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Chase · 1 month ago

J.P. Morgan Wealth Management- Associate, Advisor Concierge

835 4Th St, Santa Rosa, CA, 95404, US

Full-time

Onsite

Mid Level

$86K/yr - $123K/yr

3+ years exp

Chase is a leading financial services firm, and they are seeking an Associate, Advisor Concierge to serve as the dedicated point of contact for advisors. In this role, you will provide personalized service, connect advisors with specialists, and assist in troubleshooting issues to enhance the advisor experience.

BankingFinancial Services

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