding of financial products, investment strategies, and regulatory compliance
• Proficiency in Microsoft Office Suite and financial software applications
• Excellent organizational and time management skills with attention to detail
• Ability to maintain confidentiality and handle sensitive client information

Preferred Qualifications

• Experience working in a wealth management or advisory firm
• Familiarity with J.P. Morgan's proprietary systems and platforms
• Advanced certifications such as CFP or CFA
• Bilingual skills, particularly in Spanish or other languages relevant to the Morristown client base
• Prior experience supporting high-net-worth clients in a team environment

Required Skills

• Client relationship management
• Financial analysis and reporting
• Regulatory compliance knowledge (FINRA/SEC)
• Proficiency in CRM software (e.g., Salesforce)
• Microsoft Excel and PowerPoint expertise
• Attention to detail and accuracy
• Strong communication (verbal and written)
• Problem-solving and critical thinking
• Time management and multitasking
• Team collaboration and interpersonal skills
• Discretion with confidential information
• Adaptability to fast-paced environments
• Basic investment product knowledge
• Customer service orientation
• Organizational planning

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 opportunities, including tuition reimbursement and certification support
• Employee stock purchase plan and access to J.P. Morgan's wealth management resources
• Wellness programs, including gym memberships and mental health support
• Flexible work arrangements and hybrid options where applicable

JP Morgan Chase is an equal opportunity employer.