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About the Role
As a Client Service Administrator within J.P. Morgan Advisors, you will work closely with Client Associates, Wealth Advisors, management, and Middle office to create a seamless and integrated client and advisor experience. You will provide dedicated administrative support to the advisor team, ensuring smooth team operations and servicing. This role offers the opportunity to be a self-starter, act as an end-to-end owner of tasks, and work independently in a fast-paced environment. Your attention to detail will be crucial in ensuring all follow-ups are completed in a timely manner. You will also have the chance to communicate effectively with team members while maintaining professionalism in difficult situations.
Responsibilities
- Support team with administrative duties such as time and expense, scheduling of client / internal meetings, team calendar management, sending mail
- Follow up on internal document processing (e.g., account opening, money movement, wires) to provide status updates to the team and guard against roadblocks
- Oversee the administrative elements of client events (e.g., invitations, venue oversight, agendas, gift distribution, etc.)
- Oversee client account maintenance needs (order new check books, support clients with lost credit cards, username locks, etc.)
- Manage client gifting (e.g., purchase, distribution, tracking)
- Perform other daily administrative and operational duties that support the Wealth Advisor(s) and clients including ad hoc requests.
Requirements
- Bachelor's degree or equivalent experience
- Proven ability to be a self-starter, act as an end-to-end owner of tasks and work independently in a fast-paced environment
- Detail oriented to ensure all follow ups are completed in a timely manner
- Ability to communicate effectively with team members while maintaining professionalism in difficult situations
- Highly proficient user of Word, PowerPoint and Excel
- This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.
Skills
- Word
- PowerPoint
- Excel
Education Level
- Bachelor's degree or equivalent experience
Benefits
- Comprehensive health care coverage
- On-site health and wellness centers
- A retirement savings plan
- Backup childcare
- Tuition reimbursement
- Mental health support
- Financial coaching
About the Company
- JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands.
- Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
- J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions.
- Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals.
- Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Equal Opportunity
- 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.
- We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs.
- JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans