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J.P. Morgan Advisors - Advisor Concierge, Vice President

Company: JPMorgan Chase & Co.
Location: Los Angeles
Posted on: August 7, 2022

Job Description:

J.P. Morgan Advisors - Advisor Concierge, Vice President -"Job Details" Job Identification 210324111 Job Category Operations Support Locations Posting Date 07/28/2022, 04:09 PM Job Schedule Full time Job Shift Day Job Description JPMorgan Chase & Co . is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking. This role will serve as the dedicated, single point of contact for advisors in given location, making connections for the advisor across Product, Service or Technology. This individual will answer advisor questions directly as well as connect advisors to the appropriate specialists, if needed. The goal of this role is to create a white glove concierge service for advisors. Branch concierges will connect advisors to 4 dedicated product specialists based on their location: Investments, Banking, Lending and Wealth Planning & Advice (WP&A). The individual will also troubleshoot issues across technology, assisting advisors so they can focus on clients. To be successful in this role, the individual 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. - 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 Qualifications: -
    • Required:
      • Bachelor's Degree
      • 7+ 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
      • 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 About Us 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 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. - In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
        The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law. Equal Opportunity Employer/Disability/Veterans About the Team Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction. We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households. The Wealth Management Specialist requires a Series 7 and 66 License and is responsible for supporting the development of Financial Advisors with the delivery of Practice Management concepts and tools. The WMS supports and guides Advisors to strengthen their business and help them through their journey of building a successful and sustainable long-term practice. This individual will help advisors engage with their clients with a strong foundation in Practice Management Behaviors of Business Development, Business Management, Financial Planning, Investment Strategy, Relationship Management and Service. This role also supports market level leaders, helping them coach advisors on these practice management behaviors. Other attributes include, helping advisors with advice on the proper investment strategies to help clients meet their financial goals, tips on how to execute an effective client contact strategy and how to use client relationship tools. The -Wealth Management Specialist -is responsible for supporting the development of financial advisors with the delivery of Practice Management concepts and tools. JPMorgan Asset Management - US Funds Management seeks a Client Advisor for the open role of covering Southern California and Southern Nevada within the Institutional Advisor (IA) Channel for JP Morgan serving RIA's, Bank & Trusts, and Family Offices to provide coverage to clients. This Client Advisor will lead the Integrated Team and have the primary responsibility of establishing and growing JP Morgan clients with RIA's, Bank & Trusts and Family Offices. The Client Advisor will work with these clients to consultatively position mutual funds, ETF's, separately managed accounts and alternative investments to increase assets under management. This Client Advisor will also be responsible for communicating JP Morgan's views on markets, retirement and portfolio construction through the Guide to the Markets, Guide to Alternatives and Portfolio Insights programs. J.P. Morgan Private Bank has been helping the world's wealthiest individuals, families, foundations, and endowments grow, manage, and sustain their wealth through personalized, comprehensive financial solutions for more than 160 years. J.P. Morgan is a global leader in asset and wealth management with assets under supervision of $2.1 trillion and assets under management of $1.4 trillion. With Private Bank advisors in 110 offices in 25 states and 20 countries, the Private Bank provides clients with a global perspective delivered through a local, dedicated team of specialists focused on fundamental wealth management disciplines, including investment management, wealth planning, philanthropy, credit and banking.Description for Internal Candidates Page J.P. Morgan Advisors - Advisor Concierge, Vice President - JPMC Candidate Experience page Careers loaded IMPORTANT NOTICE: PLEASE READ CAREFULLY BEFORE USING THIS WEBSITE

Keywords: JPMorgan Chase & Co., Los Angeles , J.P. Morgan Advisors - Advisor Concierge, Vice President, Executive , Los Angeles, California

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