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JPMorgan Chase Senior Client Associate, White Plains, NY (J.P. Morgan Advisors) in West Harrison, New York

JPMorgan Chase & Co . is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset& Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking .

The J.P.Morgan Wealth Management business is focused on helping investors achieve their long-term financial goals and comprised of the Chase Wealth Management business, J.P. Morgan Advisors and You Invest - our digital investing platform. The combined business has $400 billion in Assets under Management and 4,000 advisors who work out of 3,500 branches and 21 offices.

Our Business:

J.P. Morgan Advisors: At J.P. Morgan Advisors (JPMA), we have been helping high net worth individuals and families build and manage their wealth for more than 50 years. Led by an exclusive group of Wealth Advisors throughout the United States, JPMA offers clients a broad suite of transactional, wealth management and investment advisory services. Our Wealth Advisors are among the most experienced and creative in the industry. We excel at leveraging the vast resources of one of the world's leading global financial institutions on behalf of our clients.

Responsibilities:

The Client Associate is often the first line of defense for client inquiries and works with the Wealth Advisors, management and Middle office to create a seamless and integrated client experience. The Client Associate provides dedicated business support to a Wealth Advisor(s) and their clients. This role is responsible for establishing, maintaining and building relationships while delivering exceptional client service. Position involves extensive client contact, individual will be involved in all activities that touch prospective or existing clients.

  • Provides support across a diverse suite of products; includes mastering product-specific applications, building relationships with trading desks, ensuring completion of necessary trade documentation and timely execution reporting to clients.

  • Serve as a liaison between the sales team, branch management, compliance and various other business units throughout the firm.

  • Manage account opening process for new and existing clients. Includes collection of account-specific information, recording information via electronic account-opening system, retrieving relevant executed documentation from clients and compliance with regulatory procedures.

  • Review client account activity on a daily basis to ensure overall accuracy, proper settlement of transactions and reconciliation of sales credits and fees.

  • Perform account maintenance including money transfer requests, address changes, etc.

  • Complete ad hoc, client-related projects as needed.

Qualifications:

  • Bachelor's degree or equivalent experience required

  • 2-4 years of financial services experience preferred

  • Series 7 & 66 licenses strongly preferred - must successfully obtain within 180 days from start

  • Proven ability to be a self-starter and work independently in a high-pressure environment

  • Works well in a fast-paced environment and has the ability to proactively recognize and anticipate client needs

  • Demonstrate proactive follow-up and follow through on a task from start to finish

  • Ability to communicate effectively with clients and maintain professionalism in difficult situations

  • Will need to be adaptable and comfortable with change (will need to keep up with changes in technology and regulations)

  • Highly proficient user of Word, PowerPoint and Excel

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 create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. These requirements may include sharing information in the firm's vaccine record tool, vaccination or regular testing, mask wearing, social distancing and daily health checks. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests.

Equal Opportunity Employer/Disability/Veterans

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