Wealth Advisory Associate — Client Onboarding & Support

Testing Site - JPMC; Boston (MA); On-site; USD 80,000 - 110,000; Full time

Job summary

J.P. Morgan Advisors, the wealth management arm of JPMorgan Chase, seeks a Senior Client Associate in Boston to provide dedicated business support to Financial Advisors and their clients.

You will handle onboarding, account maintenance, and daily client communications while coordinating with multiple stakeholders to deliver exceptional service. The role requires a Bachelor's degree or equivalent, and securities licenses (Series 7 & 66) or progression toward them within 180 days.

Qualifications

• Bachelor's degree or equivalent experience.
• Series 7 & 66 licenses upon hire or must obtain within 180 days from start date.
• Self-starter with end-to-end ownership of tasks; ability to communicate effectively with clients; maintain professionalism in difficult situations.

Responsibilities

• Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes while complying with regulatory and firm policies.
• 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 JP Morgan Online and mobile suite.
• Perform daily administrative and operational duties that support the Financial Advisors and clients, including money transfers, account maintenance and client meetings.
• Liaise between the Financial Advisor team, branch management, compliance and other business units.
• Proactively support firm and regional initiatives and participate in local, national and technology team meetings.

Skills

Self-starter

End-to-end owner of tasks

Communicate effectively with clients

Maintaining professionalism in difficu

Education

Bachelor's degree or equivalent experience

Job description

J.P. Morgan Advisors, the wealth management arm of JPMorgan Chase, seeks a Senior Client Associate in Boston to provide dedicated business support to Financial Advisors and their clients.

You will handle onboarding, account maintenance, and daily client communications while coordinating with multiple stakeholders to deliver exceptional service. The role requires a Bachelor's degree or equivalent, and securities licenses (Series 7 & 66) or progression toward them within 180 days.