Wealth Advisory Associate | Client Onboarding & Strategy

JPMorgan Chase & Co.; Boca Raton (FL); On-site; USD 60,000 - 100,000; Full time

Job summary

JPMorgan Chase & Co. in Boca Raton is seeking a Client Associate to work closely with Financial Advisors, delivering personalized wealth management support to ultra-high net worth clients.

You will help with onboarding, account maintenance, and investment execution while leveraging JP Morgan Online and mobile tools. This role emphasizes client service excellence and cross-functional collaboration within a global financial institution.

Qualifications

• Bachelor's degree or equivalent experience.
• Series 7 & 66 licenses within 180 days of start date.
• Self-starter who can own tasks end-to-end in a fast-paced environment.
• Identify and deliver solutions addressing client needs.
• Communicate effectively with clients and team members under pressure.

Responsibilities

• Own the client onboarding and account maintenance for new and existing clients.
• Interface with clients and Financial Advisors for investment recommendations and trades.
• Support a diverse suite of products and applications including Advisor Services and Wealth Planning.
• Perform daily administrative duties supporting Advisors and clients.
• Serve as liaison between Advisor team, branch management and compliance.
• Support firm and regional initiatives and participate in meetings.

Skills

Self-starter

End-to-end ownership

Independent work

Client communication

Education

Bachelor's degree or equivalent experience

Tools

Word

PowerPoint

Excel

Job description

JPMorgan Chase & Co. in Boca Raton is seeking a Client Associate to work closely with Financial Advisors, delivering personalized wealth management support to ultra-high net worth clients.

You will help with onboarding, account maintenance, and investment execution while leveraging JP Morgan Online and mobile tools. This role emphasizes client service excellence and cross-functional collaboration within a global financial institution.