Senior Client Associate - Wealth Advisory Support

JPMorgan Chase & Co.; Chicago (IL); On-site; USD 67,000 - 95,000; Full time

Job summary

J.P. Morgan Advisors in Chicago, IL is seeking a Senior Client Associate to support Financial Advisors by delivering personalized wealth management services to ultra‑high net worth clients.

You will own onboarding, account maintenance, investment quotes, and regulatory compliance while coordinating with broader teams. This role emphasizes client service and collaboration within a fast‑paced financial environment.

Qualifications

• Bachelor's degree or equivalent experience.
• Series 7 & 66 licenses upon hire or within 180 days from start date.
• Self-starter with ability to work independently in a fast-paced environment.
• Proactively identify and deliver solutions for clients.
• Strong 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.
• Support a diverse suite of products and applications including JP Morgan Online/mobile.
• Perform daily administrative duties and assist in client meetings.
• Act as liaison between Advisor team, branch, compliance and business units.
• Support firm and regional initiatives and participate in meetings.

Skills

Self-starting

Client-focused communication

Financial product knowledge

Series 7 & 66 licenses

Education

Bachelor's degree or equivalent experience

Tools

Word

PowerPoint

Excel

Job description

J.P. Morgan Advisors in Chicago, IL is seeking a Senior Client Associate to support Financial Advisors by delivering personalized wealth management services to ultra‑high net worth clients.

You will own onboarding, account maintenance, investment quotes, and regulatory compliance while coordinating with broader teams. This role emphasizes client service and collaboration within a fast‑paced financial environment.