Senior Client Associate, Wealth Management (Chicago)

JP Morgan Chase

Chicago (IL)

On-site

USD 67,000 - 95,000

Full time

3 days ago

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Benefits offered by this job

Health & wellness benefits

Retirement plan

Tuition reimbursement

Mental health support

Wellness centers

Job summary

J.P. Morgan Advisors in Chicago, IL is seeking a Senior Client Associate to manage client onboarding, account maintenance, and investment quote delivery while coordinating with Financial Advisors to ensure a superior wealth management experience for ultra-high net worth clients.

You will support a fast-paced team, leverage JP Morgan's global resources, and contribute to client service excellence, shaping the future of client relationships in a leading financial services firm.

Qualifications

Bachelor's degree or equivalent experience
Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from start date
Proven ability to be a self-starter, act as an end-to-end owner of tasks and work independently in a fast-paced environment
Proactively identify and deliver appropriate solutions that address the needs of our clients
Ability to communicate effectively with clients and team members while maintaining professionalism in difficult situations

Responsibilities

Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures