J. P. Morgan Wealth Management - Client Specialist Associate

Aumni; United States; On-site; USD 55,000 - 75,000; Full time

Job summary

JPMorgan Chase Wealth Management is seeking a Client Specialist Associate to support prospect development, client engagement, and the wealth management sales process for high‑net‑worth clients. You will help identify opportunities, prepare meeting materials, track the sales pipeline, and coordinate with internal partners to win new wealth management relationships.

The role emphasizes strong communication, advanced Microsoft Office skills, and an interest in a Financial Advisor career path.

Qualifications

• Bachelor's degree required.
• Excellent communication with clients and partners.
• Proficient in Microsoft Office applications.
• Strong organizational skills and ability to manage multiple priorities.
• Interest in wealth management industry.

Responsibilities

• Support Client Specialists with prospect engagement and sales pipeline management.
• Research prospective clients and gather information for business development activities.
• Partner with Client Specialists, bankers, Wealth Advisors, and other internal partners to identify opportunities for new wealth management relationships.
• Prepare meeting materials and customized presentations for prospective and existing clients.
• Track new business activity, analyze results, and prepare performance reports.
• Plan and participate in prospect and client events.
• Engage with prospective and existing clients, research inquiries, and manage follow‑up communications and materials.
• Participate in select prospect meetings.
• Identify opportunities to improve efficiency through technology and artificial intelligence.
• Support Client Specialist business management strategies and projects as needed.

Skills

Communication

Organization

Wealth management interest

Microsoft Office proficiency

Education

Bachelor's degree

Finance degree

Business Administration degree

Tools

Microsoft PowerPoint

Microsoft Word

Microsoft Office

Job description

Build your wealth management experience while making a meaningful contribution to new client relationships. Join the JPMorgan Wealth Management Client Specialist Team, where you will work alongside experienced wealth management professionals and gain hands‑on exposure to prospect development, client engagement, and the wealth management sales process.

As a Client Specialist Associate within the JPMorgan Wealth Management Client Specialist Team, you support Client Specialists in identifying and pursuing wealth management opportunities with high-net-worth and ultra-high-net-worth individuals and institutions. You contribute across the sales cycle by developing prospect profiles, preparing for and following up on prospect meetings, coordinating with internal partners, managing the sales pipeline, and supporting client and prospect events. You help Client Specialists understand clients' wealth and planning needs and connect them with appropriate wealth management services and resources. Through this role, you will gain hands‑on experience in private wealth management, sales, and relationship development while helping the team build a robust pipeline and win new wealth management business.

Job Responsibilities

• Support Client Specialists with prospect engagement and sales pipeline management.
• Research prospective clients and gather information to support business development activities.
• Partner with Client Specialists, bankers, Wealth Advisors, and other internal partners to identify and prioritize opportunities for new wealth management relationships.
• Prepare meeting materials and customized presentations for prospective and existing clients.
• Track new business activity, analyze results, and prepare performance reports.
• Plan and participate in prospect and client events.
• Engage with prospective and existing clients, research inquiries, and manage follow‑up communications and materials.
• Participate in select prospect meetings.
• Identify opportunities to improve efficiency through technology and artificial intelligence.
• Support Client Specialist business management strategies and projects as needed.

Required Qualifications, Capabilities, and Skills

• Bachelor's degree.
• Written and verbal communication skills necessary to communicate with clients, prospects, and internal partners.
• Advanced proficiency in Microsoft PowerPoint, Word, and other Microsoft Office applications.
• Organizational skills with the ability to manage multiple and changing priorities.
• Knowledge of or demonstrated interest in the wealth management business.

Preferred Qualifications, Capabilities, and Skills

• Bachelor's degree in Business Administration, Finance, Economics, Communications, or a related field.
• Securities Industry Essentials (SIE), Series 7, or Series 66 license, or progress toward obtaining these credentials.
• Previous experience in an administrative or client-facing role.
• Interest in developing toward a Financial Advisor career path.

"This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries."\

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

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.

We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

Support wealth management growth by developing prospect insights, managing sales activities, and coordinating client engagement.