Wealth Advisory Associate: Client Solutions & Onboarding

Fairygodboss; Dallas (TX); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Health insurance

On-site health centers

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

Chase is seeking a Client Associate to support JPMorgan Advisors in delivering tailored wealth management services to UHNW clients. You will work closely with Financial Advisors to provide personalized solutions and maintain high-quality client service.

The role involves onboarding, account maintenance, investment recommendations, and coordination across compliance and branches to ensure a seamless client experience.

Qualifications

• Bachelor's degree or equivalent experience required.
• Proven ability to work independently in a fast-paced environment.
• Strong client service and communication skills.

Responsibilities

• Own onboarding and account maintenance for new/existing clients, collecting information and documents.
• Interface with clients and Financial Advisors to make investment recommendations and execute trades.
• Provide support across products and applications, including planning and digital offerings.
• Perform daily administrative duties, communicate about money transfers and account maintenance, and prepare portfolio reviews.
• Serve as liaison between Advisor team, branch management, compliance, and other units.
• Participate in local and national team meetings and initiatives.

Skills

Bachelor's degree

Series 7 & 66 licenses

Self-starter

Client service

Communication

Education

Bachelor's degree or equivalent experience

Job description

Chase is seeking a Client Associate to support JPMorgan Advisors in delivering tailored wealth management services to UHNW clients. You will work closely with Financial Advisors to provide personalized solutions and maintain high-quality client service.

The role involves onboarding, account maintenance, investment recommendations, and coordination across compliance and branches to ensure a seamless client experience.