Email Alert for
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.
JPMorgan Chase & Co.
San Francisco, CA, United States
IMPORTANT NOTICE: PLEASE READ CAREFULLY BEFORE USING THIS WEBSITE Learn more Are You Still With Us? It seems you've been gone for a while. For security reasons we will end your session automatically in 03:00 unless you would like to continue working. Work Summary This summary is generated by AI Assist. Click inside the summary text box to ma
Job Source: JPMorgan Chase & Co.JPMorgan Chase & Co.
San Francisco, CA, United States
JobID: 210517662 Category: Product Development JobSchedule: Full time Posted Date: 2024-06-03T15:10:38+00:00 JobShift: Base Pay/Salary: San Francisco,CA $109,250.00-$175,000.00; Los Angeles,CA $99,750.00-$158,000.00 The role works collaboratively with Field Leadership, Managed Solutions and Product/Asset Class Specialist teams to implement th
Job Source: JPMorgan Chase & Co.FERRAGAMO USA INC
San Francisco, CA, United States
Job Description Job Description OUR HERITAGE AND PASSION TO EMPOWER YOUR TALENT AND CREATIVITY Salvatore Ferragamo S.p.A. is the parent Company of the Salvatore Ferragamo Group, one of the world's leaders in the luxury industry and whose origins date back to 1927. Under the creative direction of Maximilian Davis, FERRAGAMO is re-envis
Job Source: FERRAGAMO USA INCDolce & Gabbana S.r.l.
San Francisco, CA, United States
Dolce & Gabbana, a leader in the world of luxury fashion, presents an exceptional career opportunity in San Francisco. We are seeking an exceptional Senior Client Advisor with an established client portfolio and 3-5 years of previous Luxury Retail experience working for a luxury brand. Position Overview Senior Client Advisors (SCA) are the top se
Job Source: Dolce & Gabbana S.r.l.FERRAGAMO USA, Inc.
San Francisco, CA, United States
OUR HERITAGE AND PASSION TO EMPOWER YOUR TALENT AND CREATIVITY Salvatore Ferragamo S.p.A. is the parent Company of the Salvatore Ferragamo Group, one of the world's leaders in the luxury industry and whose origins date back to 1927. Under the creative direction of Maximilian Davis, FERRAGAMO is re-envisioning it’s Italian house by providing a bol
Job Source: FERRAGAMO USA, Inc.Moncler spa
San Francisco, CA, United States
Create an exceptional client experience by way of advising clients in making purchases that satisfy their needs, desires and personal style. Create the ultimate client experience that will cultivate client relationships that are maintained, while achieving/exceeding individual and store goals. RESPONSIBILITIES: Engage with clients in accordance wit
Job Source: Moncler spaLVMH
San Francisco, CA, United States
Poste Overview: Tiffany & Co... the name instills images of Beauty, Romance and the iconic Blue Box. It is a Symbol of Excellence. For 175 years, Tiffany has created a legacy of exquisite designs and romantic ideals. Tiffany & Co.'s rich heritage of celebrated artists, historic milestones and magnificent jewelry creates the foundation from which
Job Source: LVMHLVMH
San Francisco, CA, United States
Poste Overview: Tiffany & Co... the name instills images of Beauty, Romance and the iconic Blue Box. It is a Symbol of Excellence. For 175 years, Tiffany has created a legacy of exquisite designs and romantic ideals. Tiffany & Co.'s rich heritage of celebrated artists, historic milestones and magnificent jewelry creates the foundation from which
Job Source: LVMHSan Francisco, CA, United States
J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to customize solutions tailored to clients’ specific needs.
As a Client Associate in J.P. Morgan Advisors, you will provide dedicated business support to Financial Advisors and their clients. You will establish, maintain, and build relationships while delivering exceptional client service. In this role you will have extensive client contact and will be involved in all activities that touch prospective or existing clients.
Job responsibilities:
Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures
Interface directly with clients and Financial Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund orders, fixed income trades and private investments
Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite
Perform daily administrative and operational duties that support the Financial Advisor(s) and clients, including direct communication with clients regarding money transfers, account maintenance, portfolio review preparation and ad hoc requests, and attending client meetings
Serve as a liaison between the Financial Advisor team, branch management, compliance and various other business units throughout the firm
Proactively supports firm and regional initiatives and remediations, and actively participate in recurring local, national and technology team meetings
Required qualifications, capabilities, and skills:
Bachelor's degree or equivalent experience
Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from start date
Proven ability to be a self-starter, act as an end-to-end owner of tasks and work independently in a fast-paced environment
Proactively identify and deliver appropriate solutions that address the needs of our clients
Ability to communicate effectively with clients and team members while maintaining professionalism in difficult situations
Preferred qualifications, capabilities, and skills:
Able to adapt and stay abreast of changing technology and regulatory policies
Highly proficient user of Word, PowerPoint, and Excel
#J-18808-Ljbffr
Email Alert for J.P. Morgan Advisors - Senior Client Associate, San Francisco, CA jobs in San Francisco, CA, United States
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.