Senior Client Associate, Wealth Management — Miami

Next Frontier Capital; Miami (FL); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive base salary

Commission-based pay and/or incentive

Comprehensive health care coverage

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

J.P. Morgan Advisors in the United States seeks a Client Associate to support Financial Advisors and their clients, delivering a tailored wealth management experience. You will help onboard clients, maintain accounts, and provide proactive service to ensure client satisfaction.

The role emphasizes collaboration with Advisors, compliance, and multiple business units while supporting a broad range of financial solutions and digital tools. Fluency in English and Spanish is required.

Qualifications

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

Responsibilities

• Own client onboarding and account maintenance, collecting information and documents to provide 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 and Wealth Planning tools.
• Perform daily administrative duties, communicate about money transfers, and prepare portfolio reviews.
• Act as liaison between Financial Advisor team, branch management, compliance, and other business units.
• Participate in local, national and technology team meetings and support firm initiatives.

Skills

Bachelor's degree

Series 7

Series 66

Bilingual Spanish & English

Self-starter

Independent work

Communication skills

Education

Bachelor's degree

Job description

J.P. Morgan Advisors in the United States seeks a Client Associate to support Financial Advisors and their clients, delivering a tailored wealth management experience. You will help onboard clients, maintain accounts, and provide proactive service to ensure client satisfaction.

The role emphasizes collaboration with Advisors, compliance, and multiple business units while supporting a broad range of financial solutions and digital tools. Fluency in English and Spanish is required.