Wealth Advisory Client Services Coordinator

JPMorganChase; San Francisco (CA); On-site; USD 55,000 - 75,000; Full time

Job summary

JPMorganChase is seeking a Client Service Administrator to provide comprehensive administrative support within the wealth management advisory team in San Francisco. You will handle calendar management, scheduling, document processing, and proactive issue resolution to keep the team informed and agile.

The role emphasizes independence, accuracy, and professional communication while supporting Wealth Advisors, Client Associates, and cross-function partners in a fast-paced environment.

Qualifications

• Bachelor's degree or equivalent experience.
• Self-starter; able to own tasks end-to-end and work independently in a fast-paced environment.
• Detail oriented; ensure all follow-ups are completed promptly.
• Effective communication with team members in challenging situations.
• Proficient in Word, PowerPoint and Excel.

Responsibilities

• Support team with administrative duties such as time and expense, scheduling of client/internal meetings, team calendar management, sending mail.
• Follow up on internal document processing (e.g., account opening, money movement, wires) to provide status updates to the team and guard against roadblocks.
• Oversee the administrative elements of client events (e.g., invitations, venue oversight, agendas, gift distribution, etc.).
• Oversee client account maintenance needs (order new check books, support clients with lost credit cards, username locks, etc.).
• Manage client gifting (e.g., purchase, distribution, tracking)
• Perform other daily administrative and operational duties that support the Wealth Advisor(s) and clients including ad hoc requests.

Skills

Self-starter

End-to-end ownership

Detail-oriented

Effective communication

Independent in fast-paced environment

Education

Bachelor's degree or equivalent experience

Tools

Word

PowerPoint

Excel

Job description

JPMorganChase is seeking a Client Service Administrator to provide comprehensive administrative support within the wealth management advisory team in San Francisco. You will handle calendar management, scheduling, document processing, and proactive issue resolution to keep the team informed and agile.

The role emphasizes independence, accuracy, and professional communication while supporting Wealth Advisors, Client Associates, and cross-function partners in a fast-paced environment.