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