Wealth Advisor Client Associate: Onboarding & Client Support

J.P. Morgan; New York (NY); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive base salary

Health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

J.P. Morgan Advisors is seeking a Client Associate to support Financial Advisors and their clients. You will manage onboarding, maintain accounts, and deliver exceptional service with extensive client contact.

The role involves coordinating with Advisors, branch management, and compliance, while handling money transfers and ad hoc requests. A fast-paced environment and regulatory awareness are essential.

Qualifications

• Bachelor's degree or equivalent experience.
• Series 7 & 66 licenses required or must obtain within 180 days from start date.
• Self-starter capable of end-to-end task ownership and independent work.
• Ability to communicate effectively with clients and team members in a professional manner.

Responsibilities

• Own the client onboarding and account maintenance by collecting documents and providing investment quotes in compliance with regulations.
• Interface with clients and Financial Advisors to make investment recommendations and execute trades.
• Support a diverse suite of products and applications including Advisor Services, Wealth Planning, and digital offerings.
• Perform daily administrative duties supporting Financial Advisors and clients, including money transfers and portfolio review preparation.
• Serve as a liaison between the Financial Advisor team, branch management, and compliance.
• Proactively support firm initiatives and participate in local, national, and technology team meetings.

Skills

Self-starter

Effective communicator

Independent work

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Word

PowerPoint

Excel

Job description

J.P. Morgan Advisors is seeking a Client Associate to support Financial Advisors and their clients. You will manage onboarding, maintain accounts, and deliver exceptional service with extensive client contact.

The role involves coordinating with Advisors, branch management, and compliance, while handling money transfers and ad hoc requests. A fast-paced environment and regulatory awareness are essential.