A Business Specialist oversees the ongoing operations of the Advisor's book of business, partners with leadership and effectively manages the workflow across team members in order to streamline day-to-day operations. The ideal candidate has excellent business acumen, thinks strategically, has the ability to mentor team members and act as a liaison between management and the Advisor’s team.
Job Responsibilities:
Oversee sales support effort for a J.P. Morgan Advisors team through the coordination and completion of client service-related projects and operational issues supervise junior sales support including hiring, training, and performance management
Oversees and regulates workflow within the group including identifying opportunities to improve efficiencies. Develop procedures for solving logistical and administrative client concerns. Improve communications between team members, JPMA partners (Client Onboarding Group, middle office, operations, Banking, etc.), and externally to clients
Extensive client contact and coverage responsibilities including main point of contact for key client relationships. Work together with other teams in meeting all compliance, regulatory, risk management, operational, and due diligence requirements, and compliance with internal policies
Attend client meetings as necessary. Complete ad hoc client related projects as needed. Navigating the firm / client issue resolution, escalation and creative solutions
Work with Financial Advisor to identify new business opportunities; market and implement investment solutions in accordance with clients' investment objectives; grow new assets by identifying and developing new business opportunities from existing client base
Perform special portfolio analysis on products. Attends product rollouts, ideas calls and research meetings to stay current on all JPMA products and services
Assist and coordinate the onboarding of new relationships and meet service needs and expectations of existing and new clients.
Required qualifications, capabilities, and skills:
7 years’ experience in Financial Services industry
Strong understanding of the needs and sensitivities of clients
Ability to work in a team-based environment
Ability to handle multiple concurrent assignments with a high degree of accuracy and meet deadlines in a high-pressure environment
Experienced in working on a team with at least two additional Sales Associate
Licenses 7 & 66 strongly preferred. Employment contingent on obtaining the necessary licenses within 180 days from start date
Bachelor’s degree required