Senior Client Advisor – Private Wealth

JPMorganChase; Seattle (WA); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Health benefits

On-site health and wellness centers

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

Chase, a leading financial services firm, seeks a Client Associate to deliver dedicated support to Financial Advisors and clients. You will establish and maintain strong client relationships, manage onboarding, and ensure compliance across activities touching prospective or existing clients.

You will interact with Financial Advisors, handling investment quotes, account maintenance, and daily administrative tasks while upholding regulatory and firm policies.

Qualifications

• Bachelor's degree or equivalent experience.
• Series 7 & 66 licenses required or to be obtained within 180 days of start date.
• Self-starter who can own tasks end-to-end in a fast-paced environment.
• Ability to communicate effectively with clients and team members in difficult situations.

Responsibilities

• Own client onboarding and account maintenance by collecting information, obtaining documents, and providing investment quotes.
• Interface with clients and Financial Advisors to make investment recommendations and execute trades.
• Support a diverse suite of products and applications including Advisor Services, Wealth Planning, and digital offerings.
• Perform daily administrative duties and respond to client money transfers and account maintenance requests.

Skills

Client service

Relationship building

Regulatory compliance

Independent worker

Effective communication

Education

Bachelor's degree or equivalent experience

Tools

Word

PowerPoint

Excel

Job description

Chase, a leading financial services firm, seeks a Client Associate to deliver dedicated support to Financial Advisors and clients. You will establish and maintain strong client relationships, manage onboarding, and ensure compliance across activities touching prospective or existing clients.

You will interact with Financial Advisors, handling investment quotes, account maintenance, and daily administrative tasks while upholding regulatory and firm policies.