Wealth Client Associate: Advisor Support & Onboarding

JPMorgan Chase & Co.; Houston (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

J.P. Morgan Advisors is seeking a Client Associate to work closely with Financial Advisors, delivering personalized wealth management and building lasting client relationships.

You will own onboarding, account maintenance, and support a broad suite of products while collaborating across teams, with career growth and mobility opportunities in a global financial firm.

The role emphasizes proactive service, regulatory compliance, and superior client experiences for ultra-high net worth clients.

Qualifications

• Bachelor's degree or equivalent experience.
• Series 7 & 66 licenses on hire or within 180 days.
• Self-starter, end-to-end owner in a fast-paced setting.
• Deliver solutions addressing client needs.
• Effective communication with clients and team members.

Responsibilities

• Own client onboarding and account maintenance, collecting info and documents per regulations.
• Interface with clients and Advisors to make recommendations and execute trades.
• Support products and applications including Wealth Planning, goals, liabilities, banking and digital tools.
• Handle daily admin tasks: transfers, account maintenance, portfolio prep, ad hoc requests, meetings.
• Serve as liaison between Advisor team, branch management, compliance and other units.
• Support firm and regional initiatives and participate in meetings.

Skills

Self-starter

End-to-end ownership

Client-focused communication

Regulatory awareness

Education

Bachelor's degree or equivalent

Tools

Word

PowerPoint

Excel

Job description

J.P. Morgan Advisors is seeking a Client Associate to work closely with Financial Advisors, delivering personalized wealth management and building lasting client relationships.

You will own onboarding, account maintenance, and support a broad suite of products while collaborating across teams, with career growth and mobility opportunities in a global financial firm.

The role emphasizes proactive service, regulatory compliance, and superior client experiences for ultra-high net worth clients.