Asset Management - Internal Client Advisor - Associate
JPMorgan Chase & Co.
JPMorgan Asset Management helps institutional and individual clients from all over the globe meet their financial goals by providing industry leading investment solutions. Our wide array of financial strategies – equity, fixed income, cash management, currency, asset allocation, and alternative asset classes - allow investors to find strategies to help navigate dynamic markets. Our renowned value-added tools assist clients in realizing their retirement objectives by getting invested, staying invested, and investing with less emotion. Job Summary: As an Internal Client Advisor Associate within the Asset Management team, you will be responsible for helping financial advisors understand the complexities of capital markets and offering timely solutions. You will play a key role in marketing mutual funds, ETFs, and separately managed accounts in partnership with an External Client Advisor. This role provides an opportunity to demonstrate your passion for the financial industry. Job Responsibilities: Develop strong relationships with top-tier clients and prospects through consultative, proactive phone conversations that deliver the JPMorganvalue proposition Provide superior client service by being responsive, thoughtful and making the clients’ needs the focus Leverage cutting-edge technological tools to showcase our resources to financial advisors in a more user-friendly way Partner with Client Advisor (external wholesaler) by being completely aligned on the objectives needed to achieve the territory’s sales goals Demonstrate effective territory management skills by focusing on timely follow-up, advisor scheduling and lead generation Convey the thought leadership of our Market Insights team to aid clients’ understanding of the ever-changing market landscape Assist financial advisors in constructing strong risk-adjusted portfolios by leveraging the knowledge and analytics of our Portfolio Insights team Required Qualifications, Capabilities, and Skills Bachelor’s degree Self-starter with passion for sales and the financial markets Proven results shown through sustainable achievement in a competitive environment Ability to learn and demonstrate industry and product knowledge by understanding the client, competition, and marketplace Capacity to build relationships across entire organization and with our partner firms Series 7 and Series 63 Preferred Qualifications, Capabilities, and skills Two years of financial service experience preferred and/or related sales leadership experience #J-18808-Ljbffr JPMorgan Chase & Co.
- ...Internal Client Advisor Associate JPMorgan Asset Management helps institutional and individual clients from all over the globe meet their financial goals by providing industry leading investment solutions. Our wide array of financial strategies equity, fixed income...Asset
- ...Workplace Retirement Team Member J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth... ...relationship. Partners with Client Advisor to ensure a collaborative and integrated...Asset
$100k - $120k
...best way to help our clients and advance our business... ...a Senior Client Associate to join our Latin America... ...business. Relationship Management Independently serve as... ...activity with clients, internal operational work and communication... ...issues such as asset transfers, portfolio...AssetWork at officeLocal area$70k - $95k
...re looking for a Senior Registered Client Associate to: keep management systems up-to-date with client information... ...You’ll be working in the New York International Group branch office in mid-town... .... We also provide diversified asset management solutions and focused investment...AssetFull timeWork at officeFlexible hours$65k - $75k
...Savvy Wealth Wealth management is a $545 billion... ...work. 75% of advisors offer no digital... ...percentage of the assets they manage. In return... ...platform and client portal, an in-house... ...picture. Internally, everyone at Savvy... ...experienced Senior Client Associate who is ready to...Asset- Join JP Morgan Asset Management, where your expertise as a Client Account Manager supporting our Insurance segment will... ...of clients, supporting a client advisor and client account manager(s) for... ...of working with clients and internal stakeholders to agree upon mutually...AssetFlexible hours
$80k - $110k
...alternative investment management firm focused on... ...outperformance for sophisticated clients via our Systematic,... ..., across all major asset classes, with a significant... ...June 2026 To provide associate level support for the... ...and work with various internal stakeholders on...AssetLocal areaFlexible hours- ...untouched: wealth management. Legacy Wall Street... ...lets one wealth advisor deliver what used... ...take a team, serving clients a Wall Street team... ...$1 billion in assets under management.... ...Client Services Associate sits at the intersection... ...for internal teams (Product, Engineering...Asset
- Investment Management firm based in Manhattan is seeking a Client Services Associate to join their Client Services department. The Client... ...that are not carried on our internal portfolio accounting system,... ...firm. Compile the firm’s AUM (assets under management) and AUA (assets...AssetFull timeWork at office
- ...About Rockefeller Capital Management Rockefeller Capital Management was... ...Firm oversees $224 billion in client assets as of June 30, 2026. Position A Private Advisor teamwithin our Rockefeller Global... ...join its growing team as a Client Associate.The Client Associate will work...AssetWork at officeLocal area
$75k - $85k
...We're looking for a Registered Client Associate to: • Keep management systems up-to-date with client information... ...financial goals through Financial Advisors who deliver products and services... ...Switzerland. We also provide diversified asset management solutions and focused...AssetFull timeWork at officeFlexible hours- ...Job Description As a Client Account Manager within Asset Management you will be responsible for delivering... ...meetings). Plan and organize internal business meetings and manage follow-... ...Asset Management provides individuals, advisors and institutions with strategies and...Asset
$125k - $140k
...with greater efficiency and accuracy. We’re seeking a Client Strategy & Ops Associate to help drive customer outcomes and operational excellence... ...clients across investment banking, research, and asset management. ~ Help scale GTM infrastructure: Help to operationalize...AssetFull timeShift work- ...engaging confidently with clients? If so, the Commercial... ...lender as a Client Associate on our multifamily... ...will have a relentless internal drive to succeed, a laser... ...services (Investment Management, Commercial Banking, Business... ...processing and asset management. We offer...AssetWork at office
- ...growth opportunities for clients, and have a passion... ...fit! As a Client Associate on the Commercial Term... ...team, you will have an internal drive to succeed and recognize... ...services (Investment Management, Commercial Banking,... ...processing and asset management. We offer...AssetWork at office
$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco... ...and operational support to advisor teams. The ideal candidate is... ...Manage cash balances and daily asset transfers in accounts Plan and...AssetWork at office$67k - $80k
...financial planning and wealth management firm based in New York City, with clients nationwide. We offer... ...over $900 million in assets. While we are still experts... ...and not of any single advisor. We believe in the efficiency... ...As a Client Service Associate (CSA) at Christopher...AssetWork experience placementWork at office- ...A leading global investment and asset management organization is seeking an Internal Audit Manager to support its enterprise audit and SOX compliance programs. This role will focus on evaluating internal controls, executing operational and compliance audits, managing...Asset
- ...a prominent company specializing in real estate investment, asset management, and development. The firm's leadership and team bring extensive... ...This is a hybrid internship role for a Real Estate Intern. The role is based in New York, NY, with opportunities for remote...AssetInternshipWork at officeRemote work
- ...registered investment advisor serving ultra-high... ...personalized client relationships. Our... ...highly capable Senior Associate to take on... ...with hands on wealth management experience who are... ...performance reports, asset allocation... ...with custodians, internal teams, and third‑party...AssetWork at office
$85k - $100k
...wealth and investment management team based out of New York City. We serve clients with a wide range of needs... ...service-oriented associate to join our team. The... ...role in supporting our Advisor, Investment and Insurance... .... Collaborate with internal teams, including compliance...Work at office- ...is looking for an associate to join its Information Management Group due to business... ...involves managing client portfolios allocated... ...consist of assets allocated to private... ...packet to custodian and internal users · Reconcile... ...individuals, advisors and institutions...Asset
$26.5 - $42 per hour
...Wealth Management Client Associate Merrill Wealth Management is a leading provider of comprehensive... ...and guidance. Merrill's Financial Advisors and Wealth Management Client Associates... .../ Secondary School or equivalent Internal employees who are currently working...Hourly paySeasonal workWork at officeWork from homeShift workDay shift$130k - $160k
...Opportunity to join one of the fastest growing asset management firms Exposure across all areas of asset management About Our Client This opportunity is with a well-... ...junior level staf. Ensure compliance with internal policies, regulatory requirements, and...AssetLocal area- ...Registered Wealth Management Client Associate NEW YORK, New York To proceed with your application... ...and guidance. Merrill’s Financial Advisors and Wealth Management Client... ...Identification Written Communications Internal employees who are currently working from...Seasonal workWork at officeWork from homeShift workDay shift
$80k - $100k
...Client Associate The Client Associate is a client-facing role supporting the Quality Equity... ...primary point of contact for clients, Wealth Managers, delivering hands-on, high-touch... ...client records and activity logs across internal systems Assist with ad hoc projects...Local areaShift work- ...The Client Associate will play a pivotal role in supporting the Client Advisors Team. The person in this role will collaborate with internal and external stakeholders to provide... ...used for client management including contact information... ...non-traditional asset classes. Support...AssetFlexible hours
- ...Spring Semester Leasing & Marketing Intern Visual Property Management delivers institutional-grade real estate operations using modern technology designed... ...functional teams including, Marketing, Operations and Asset Management. Help coordinate property tours, tenant...AssetInternshipRelocation
- ...audit coverage of Traditional Asset Management for the Investment... ...complex, high risk audits. The Internal Audit Division (IAD) drives... ...management processes. This is an Associate level position within... ...innovating to better serve our clients and our communities in more...AssetTemporary workWork at office
- ...Job Description Merrill Wealth Management is a leading provider of comprehensive... ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they... .../ Secondary School or equivalent Internal employees who are currently working...Seasonal workWork at officeWork from homeShift workDay shift
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