Elite Wealth Client Associate

JPMorganChase; Chicago (IL); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Advisors is seeking a Client Associate to support Financial Advisors and clients, delivering tailored wealth management solutions and coordinating across a broad product suite. You will help onboard clients, maintain accounts, and assist in strategy discussions.

The role emphasizes collaboration with Advisors, regulatory compliance, and proactive client service in a fast-paced environment.

Qualifications

• Bachelor's degree or equivalent experience.
• Series 7 & 66 licenses by hire or within 180 days.
• Self-starter who can own tasks end-to-end in a fast-paced environment.
• Effective communication with clients and team members.

Responsibilities

• Own client onboarding and account maintenance with regulatory compliance.
• Interface with clients and Financial Advisors to make investment recommendations and execute trades.
• Provide support across products including wealth planning, banking, and digital offerings.
• Perform daily administrative duties and coordinate client meetings.
• Liaise with branch management, compliance, and other business units.
• Support firm and regional initiatives and participate in meetings.

Skills

Self-starter

Independent work

Client communication

Regulatory adaptability

Education

Bachelor's degree or equivalent experience

Series 7 & 66 licenses (upon hire)

Tools

Word

PowerPoint

Excel

Job description

JPMorgan Advisors is seeking a Client Associate to support Financial Advisors and clients, delivering tailored wealth management solutions and coordinating across a broad product suite. You will help onboard clients, maintain accounts, and assist in strategy discussions.

The role emphasizes collaboration with Advisors, regulatory compliance, and proactive client service in a fast-paced environment.