J.P. Morgan Advisors - Senior Client Associate - New York, NY

Location: New York, NY, 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 New York team and play a pivotal role in supporting our Financial Advisors and their high-net-worth clients. In this position, you will serve as the primary point of contact for client service needs, ensuring efficient operations and exceptional experiences within our premier wealth management practice. As part of J.P. Morgan Chase & Co., a global leader in financial services, you will contribute to delivering personalized advisory solutions that help clients achieve their financial goals in a dynamic market environment. This role is ideal for a detail-oriented professional passionate about the financial services industry and committed to upholding our firm's standards of integrity and excellence. Your day-to-day responsibilities will include managing administrative tasks such as preparing client portfolios, processing transactions, and coordinating with various internal departments to streamline account management. You will leverage J.P. Morgan's advanced technology platforms to generate insightful reports and facilitate seamless client interactions, while also assisting in compliance and risk management to align with regulatory standards. By proactively addressing client inquiries and supporting business development initiatives, you will help strengthen relationships and drive growth for the advisory team in our New York office. We value professionals who thrive in a collaborative, high-performance culture and are eager to grow within one of the world's most respected financial institutions. As a Senior Client Associate, you will have opportunities for career advancement through J.P. Morgan's robust training programs and exposure to sophisticated wealth management strategies. If you are ready to make an impact in a role that combines client focus with operational expertise, join us in empowering clients to navigate their financial futures with confidence.

Key Responsibilities

• Provide dedicated administrative and operational support to Financial Advisors, including scheduling client meetings and managing calendars
• Assist clients with account inquiries, transaction processing, and account maintenance to ensure seamless service delivery
• Prepare client reports, financial summaries, and presentation materials using J.P. Morgan tools
• Coordinate with internal teams to facilitate account openings, transfers, and compliance documentation
• Monitor client portfolios for updates and ensure timely communication of market insights from Advisors
• Handle client onboarding processes, including KYC/AML verifications and paperwork
• Support business development efforts by organizing events and managing CRM data
• Ensure adherence to regulatory requirements and J.P. Morgan's risk management policies
• Resolve client issues promptly, escalating complex matters to senior Advisors as needed
• Contribute to team efficiency by maintaining accurate records and optimizing workflows

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Minimum of 3-5 years of experience in client service or financial services support roles
• Series 7 and Series 66 licenses or equivalent (or willingness to obtain within 120 days of hire)
• Strong understanding of financial products and investment principles
• Proficiency in Microsoft Office Suite and financial software applications
• Excellent organizational skills with the ability to manage multiple priorities
• Clean background check and compliance with FINRA regulations

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 proficiency in English and Spanish or another language spoken in New York
• Prior experience supporting high-net-worth clients

Required Skills

• Client relationship management
• Financial analysis and reporting
• Regulatory compliance knowledge (FINRA, SEC)
• Proficiency in CRM systems like Salesforce
• Attention to detail and accuracy
• Strong communication (verbal and written)
• Time management and prioritization
• Problem-solving and critical thinking
• Team collaboration and interpersonal skills
• Adaptability to fast-paced environments
• Data entry and record-keeping
• Basic investment product knowledge (stocks, bonds, mutual funds)
• Microsoft Excel advanced functions
• Discretion with confidential information
• Multitasking under pressure

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 certification support
• Employee stock purchase plan and access to J.P. Morgan's wealth management resources
• Wellness programs with gym memberships and mental health support
• Flexible work arrangements and commuter benefits for New York employees

JP Morgan Chase is an equal opportunity employer.