Top 27 Senior associate Jobs in Jupiter Fl

J.P. Morgan Advisors - Senior Client Associate- Palm Beach Gardens, FL
JPMorganChase —Palm Beach Gardens, FL
- $71,600 - $106,800 a year
- Full-time
- Office
- Bachelor's degree
- Experience equivalent to degree accepted
- Health insurance
- Tuition reimbursement
1d
Senior Associate/Associate Manager, Trade Operations (LH-BPO)
SS&C Technologies —West Palm Beach, FL
- Online Application
- Hybrid work
- Research
- Finance
- Analysis skills
- Paid holidays
- Health insurance
Senior Associate, Strategic Initiatives
GoodLeap —West Palm Beach, FL
- $132,000 - $179,000 a year
- Full-time
- Office
- 3 years
- Finance
Care Associate
Chatsworth by Erickson Senior Living —Palm Beach Gardens, FL
- $20 an hour
- Weekends as needed
- Background check
- 18 years or older
- CPR Certification
1d
Senior Associate: Operations Group/Transformation Services (OPEN TO ALL U.S. LOCATIONS)
Alvarez & Marsal —West Palm Beach, FL
- $100,000 - $170,000 a year
- Full-time
- Mid-level
- Bachelor's degree
- 4 years
- AD&D insurance
- 401(k)
Senior Associate - Business Solutions
GoodLeap —West Palm Beach, FL
- $120,000 - $140,000 a year
- Full-time
- Residential
- Finance
- SQL
Senior Registered Client Associate
Loxahatchee Capital —Tequesta, FL
- $120,000 - $175,000 a year
- Full-time
- Background check
- 5 years
- Office
- Health insurance
- Dental insurance
Quick Apply
2d
Wellness Associate (Caregiver)
Alamar Senior Living —Lake Worth, FL
- Extended hours
- Pass drug screening
- Apartments
- CNA
- Paid holidays
- Disability insurance
Quick Apply
PEPI: Senior Associate, Operations & Manufacturing (OPEN TO ALL U.S. LOCATIONS)
Alvarez & Marsal —West Palm Beach, FL
- $125,000 - $170,000 a year
- Full-time
- 7 years
- Mid-level
- Analysis skills
- AD&D insurance
- 401(k)
Care Associate - Assisted Living (AL)/Part Time & Full Time
Addington Place of Stuart —Stuart, FL
- Full-time
- Computer literacy
- English
- Computer skills
- Disability insurance
- Dental insurance
Quick Apply
Dishwasher (Utility Associate)
Alamar Senior Living —Lake Worth, FL
- Extended hours
- Pass drug screening
- High school diploma or GED
- Ability to lift 50 pounds
- Paid holidays
- Disability insurance
Quick Apply
Senior Business Associate
Royal Bank of Canada —Palm Beach Gardens, FL
- Full-time
- 5 years
- Writing skills
- Office
2d
Senior Associate, Implementation (LH-BPO)
SS&C Technologies —West Palm Beach, FL
- $60,000 - $130,000 a year
- Full-time
- Hybrid work
- Bachelor of Science
- Mid-level
- Finance
- Paid holidays
- Health insurance
9d
Accounting Senior Associate [Family Office]
CohnReznick —Jupiter, FL
- Hybrid work
- Office
- 3 years
- Finance
PEPI: Senior Associate, Supply Chain - Distribution & Logistics (OPEN TO ALL U.S. LOCATIONS)
Alvarez & Marsal —West Palm Beach, FL
- $100,000 - $170,000 a year
- Full-time
- Mid-level
- Analysis skills
- Bachelor's degree
- AD&D insurance
- 401(k)
Attorney - General Liability Senior Associate
Goldberg Segalla LLP —West Palm Beach, FL
- $100,000 - $165,000 a year
- Full-time
- 6 years
- Senior level
- Health insurance
- Dental insurance
Quick Apply
Care Associate/CNA - Memory Care (MC)/3p-11p/Full Time & Part Time!
Addington Place of Stuart —Stuart, FL
- Full-time
- Serving
- Microsoft Outlook
- Computer literacy
- Disability insurance
- Dental insurance
Quick Apply
9d
Tax Senior Associate, Private Client Group
Anchin —Palm Beach Gardens, FL
- $90,000 - $145,000 a year
- Full-time
- CPA
- Research
- Mid-level
Quick Apply
Senior Associate - M&A Tax
Kaufman Rossin —Palm Beach Gardens, FL
- Overtime
- Writing skills
- Mid-level
- Office
Quick Apply
Tax Senior Associate - Private Client Services (PCS)
Hill, Barth & King LLC —Stuart, FL
- Full-time
- Management
- CPA
- Writing skills
- Profit sharing
- Paid holidays
Quick Apply

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senior associate jobs near jupiter fl

J.P. Morgan Advisors - Senior Client Associate- Palm Beach Gardens, FL

JPMorganChase -
Palm Beach Gardens, FL

Apply Now

Job Details

Full-time
$71,600 - $106,800 a year
1 day ago

Benefits

Health insurance
Tuition reimbursement
Retirement plan

Qualifications

Customer communication
Series 66
Series 7

Full Job Description

JOB DESCRIPTION

Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our dynamic and growing team and take advantage of a unique opportunity to work closely with Financial Advisors, providing personalized solutions and building lasting relationships. With a commitment to career growth and mobility, you'll have the chance to develop your skills in a fast-paced environment, supported by the global resources of one of the world's most respected financial firms. Embrace the challenge of shaping the future of client service and make your mark by delivering high-quality support and innovative financial solutions.

As a Client Associate within the JPMorgan Advisors team, you will play a crucial role in assisting Financial Advisors and their clients, delivering a personalized and smooth wealth management experience. Your contribution to a team that values strong relationships and exceptional client service will directly impact our clients' financial well-being through tailored solutions and professional advice. Together, we will utilize the global resources of JPMorgan Wealth Management to meet our clients' distinct needs, fostering an environment of innovation and excellence. Join us in making a substantial difference in our clients' lives and the wider community.

Job responsibilities:

Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.
Interface directly with clients and Financial Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund orders, fixed income trades and private investments
Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite
Perform daily administrative and operational duties that support the Financial Advisor(s) and clients, including direct communication with clients regarding money transfers, account maintenance, portfolio review preparation and ad hoc requests, and attending client meetings
Serve as a liaison between the Financial Advisor team, branch management, compliance and various other business units throughout the firm
Proactively supports firm and regional initiatives and remediations, and actively participate in recurring local, national and technology team meetings

Required qualifications, capabilities, and skills:

Bachelor's degree or equivalent experience
Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from start date
Proven ability to be a self-starter, act as an end-to-end owner of tasks and work independently in a fast-paced environment
Proactively identify and deliver appropriate solutions that address the needs of our clients
Ability to communicate effectively with clients and team members while maintaining professionalism in difficult situations

Preferred qualifications, capabilities, and skills:

Able to adapt and stay abreast of changing technology and regulatory policies
Highly proficient user of Word, PowerPoint, and Excel

ABOUT US

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

ABOUT THE TEAM

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

Apply Now

Refine Your Search

senior associate jobs in jupiter fl

J.P. Morgan Advisors - Senior Client Associate- Palm Beach Gardens, FL

Senior Associate/Associate Manager, Trade Operations (LH-BPO)

Senior Associate, Strategic Initiatives

Care Associate

Senior Associate: Operations Group/Transformation Services (OPEN TO ALL U.S. LOCATIONS)

Senior Associate - Business Solutions

Senior Registered Client Associate

Wellness Associate (Caregiver)

PEPI: Senior Associate, Operations & Manufacturing (OPEN TO ALL U.S. LOCATIONS)

Care Associate - Assisted Living (AL)/Part Time & Full Time

Dishwasher (Utility Associate)

Senior Business Associate

Senior Associate, Implementation (LH-BPO)

Accounting Senior Associate [Family Office]

PEPI: Senior Associate, Supply Chain - Distribution & Logistics (OPEN TO ALL U.S. LOCATIONS)

Attorney - General Liability Senior Associate

Care Associate/CNA - Memory Care (MC)/3p-11p/Full Time & Part Time!

Tax Senior Associate, Private Client Group

Senior Associate - M&A Tax

Tax Senior Associate - Private Client Services (PCS)

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