Wealth Client Associate — Elevate Service & Growth

JPMorganChase; Los Angeles (CA); On-site; USD 65,000 - 100,000; Full time

Job summary

JPMorganChase in Los Angeles seeks a Client Associate within the JPMorgan Advisors team. You will support Financial Advisors and clients, delivering personalized wealth management solutions and building lasting client relationships.

You will work with Advisors across planning, banking and digital offerings, assisting with onboarding, account maintenance and tailored investment guidance in a fast-paced environment backed by global resources of a leading financial firm.

Qualifications

• Bachelor's degree or equivalent experience.
• Series 7 & 66 licenses upon hire or within 180 days.
• Self-starter with ability to own tasks end-to-end in a fast-paced environment.
• Proactively identify and deliver solutions for clients.
• Effective communication with clients and team members in challenging situations.

Responsibilities

• Own client onboarding and account maintenance, collect information, obtain documents, provide investment quotes.
• Interface with clients and Financial Advisors to make investment recommendations and execute trades.
• Provide support across Advisor Services, Wealth Planning, Goal Based planning, liabilities planning, lending solutions and digital offerings.
• Perform daily administrative duties and client communications including money transfers and portfolio reviews.
• Serve as liaison between Financial Advisor team, branch management, compliance and other units.
• Support firm and regional initiatives and participate in local, national and tech team meetings.

Skills

Series 7 license

Series 66 license

Client service

Communication

Education

Bachelor's degree or equivalent experience

Tools

Word

PowerPoint

Excel

Job description

JPMorganChase in Los Angeles seeks a Client Associate within the JPMorgan Advisors team. You will support Financial Advisors and clients, delivering personalized wealth management solutions and building lasting client relationships.

You will work with Advisors across planning, banking and digital offerings, assisting with onboarding, account maintenance and tailored investment guidance in a fast-paced environment backed by global resources of a leading financial firm.