Job Summary
The role involves delivering operational, administrative, and marketing assistance to Private Client Advisors in managing their client portfolios. This position plays a vital role in ensuring smooth client interactions, adherence to compliance standards, and effective account management.
Responsibilities
- Facilitate client account requests and ensure timely processing.
- Maintain and enhance relationships with clients to support advisors.
- Ensure compliance with risk management protocols and internal procedures.
- Provide administrative and operational support as needed.
Qualifications
- Candidates must possess, or be eligible to obtain, Series 7 and Series 66 licenses within 60 days of hire.
- Ability to acquire a Life and Health Insurance license within the same timeframe.
- Demonstrated strong organizational skills for managing client communications and operational filing systems.
- Excellent interpersonal skills to engage effectively with clients and colleagues.
JPMorgan Chase & Co. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
