UHNW Client Advisor & Onboarding Specialist

JPMorgan Chase & Co.; New York (NY); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in New York, NY, is seeking a Client Associate to support Financial Advisors and their clients with onboarding, relationship management, and client service.

You will help prepare investment quotes, discuss products, and assist with account maintenance across the Wealth Management suite. The role requires a Bachelor's degree or equivalent experience, and Series 7 & 66 licenses within 180 days.

Qualifications

• Bachelor's degree or equivalent experience required.
• Series 7 & 66 licenses upon hire or within 180 days.
• Self-starter with ability to work independently in a fast-paced environment.
• Effective communication with clients and team members.

Responsibilities

• Own client onboarding and account maintenance by collecting information and providing quotes.
• Interface with clients and Advisors to make investment recommendations and execute trades.
• Provide support across products including Wealth Management tools and digital platforms.
• Perform daily administrative duties supporting Advisors and clients, including transfers and portfolio reviews.
• Serve as liaison between Advisor team, branch management, and compliance.
• Participate in local, regional, and technology team meetings.

Education

Bachelor's degree or equivalent experience

Job description

JPMorgan Chase & Co. in New York, NY, is seeking a Client Associate to support Financial Advisors and their clients with onboarding, relationship management, and client service.

You will help prepare investment quotes, discuss products, and assist with account maintenance across the Wealth Management suite. The role requires a Bachelor's degree or equivalent experience, and Series 7 & 66 licenses within 180 days.