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JPMorgan Chase 55ip, Advisor Services - Associate in Boston, Massachusetts

Position available in Boston, MA

Job Summary:

We partner closely with our Advisor Success team, Business Development team, Trade Operations team, and Technology Operations team. The goal of Advisor Services is to power a best in class client experience by providing knowledgeable service to 55ip's vast and growing client base assisting them from onboarding to continued use of the 55ip platform. We also work behind the scenes to assist in operational functions that support the external client experience, and help empower our internal partners. The Advisor Services team and 55ip overall are growing quickly, as the firm grows the role of Advisor Services as the hub of the Client Solutions group will become even more critical. A successful candidate to join the Advisor Services team will have skills and knowledge necessary to provide best in class client services but additional capabilities to assist in operational, reporting, and process creation.

Job Resonsibilities:

  • Answers client requests and questions via e-mail and live phone call

  • Communicate operational notifications to clients via email

  • Facilitate reporting for trading operations team

  • Partner with Advisor Success Managers on client servicing, providing operational expertise to an SME level

  • Assisting with onboarding of newly signed clients, overseeing the integration of client account information with 55ip Platforms

  • Provide client feedback to product and technology teams

  • Work with Product and Marketing teams to create client facing collateral for existing clients and prospects

Required Skills, qualifications and attributes:

  • Experience working with Custodians (Fidelity, Schwab, Pershing, Raymond James)

  • Experience answering investment and investment account management questions

  • Experience working with Investment Advisors

  • Familiarity with Salesforce and Service Cloud

  • Superior verbal and written communication skills

  • Minimum 5 years of experience

  • Advanced skills in Excel & PowerPoint

  • Python experience is a plus

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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.

JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans