JPMorganChase
Builtin · Indexed 2026-09-25
J.P. Morgan Advisors - Senior Client Associate
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Indexed description
JPMorganChase J.P. Morgan Advisors - Senior Client Associate Reposted 2 Hours AgoSaved Hybrid New York, NY, USA Senior level Senior levelFinancial ServicesProvide dedicated business and operational support to Financial Advisors and ultra-high-net-worth clients: manage onboarding and account maintenance, execute trades and investment orders, support wealth planning, banking and lending solutions, prepare portfolio reviews, liaise with compliance and internal teams, and participate in firm/regional initiatives and client meetings.Top Skills: Advisor ServicesJp Morgan OnlineExcelMicrosoft PowerpointMicrosoft WordMobile Suite
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