About the role
from listingDeliver expert advice and personalized service as an Advisor Concierge, ensuring client satisfaction and engagement.
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.