Wealth Advisory Associate - Client Onboarding & Support

Testing Site - JPMC; Palo Alto (CA); On-site; USD 90,000 - 110,000; Full time

Job summary

J.P. Morgan Advisors is seeking a Client Associate to deliver wealth management services for ultra-high net worth clients. You will work closely with Financial Advisors to provide personalized solutions, build lasting relationships, and grow within a global, resource-rich environment.

You will support client onboarding, account maintenance, and investment activities while collaborating with multiple teams to ensure a high-quality client experience and adherence to regulatory standards.

Qualifications

• Bachelor's degree or equivalent experience.
• Series 7 & 66 licenses required or must be obtained within 180 days.
• Self-starter with ability to own tasks end-to-end in a fast-paced setting.
• Identify and deliver appropriate solutions for clients.
• Able to communicate effectively with clients and team members.

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 to clients while complying with regulatory and firm policies and procedures.
• Interface directly with clients and Financial Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund orders, fixed income trades and private investments
• Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite
• Perform daily administrative and operational duties that support the Financial Advisor(s) and clients, including direct communication with clients regarding money transfers, account maintenance, portfolio review preparation and ad hoc requests, and attending client meetings
• Serve as a liaison between the Financial Advisor team,branch management, compliance and various other business units throughout the firm
• Proactively supports firm and regional initiatives and remediations, and actively participate in recurring local, national and technology team meetings

Skills

Bachelor's degree

Series 7 & 66 licenses

Self-starter

Independent work

Client communication

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Word

PowerPoint

Excel

Job description

J.P. Morgan Advisors is seeking a Client Associate to deliver wealth management services for ultra-high net worth clients. You will work closely with Financial Advisors to provide personalized solutions, build lasting relationships, and grow within a global, resource-rich environment.

You will support client onboarding, account maintenance, and investment activities while collaborating with multiple teams to ensure a high-quality client experience and adherence to regulatory standards.