UHNW Wealth Client Associate — Onboarding & Advisory

JPMorgan Chase; Chicago (IL); On-site; USD 65,000 - 95,000; Full time

Job summary

J.P. Morgan Advisors in Chicago seeks a Client Associate to support Financial Advisors in delivering tailored wealth management services to ultra-high-net-worth clients.

You will partner with advisors, assist with onboarding, portfolio reviews and client communications, and help execute investment ideas. The role emphasizes strong client service, professional communication, and regulatory awareness, with opportunities for growth, mobility, and collaboration across the JPMorgan Wealth Management

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, act as an end-to-end owner of tasks and work independently in a fast-paced environment.

Responsibilities

• Own the client onboarding and account maintenance for new and existing clients by collecting account-specific information, obtaining documents, and providing investment quotes.
• Interface directly with clients and Financial Advisors to make investment recommendations and execute trades.
• Provide support across a diverse suite of products and applications including Advisor Services, Wealth Planning & Advice, Goal Based Planning, liabilities planning, banking & lending solutions, and digital offerings.

Skills

Self-starter

Independent work

Client communication

Regulatory compliance

Education

Bachelor's degree or equivalent experience

Tools

Word

PowerPoint

Excel

Job description

J.P. Morgan Advisors in Chicago seeks a Client Associate to support Financial Advisors in delivering tailored wealth management services to ultra-high-net-worth clients.

You will partner with advisors, assist with onboarding, portfolio reviews and client communications, and help execute investment ideas. The role emphasizes strong client service, professional communication, and regulatory awareness, with opportunities for growth, mobility, and collaboration across the JPMorgan Wealth Management