J.P. Morgan Advisors - Client Service Administrator - Palm Beach Gardens, FL

Job Description

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 Service Administrator within J.P. Morgan Advisors, you work with Client Associates, Wealth Advisors, management and Middle Office to create a seamless and integrated client and advisor experience.

Job Responsibilities:

• Support team with administrative duties such as time and expense, scheduling of client/ internal meetings, team calendar management, sending mail
• Follow up on internal document processing (e.g., account opening, money movement, wires) to provide status updates to the team and guard against roadblocks
• Oversee the administrative elements of client events (e.g., invitations, venue oversight, agendas, gift distribution, etc.)
• Oversee client account maintenance needs (order new check books, support clients with lost credit cards, username locks, etc.)
• Manage client gifting (e.g., purchase, distribution, tracking)
• Perform other daily administrative and operational duties that support the Wealth Advisor(s) and clients including ad hoc requests.

Required qualifications, capabilities, and skills:

• Bachelor's degree or equivalent experience
• Proven ability to be a self-starter, act as an end-to-end owner of tasks and work independently in a fast-paced environment
• Detail oriented to ensure all follow ups are completed in a timely manner
• Ability to communicate effectively with team members while maintaining professionalism in difficult situations
• Highly proficient user of Word, PowerPoint and Excel

About Us

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

About the Team

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.