Elite Wealth Management Client Associate

Aumni; Connecticut; On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

On-site health and wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

more

Job summary

J.P. Morgan Advisors in the United States seeks a Client Associate to support Financial Advisors in delivering personalized wealth management services to UHNW clients.

You will handle onboarding, account maintenance, and regulatory-compliant investment quotes, while coordinating with clients and advisors to propose firm offerings. The role emphasizes proactive client service, strong communication, and collaboration across teams.

Qualifications

• Bachelor's degree or equivalent experience.
• Series 7 & 66 licenses upon hire or within 180 days.
• Self-starter who works independently in a fast-paced environment.
• Able to identify and deliver client-focused solutions.
• Effective communication with clients and team members.

Responsibilities

• Own client onboarding and account maintenance with regulatory compliance.
• Interact with clients and Advisors to make investment recommendations and execute trades.
• Support a diverse suite of tools and applications for wealth management.
• Handle daily administrative duties and client communications.
• Liaise between Advisor team, branch, compliance and other units.
• Participate in local, national and technology team meetings.

Skills

Self-starter

Communication skills

Independent worker

Education

Bachelor's degree

Tools

Microsoft Word

PowerPoint

Excel

Job description

J.P. Morgan Advisors in the United States seeks a Client Associate to support Financial Advisors in delivering personalized wealth management services to UHNW clients.

You will handle onboarding, account maintenance, and regulatory-compliant investment quotes, while coordinating with clients and advisors to propose firm offerings. The role emphasizes proactive client service, strong communication, and collaboration across teams.