UHNW Client Services Associate

JPMorgan Chase & Co.; Riverside (CT); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

JPMorgan Advisors within JPMorgan Chase & Co. is seeking a Client Associate to support Financial Advisors by delivering personalized wealth management services to ultra-high net worth clients.

You will collaborate closely with Advisors to provide tailored solutions, manage client onboarding, and ensure a high level of service and accuracy. The role offers growth opportunities, exposure to global resources, and the chance to develop expertise in wealth management within a leading financial

Qualifications

• Bachelor's degree or equivalent experience.
• Series 7 & 66 licenses upon hire or must obtain within 180 days from start date.
• Proven ability to be a self-starter and work independently in a fast-paced environment.
• Ability to communicate effectively with clients and team members in difficult situations.

Responsibilities

• Own client onboarding and account maintenance, collecting documents and providing investment quotes.
• Interface with clients and Financial Advisors to make investment recommendations and execute trades.
• Provide support across products including Advisor Services, Wealth Planning, and digital offerings.
• Perform daily administrative tasks and coordinate with clients on transfers, maintenance, and ad hoc requests.
• Act as liaison between Financial Advisor team, branch management, compliance, and other business units.
• Support firm and regional initiatives and participate in local and national meetings.

Skills

Client onboarding

Investment knowledge

Regulatory compliance

Communication skills

Education

Bachelor's degree or equivalent experience

Tools

N/A

Job description

JPMorgan Advisors within JPMorgan Chase & Co. is seeking a Client Associate to support Financial Advisors by delivering personalized wealth management services to ultra-high net worth clients.

You will collaborate closely with Advisors to provide tailored solutions, manage client onboarding, and ensure a high level of service and accuracy. The role offers growth opportunities, exposure to global resources, and the chance to develop expertise in wealth management within a leading financial