Senior Client Associate, UHNW Wealth Management

JP Morgan Chase; Chicago (IL); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase in Chicago is seeking a Client Associate to support Financial Advisors in delivering tailored wealth management solutions to ultra-high-net-worth clients. You will assist with onboarding, account maintenance, and client communication, helping deliver a high-touch service experience.

Join a global financial services leader with growth opportunities, exposure to diverse products, and strict regulatory adherence while building lasting client relationships in a fast-paced environment.

Qualifications

• Bachelor's degree or equivalent experience.
• Proven ability to work independently in a fast-paced environment.
• Strong client service orientation and communication skills.

Responsibilities

• Own client onboarding and account maintenance with client interaction and documentation.
• Interface with clients and Advisors to discuss investment options and execute trades.
• Provide support across Advisor Services, Wealth Planning, and digital offerings.

Skills

Bachelor's degree

Series 7

Series 66

Self-starter

Client service

Education

Bachelor's degree or equivalent experience

Job description

JPMorgan Chase in Chicago is seeking a Client Associate to support Financial Advisors in delivering tailored wealth management solutions to ultra-high-net-worth clients. You will assist with onboarding, account maintenance, and client communication, helping deliver a high-touch service experience.

Join a global financial services leader with growth opportunities, exposure to diverse products, and strict regulatory adherence while building lasting client relationships in a fast-paced environment.