Senior UHNW Wealth Client Associate

Next Frontier Capital; Boca Raton (FL); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Competitive compensation package

Health benefits

On-site wellness centers

Retirement savings plan

Tuition reimbursement

Mental health resources

Job summary

J.P. Morgan Advisors is seeking a Client Associate to support Financial Advisors in delivering a tailored wealth management experience for high-net-worth clients.

You will help with onboarding, ongoing account maintenance, and preparing investment quotes to inform advisory recommendations. You will collaborate with clients and Advisors, enabling efficient execution of trades across multiple product lines, while supporting a broad range of digital tools and platforms.

Qualifications

• Bachelor's degree or equivalent experience.
• Series 7 & 66 licenses required upon hire or within 180 days of start date.
• Proven ability to be a self-starter and work independently in a fast-paced environment.
• Proactively identify and deliver solutions addressing client needs.
• Ability to communicate effectively with clients and team members.

Responsibilities

• Own the client onboarding and account maintenance for new and existing clients, collecting information, documents, and providing investment quotes while complying with regulations.
• Interface with clients and Financial Advisors to make investment recommendations and execute trades across equities, mutual funds, fixed income, and private investments.
• Provide support across products and applications including Advisor Services, Wealth Planning & Advice, and digital offerings through JP Morgan platforms.
• Perform daily administrative tasks supporting Financial Advisors and clients, including money transfers, account maintenance, portfolio review prep, and meeting attendance.
• Serve as a liaison between Financial Advisors, branch management, compliance, and other business units.

Skills

Bachelor's degree

Series 7 license

Series 66 license

Self-starter

Effective communication

Education

Bachelor's degree or equivalent

Tools

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

J.P. Morgan Advisors is seeking a Client Associate to support Financial Advisors in delivering a tailored wealth management experience for high-net-worth clients.

You will help with onboarding, ongoing account maintenance, and preparing investment quotes to inform advisory recommendations. You will collaborate with clients and Advisors, enabling efficient execution of trades across multiple product lines, while supporting a broad range of digital tools and platforms.