UHNW Wealth Client Associate — Advisor Support

JPMorganChase; Palo Alto (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Advisors is seeking a Client Associate to be at the heart of delivering wealth management services to ultra-high net worth clients.

You will work closely with Financial Advisors to provide personalized solutions and build lasting relationships, benefiting from career growth opportunities and mobility within a globally respected financial firm. You will support the advisory team in delivering a smooth wealth management experience, handling account maintenance, investment quotes, and a

Qualifications

• Bachelor's degree or equivalent experience.
• Series 7 & 66 licenses required upon hire or must be obtained within 180 days from start date.
• Proven ability to be a self-starter, act as an end-to-end owner of tasks in a fast-paced environment.
• Proactively identify and deliver appropriate solutions addressing clients' needs.
• Ability to communicate effectively with clients and team members while maintaining professionalism.

Responsibilities

• Own the client onboarding and account maintenance for new and existing clients, collecting information and providing investment quotes.
• Interface with clients and Financial Advisors to make investment recommendations and execute trades.
• Provide support across products and applications including advisor services, planning, and digital tools.
• Perform daily administrative duties and client communications related to transfers, maintenance, and meetings.
• Serve as a liaison between the Financial Advisor team, branch management, compliance, and other units.
• Support firm and regional initiatives and participate in meetings.

Skills

Self-starter

Independent worker

Client service

Communication

Education

Bachelor's degree or equivalent

Tools

Series 7 & 66

Job description

J.P. Morgan Advisors is seeking a Client Associate to be at the heart of delivering wealth management services to ultra-high net worth clients.

You will work closely with Financial Advisors to provide personalized solutions and build lasting relationships, benefiting from career growth opportunities and mobility within a globally respected financial firm. You will support the advisory team in delivering a smooth wealth management experience, handling account maintenance, investment quotes, and a