Client Associate - 7 & 63 or 66 - New York Job Listing at J.P. Morgan in NY, New York

Finance

Position involves extensive client contact, individual will be involved in all activities that touch prospective or existing clients. Receives orders from clients in diverse products; includes mastering product-specific applications, building relationships with trading desks, ensuring completion of necessary trade documentation and timely execution reporting to clients. Serve as a liason between the sales team,branch management, compliance and various other business units throughout the firm. Manage account opening process for new and existing clients. Includes collection of account-specific information, recording information via electronic account-opening system, retrieving relevant executed documentation from clients and compliance with regulatory procedures. Review client account activity on a daily basis to ensure overall accuracy, proper settlement of transactions and reconciliation of sales credits and fees. Perform account maintenance including money transfer requests, address changes, etc. Complete ad hoc, client-related projects as needed.