Client Specialist Associate

About the Role

J. P. Morgan Wealth Management - Client Specialist Associate

Key Responsibilities

• Support Client Specialists with prospect engagement and sales pipeline management.
• Research prospective clients and gather information to support business development activities.
• Partner with Client Specialists, bankers, Wealth Advisors, and other internal partners to identify and prioritize opportunities for new wealth management relationships.
• Prepare meeting materials and customized presentations for prospective and existing clients.
• Track new business activity, analyze results, and prepare performance reports.
• Plan and participate in prospect and client events.
• Engage with prospective and existing clients, research inquiries, and manage follow-up communications and materials.
• Participate in select prospect meetings.
• Identify opportunities to improve efficiency through technology and artificial intelligence.
• Support Client Specialist business management strategies and projects as needed.

Requirements & Tech Stack

• Bachelor's degree.
• Written and verbal communication skills necessary to communicate with clients, prospects, and internal partners.
• Advanced proficiency in Microsoft PowerPoint, Word, and other Microsoft Office applications.
• Organizational skills with the ability to manage multiple and changing priorities.
• Knowledge of or demonstrated interest in the wealth management business.

Preferred Qualifications

• Bachelor's degree in Business Administration, Finance, Economics, Communications, or a related field.
• Securities Industry Essentials (SIE), Series 7, or Series 66 license, or progress toward obtaining these credentials.
• Previous experience in an administrative or client-facing role.
• Interest in developing toward a Financial Advisor career path.