Senior Client Advisor & Onboarding Lead
J.P. Morgan
J.P. Morgan Advisors seeks a Client Associate to support Financial Advisors and clients. You will onboard and maintain client accounts, gather documents and financials, and provide investment quotes in line with policies. Daily administration, client communications, and liaison duties with the broader firm will be routine. You will interact with clients and Advisors to propose firm offerings, execute trades, and deliver high-quality service while meeting regulatory requirements and maintaining #J-18808-Ljbffr J.P. Morgan
Vacancy posted 4 days ago
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