UHNW Client Advisory Associate — Growth & Mobility

JPMorgan Chase; Los Angeles (CA); On-site; USD 70,000 - 100,000; Full time

Job summary

JPMorgan Chase is seeking a Client Associate for its JPMorgan Advisors team in Los Angeles to support Financial Advisors and clients with a personalized wealth management experience.

The role focuses on onboarding, account maintenance, and delivering investment solutions while collaborating with Advisor teams, compliance, and technology groups to ensure regulatory adherence and high-quality service.

Qualifications

• Bachelor's degree or equivalent experience is required.
• Series 7 & 66 licenses on hire or within 180 days from start date.
• Proven ability to be a self-starter and own tasks end-to-end in a fast-paced environment.
• Proactively identify and deliver appropriate solutions addressing clients' needs.
• Ability to communicate effectively with clients and team members in professional situations.

Responsibilities

• Own client onboarding and account maintenance, collecting information and providing investment quotes per policies.
• 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 supporting Advisors and clients, including money transfers and portfolio prep.
• Act as liaison between the Advisor team, branch management, compliance and other business units.
• Actively participate in local, national and technology team meetings to support firm initiatives.

Skills

Self-starter

Effective communication

Independent working

Proactive problem solving

Education

Bachelor's degree or equivalent experience

Tools

Word

PowerPoint

Excel

Job description

JPMorgan Chase is seeking a Client Associate for its JPMorgan Advisors team in Los Angeles to support Financial Advisors and clients with a personalized wealth management experience.

The role focuses on onboarding, account maintenance, and delivering investment solutions while collaborating with Advisor teams, compliance, and technology groups to ensure regulatory adherence and high-quality service.