Wealth Advisory Client Associate: Onboarding & Solutions

JPMorgan Chase & Co.; Houston (TX); On-site; USD 60,000 - 85,000; Full time

Job summary

JPMorgan Advisors in Houston seeks a Client Associate to support Financial Advisors, onboarding clients, and delivering personalized wealth management services to ultra-high net worth clients.

You will interact with clients, prepare investment quotes, and coordinate account maintenance while adhering to regulatory and firm policies. The role offers growth, mobility, and the chance to contribute to high-impact client experiences.

Qualifications

• Bachelor's degree or equivalent experience
• Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from start date
• Proven ability to be a self-starter, act as an end-to-end owner of tasks and work independently in a fast-paced environment
• Proactively identify and deliver appropriate solutions that address the needs of our clients
• Ability to communicate effectively with clients and team members while maintaining 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 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

Self-starter

Client communication

Independent work

Regulatory awareness

Education

Bachelor's degree or equivalent experience

Tools

Series 7 & 66 licenses

Job description

JPMorgan Advisors in Houston seeks a Client Associate to support Financial Advisors, onboarding clients, and delivering personalized wealth management services to ultra-high net worth clients.

You will interact with clients, prepare investment quotes, and coordinate account maintenance while adhering to regulatory and firm policies. The role offers growth, mobility, and the chance to contribute to high-impact client experiences.