J.P. Morgan Advisors

About the Role

Join J.P. Morgan Advisors as a Client Service Administrator, providing pivotal administrative support to ensure seamless operations and exceptional client experiences. This role acts as the backbone of administrative functions, managing scheduling, document processing, and calendar management. You will work closely with Client Associates, Wealth Advisors, management, and Middle Office. This is an opportunity to be a self-starter, own tasks end-to-end, and work independently in a fast-paced environment.

Key Responsibilities

• Support the team with administrative duties: 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 and guard against roadblocks.
• Oversee administrative elements of client events (e.g., invitations, venue oversight, agendas, gift distribution).
• Oversee client account maintenance needs (e.g., order new check books, support clients with lost credit cards, username locks).
• Manage client gifting (e.g., purchase, distribution, tracking).
• Perform other daily administrative and operational duties that support Wealth Advisor(s) and clients, including ad hoc requests.

Requirements & Tech Stack

• Microsoft Word
• Microsoft PowerPoint
• Microsoft Excel

Qualifications

• 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.

Note: This position is subject to Section 19 of the Federal Deposit Insurance Act. An employment offer is contingent on JPMorganChase's review of criminal conviction history.