Senior Client Associate — Wealth Management & Client Onboarding

JP Morgan Chase; Florida; On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health coverage

On-site wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

J.P. Morgan Advisors is seeking a Client Associate to support Financial Advisors and deliver personalized wealth management service to ultra-high net worth clients. You will help with onboarding, account maintenance, and tailored investment solutions, collaborating across teams and leveraging JPM's global resources.

The role emphasizes client service excellence, regulatory compliance, and proactive problem solving in a fast-paced environment within a leading financial services firm.

Qualifications

• Bachelor's degree or equivalent required.
• Series 7 and 66 licenses required or to be obtained within 180 days of start date.
• Proven ability to work independently in a fast-paced environment.
• Ability to deliver tailored solutions and communicate effectively with clients and team members.

Responsibilities

• Own onboarding and account maintenance for new and existing clients, collecting 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 Wealth Planning & Advice, Goal Based planning, banking & lending solutions, and digital offerings.
• Perform daily administrative tasks and client communications related to money transfers, account maintenance, and portfolio reviews.
• Act as liaison between Financial Advisor team, branch management, compliance, and other business units.
• Participate in local, national, and technology team meetings to support firm initiatives.

Skills

Bachelor's degree

Series 7

Series 66

Self-starter

Communication skills

Education

Bachelor's degree or equivalent

Tools

Advisor Services

Job description

J.P. Morgan Advisors is seeking a Client Associate to support Financial Advisors and deliver personalized wealth management service to ultra-high net worth clients. You will help with onboarding, account maintenance, and tailored investment solutions, collaborating across teams and leveraging JPM's global resources.

The role emphasizes client service excellence, regulatory compliance, and proactive problem solving in a fast-paced environment within a leading financial services firm.