J.P. Morgan Advisors - Senior Client Associate, San Francisco, CA

Job Description

Required Skills

Responsibilities

• Own the client onboarding and account maintenance for new and existing clients.
• Interface directly with clients and Financial Advisors to make investment recommendations.
• Provide support across a suite of financial products and applications.
• Perform daily administrative and operational duties supporting Financial Advisors and clients.
• Serve as a liaison between the Financial Advisor team, branch management, compliance, and other business units.
• Proactively support firm and regional initiatives and participate in meetings.