23 days old

Asset & Wealth Management, J.P.Morgan Securities, Client Service Administrator

JPMorgan Chase & Co.
Santa Barbara, CA 93101
  • Job Code

Asset & Wealth Management, J.P.Morgan Securities, Client Service Administrator

Req #: 190063114
Location: Santa Barbara, CA, US
Job Category: Customer Service
Potential Referral Amount: 0 US Dollar (USD)

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.


J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.


JPMorgan Securities Overview: At JP Morgan Securities (JPMS), we have been helping high net worth individuals and families build and manage their wealth for more than 50 years. Led by an exclusive group of Financial Advisors throughout the United States, JPMS offers clients a broad suite of transactional, wealth management and investment advisory services. Our Financial Advisors are among the most experienced and creative in the industry. We excel at leveraging the vast resources of one of the world's leading global financial institutions on behalf of our clients.



  • Position will provide administrative support to the Sales team

  • Perform diverse administrative functions requiring confidentiality, initiative and sound decision-making  

  • Answer phones, take messages and respond to calls when appropriate

  • Coordinate meetings, travel arrangements, preparing presentation materials, submitting expenses and/or review incoming correspondence and prepare responses

  • Maintain files for Account Executives containing client and product information

  • Investigate and resolve operational issues

  • Perform other duties, as assigned by Sales Team or Management

  • Exercise judgment, escalating serious or unique problems to higher levels



  • Experience supporting Senior Management

  • At least three years of administrative experience and meeting coordination

  • Strong Computer skills (Microsoft Office; Word, Excel and PowerPoint)

  • Specific industry related experience preferred

  • Superior oral and written communication skills

  • Strong interpersonal skills

  • Knowledge of general office procedures (e.g., filing, correspondence, scheduling)

  • Ability to multi-task and work in a fast pace environment, providing service for multiple team members

    Keyword: consumer%20banking


    Posted: 2019-11-18 Expires: 2019-12-18

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    Asset & Wealth Management, J.P.Morgan Securities, Client Service Administrator

    JPMorgan Chase & Co.
    Santa Barbara, CA 93101

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