Senior Wealth Client Associate

Next Frontier Capital; Palo Alto (CA); On-site; USD 70,000 - 90,000; Full time

Job summary

JPMorgan Chase's JPMorgan Advisors in the United States is seeking a Client Associate to support Financial Advisors and deliver a seamless wealth management experience for ultra-high net worth clients. You will assist with onboarding, account maintenance, investment quotes, and coordination across teams to ensure compliant, high-quality service.

The role emphasizes client relationships, proactive problem solving, and professional communication in a fast-paced environment, with access to global

Qualifications

• Bachelor's degree or equivalent experience.
• Series 7 & 66 licenses required or must obtain within 180 days.
• Proven ability to be a self-starter and end-to-end owner of tasks.
• Proactively identify and deliver solutions addressing client needs.
• Ability to communicate effectively with clients and team members in difficult situations.

Responsibilities

• Own the client onboarding and account maintenance for new and existing clients.
• Interface with clients and Financial Advisors to make investment recommendations and execute trades.
• Provide support across a diverse suite of products and applications.
• Perform daily administrative and operational duties supporting Advisors and clients.
• Serve as a liaison between the Advisor team, branch management, compliance and other units.
• Support firm and regional initiatives and participate in meetings.

Skills

Self-starter

End-to-end ownership

Client communication

Independent work

Education

Bachelor's degree

Series 7 & 66 licenses within 180 days

Tools

Word

PowerPoint

Excel

Job description

JPMorgan Chase's JPMorgan Advisors in the United States is seeking a Client Associate to support Financial Advisors and deliver a seamless wealth management experience for ultra-high net worth clients. You will assist with onboarding, account maintenance, investment quotes, and coordination across teams to ensure compliant, high-quality service.

The role emphasizes client relationships, proactive problem solving, and professional communication in a fast-paced environment, with access to global