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Asset Management, J.P. Morgan Securities, Client Associate, San Francisco, CA

Job Description

  • Position involves extensive client contact, individual will be involved in all activities that touch prospective or existing clients.
  • Receives orders from clients in diverse products; includes mastering product-specific applications, building relationships with trading desks, ensuring completion of necessary trade documentation and timely execution reporting to clients.
  • Serve as a liaison between the sales team, branch management, compliance and various other business units throughout the firm.
  • Manage account opening process for new and existing clients. Includes collection of account-specific information, recording information via electronic account-opening system, retrieving relevant executed documentation from clients and compliance with regulatory procedures.
  • Review client account activity on a daily basis to ensure overall accuracy, proper settlement of transactions and reconciliation of sales credits and fees.
  • Perform account maintenance including money transfer requests, address changes, etc.
  • Complete ad hoc, client-related projects as needed.
  • Bachelor's degree or equivalent experience required
  • Series 7 & 66 licenses strongly preferred - successful completion shall be required shortly after employment begins
  • Proven ability to work independently and competently handle multiple responsibilities, with a high degree of accuracy, in a high pressure environment.
  • Highly proficient user of Word, PowerPoint and Excel
Req #: 160051120
Location: San Francisco, CA US
Job Category: Customer Service
Employment Type: Full Time
Potential Referral Amount: US Dollar (USD)

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