Wealth Advisory Client Associate

JPMorgan Chase & Co.; Greenwich (CT); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in Riverside, CT seeks a Client Associate to support JPMorgan Advisors, delivering personalized wealth-management services to ultra-high-net-worth clients.

You will work alongside Financial Advisors to provide tailored solutions and cultivate lasting client relationships. In this role, you will manage onboarding, create investment quotes, and support a broad suite of advisory, planning and digital tools while ensuring regulatory compliance and high-quality client service.

Qualifications

• Bachelor's degree or equivalent experience.
• Series 7 & 66 licenses upon hire or within 180 days.
• Self-starter who can work independently in a fast-paced environment.
• Ability to communicate effectively with clients and team members.
• Proactively identify and deliver appropriate solutions addressing client needs.
• Professional in challenging situations.

Responsibilities

• Own client onboarding and account maintenance with documents and information collection.
• Interface with clients and Financial Advisors to make investment recommendations and execute trades.
• Provide support across Advisor Services, Wealth Planning & Advice, and digital offerings.
• Perform daily administrative duties and coordinate with clients on transfers and portfolio reviews.
• Serve as liaison between Financial Advisor team, branch management, compliance and other units.
• Participate in local, national and technology team meetings.

Skills

Self-starter

Independent working

Communication skills

Client service mindset

Education

Bachelor's degree or equivalent experience

Series 7 & 66 licenses (within 180 days)

Tools

PowerPoint

Excel

Word

Job description

JPMorgan Chase & Co. in Riverside, CT seeks a Client Associate to support JPMorgan Advisors, delivering personalized wealth-management services to ultra-high-net-worth clients.

You will work alongside Financial Advisors to provide tailored solutions and cultivate lasting client relationships. In this role, you will manage onboarding, create investment quotes, and support a broad suite of advisory, planning and digital tools while ensuring regulatory compliance and high-quality client service.