JP Morgan Chase & Co.

J.P. Morgan Advisors - Business Specialist - Vice President

JP Morgan Chase & Co. • $120K — $150K *
New York, NY 10172In-Person
Finance & Insurance
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • 7 years of experience in the Financial Services industry
  • Strong understanding of client needs and sensitivities
  • Ability to work effectively in a team-based environment
  • Skilled at managing multiple assignments with high accuracy under pressure
  • Experience working collaboratively with at least two Sales Associates
  • Licenses 7 & 66 preferred, with the requirement to obtain them within 180 days
  • Bachelor's degree required

Responsibilities

  • Oversee sales support for a J.P. Morgan Advisors team and manage client service-related projects
  • Regulate workflow, improve operational efficiencies, and develop solutions for client concerns
  • Maintain extensive client contact, serving as the main point of contact for key client relationships
  • Attend client meetings and manage ad hoc projects to address client issues and escalate needed solutions
  • Collaborate with Financial Advisors to identify and implement investment solutions that align with client objectives
  • Perform special portfolio analyses and stay current on JPMA products through active participation in meetings
  • Assist in onboarding new clients and ensure service expectations are met

Benefits

  • Opportunity to work at a leading financial services firm
  • Engagement with top-tier clients and complex portfolios
  • Collaboration with diverse teams across different departments
  • Structured training and support for obtaining required licenses
  • Path for career growth within a reputable organization
Full Job Description
JOB DESCRIPTION

A Business Specialist oversees the ongoing operations of the Advisor's book of business, partners with leadership and effectively manages the workflow across team members in order to streamline day-to-day operations. The ideal candidate has excellent business acumen, thinks strategically, has the ability to mentor team members and act as a liaison between management and the Advisor’s team.

Job Responsibilities:

  • Oversee sales support effort for a J.P. Morgan Advisors team through the coordination and completion of client service-related projects and operational issues supervise junior sales support including hiring, training, and performance management

  • Oversees and regulates workflow within the group including identifying opportunities to improve efficiencies. Develop procedures for solving logistical and administrative client concerns. Improve communications between team members, JPMA partners (Client Onboarding Group, middle office, operations, Banking, etc.), and externally to clients

  • Extensive client contact and coverage responsibilities including main point of contact for key client relationships. Work together with other teams in meeting all compliance, regulatory, risk management, operational, and due diligence requirements, and compliance with internal policies

  • Attend client meetings as necessary. Complete ad hoc client related projects as needed. Navigating the firm / client issue resolution, escalation and creative solutions

  • Work with Financial Advisor to identify new business opportunities; market and implement investment solutions in accordance with clients' investment objectives; grow new assets by identifying and developing new business opportunities from existing client base

  • Perform special portfolio analysis on products. Attends product rollouts, ideas calls and research meetings to stay current on all JPMAproducts and services

  • Assist and coordinate the onboarding of new relationships and meet service needs and expectations of existing and new clients.

Required qualifications, capabilities, and skills:

  • 7 years experience in Financial Services industry

  • Strong understanding of the needs and sensitivities of clients

  • Ability to work in a team-based environment

  • Ability to handle multiple concurrent assignments with a high degree of accuracy and meet deadlines in a high-pressure environment

  • Experienced in working on a team with at least two additional Sales Associate

  • Licenses 7 & 66 strongly preferred. Employment contingent on obtaining the necessary licenses within 180 days from start date

  • Bachelors degree required

About JP Morgan Chase & Co.

JP Morgan Chase & Co. stands at the forefront of the global financial services industry. They offer an expansive array of products and services to a diverse clientele, including individuals, corporations, governments, and institutions. Ever since the merger of J.P. Morgan & Co. and Chase Manhattan Corporation in 2000, this industry-leading entity has become renowned for its comprehensive portfolio encompassing consumer and community banking, corporate and investment banking, commercial banking, as well as asset and wealth management. Headquartered in the vibrant city of New York, JP Morgan Chase & Co. boasts a formidable presence across over 100 countries worldwide.

Unveiling Employment Opportunities at JP Morgan Chase & Co.

Vacancies and Hiring Initiatives

JP Morgan Chase & Co. is continuously on the lookout for talented individuals eager to contribute to its legacy of excellence. The company's recruitment efforts are geared towards identifying candidates with the right blend of skills and qualifications to drive forward its various business segments. Whether you are a seasoned professional or a recent graduate, JP Morgan Chase offers a plethora of job openings across multiple disciplines.

High-Demand Positions

Among the myriad of roles, certain positions stand out for their attractive compensation packages and career advancement prospects. Notably, high-paying jobs at JP Morgan Chase & Co. include Relationship Manager, Branch Manager, and Software Engineer. These roles are critical to the firm's operations and offer lucrative opportunities for those with the requisite expertise.

Navigating the Job Market at JP Morgan Chase & Co.

Leveraging Job Portals and Job Alerts

For job seekers aiming to tap into the opportunities at JP Morgan Chase, staying updated through job portals and subscribing to job alerts is crucial. These tools can provide timely information about job openings, job fairs, and recruitment events, enabling candidates to apply promptly and prepare adequately for interviews.

Preparing Your Job Application

Your job application, comprising your resume and cover letter, is your ticket to securing an interview at JP Morgan Chase. Highlight your qualifications, skills, and experiences that align with the job listing, ensuring you stand out in the competitive job market.

Acing the Interview

Preparation is key to succeeding in your interview with JP Morgan Chase. Familiarize yourself with the company's business segments, values, and recent achievements. Demonstrating how your background and aspirations match the company's goals can significantly increase your chances of employment. A World of Job Opportunites in the Financial Services Industry JP Morgan Chase & Co. offers a world of job opportunities for those seeking to make their mark in the financial services industry. With competitive salaries, comprehensive benefits, and endless possibilities for growth, positions at JP Morgan Chase are highly coveted. By staying informed through job sites, tailoring your applications, and preparing thoroughly for interviews, you can enhance your prospects of joining the esteemed ranks of JP Morgan Chase employees. Explore the job board, seize the job opportunities, and embark on a rewarding career journey with one of the world's leading financial institutions.
Learn more about JP Morgan Chase & Co.
Size
661 employees
Market Cap
$384.5 billion
Industry
Finance & Insurance
Net Income
$29.1 billion
Founded
1823
5 Year Trend
+0.7%
Revenue
$261.5 million
NASDAQ
CCF
* Ladders Estimates

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