J.P. Morgan Wealth Management- Associate, Advisor Concierge

JPMorgan Chase • Santa Rosa, CA • 20h ago

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 an Advisor Concierge with J.P. Morgan Advisors, you will serve as the dedicated, single point of contact for advisors in a given location, making connections for the advisor across Product, Service or Technology. You will answer advisor questions directly as well as connect advisors to the appropriate specialists, if needed. You will provide white glove concierge service for advisors and will connect advisors to 4 dedicated product specialists based on their location: Investments, Banking, Lending and Wealth Planning & Advice (WP&A). You will also troubleshoot issues across technology, assisting advisors so they can focus on clients. To be successful in this role, you will need to understand advisor behavior and needs, be knowledgeable of the evolving product and service landscape, and capable of partnering with stakeholders across the organization to deliver exceptional advisor experience.

Job Responsibilities:

Act as key single point of contact to advisors and respond to daily requests, questions, and suggestions for improving the JPMA Advisor experience

Learn roles and product sets supported by various JPMA product specialists (Investments, Banking, Lending, Wealth Planning) in order to deliver accurate detail when responding to Advisor inquiries

Collaborate with various specialists and stakeholders to deliver exceptional advisor experience

Develop strong partnership with local branch leadership team

Develop strong partnership with others in the Concierge role in JPMA branches with the goal of have an open communication channel for sharing best practices, learnings, and peer support network

Understand key technology, branch operations, and account opening pain points

Track advisor questions and suggestions, resolve and/or escalate individual issues as they arise, recognize patterns in inquires and training gaps, and help the business prioritize long-term, strategic solutions based on advisor feedback

Required qualifications, capabilities, and skills:

Bachelor's Degree

Minimum of 3 years in financial services industry with 3+ years of direct experience in Wealth Management

Self-starter with ability to independently seek out areas of improvement

Team-oriented with ability to interact effectively with individuals at varying levels of the organization with different responsibilities

Exceptional verbal and written communication skills

FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

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

Base Pay/Salary

Santa Rosa CA $85,500.00 - $123,000.00 / year

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